Bio
Experience
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H&R Block
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White Plains, NY
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Senior Tax Advisor
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Mar 2002 - Present
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White Plains, NY
Expert in preparing tax returns for personal, small businesses, and corporations. Certified Advisor in Small Business/Sole Proprietors, Retirement, Investment Income.Areas of Tax expertise: Investments/Stock Options, Home ownership (purchase/sales), Home foreclosures, Real Estate rentals or vacation homes, Healthcare expenses, Charitable Giving, Loss from Disaster or Theft, Retirement income, income from multiple states, Small Business, Sole Proprietor, or Self-Employed, Help with IRS or State notices/audits
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Connolly Roll-A-Grill Corp
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Pelham, NY
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Vice President, Treasurer & Finance
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Jan 1982 - Mar 2002
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Pelham, NY
Supervised audit of all vendors reconciling millions in outstanding invoicesOversaw sales/marketing, including trade show exhibits. Established pricing and promotional specialsConverted all operational systems and functions from a manual to a computerized systemImplemented Company-wide inventory control system- Re-engineered ordering process of inventory reducing the start to finish time from 3 weeks to under 6 days - Reduced inventory levels by 20% by eliminating non-profitable lines
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Sole Proprietor
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Tri-State New York Area
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President
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Jan 1975 - Jan 1982
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Tri-State New York Area
Owned & operated small businesses: Transportation, Retail, and Entertainment Industries
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Education
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Iona College
Bachelor’s Degree, Accounting and Computer Science
Suggested Services
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Industry Focus. “Accounting and Auditing”
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