Accounting Controller

• Jun 2022 - Present

President

• Jun 2022 - Present

Tax Manager

• Oct 2009 - Jun 2022

• Tax services; review and prepare tax returns for individuals, partnerships, non-profits, S-Corps and C-Corps • Prepare compilations and/or prepare adjusting entries for client financial statements using multiple accounting software’s, i.e. QuickBooks, Peachtree, Caseware, Creative Solutions Accounting, etc.• Prepare and track fixed asset reporting using BNA Fixed Assets, Prosystems or Creative Solutions Fixed Asset software’s• Review and Prepare annual property tax listings, quarterly payroll reports, W-2s and 1099s• Prepare forms for foreign compliance, i.e. FBARs, 5471s and 1042s• Respond to IRS Notices, stay up-to-date on IRS regulations• Create various procedures for efficient office work flow, organize CPA Day of Service annually for the office.

Lead Tax Senior Associate

• Oct 2009 - Jun 2022

Office Manager

• Apr 1999 - Nov 2010

• Prepare daily sales reports and deposits, reconcile cash and bank statements• Responsible for all accounts payable and payroll preparation for CPA• Develop methods of tracking and analyzing data • Create all office manager procedures• Prepare/provide all necessary documents to company’s CPA for financial statement preparation• Manage the front of house staff, including servers, bartenders, hosts, food runners and bus persons • Prepare daily sales reports and deposits, reconcile cash and bank statements• Responsible for all accounts payable and payroll preparation for CPA• Develop methods of tracking and analyzing data • Create all office manager procedures• Prepare/provide all necessary documents to company’s CPA for financial statement preparation• Manage the front of house staff, including servers, bartenders, hosts, food runners and bus persons

Tax Associate

• Dec 2008 - Mar 2010

• Prepare, file & explain individual tax returns for clients• Advise clients to help with their future tax and financial situations• Use the most current software to prepare taxes and set appointments • Prepare, file & explain individual tax returns for clients• Advise clients to help with their future tax and financial situations• Use the most current software to prepare taxes and set appointments

Internship

• Jan 2008 - May 2008

• Prepare reports concerning processes and the accompanying internal controls• Assist in bank statement reconciliations• Assist in preparing grant applications• Develop method of analyzing statistical information and prepare census reports • Prepare reports concerning processes and the accompanying internal controls• Assist in bank statement reconciliations• Assist in preparing grant applications• Develop method of analyzing statistical information and prepare census reports