Bio
Experience
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Certified Public Accountant
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Certified Public Accountant
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Jul 2014 - Present
I am licensed to represent several insurance products such as annuities, life insurance, long term care, health insurance and several other insurance products.
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Certified Public Accountant
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Jul 1984 - Present
Bookkeeping and preparation of compiled financial statementsTax preparation of 1040, 1041, 1065, 1120, 1120S, and gift and estate returns along with all state tax returnsFinancial planning and preparation of forecasts and pro-forma statementsPreparation of payroll and all tax filingsExperienced with Sage Accounting software and Ultra tax software
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Community College of RI
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Warwick RI
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Part-time Accounting Professor
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Sep 1984 - Jun 1986
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Warwick RI
Taught accounting 1 and accounting 2 at night at a satellite campus
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Accounting
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Jul 1979 - Apr 1984
Preparation of Compiled and Review StatementsPreparation of Corporate and Individual Income TaxesAudited Municipalities and Non Profit Organizations
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Education
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1975 - 1979University of Rhode Island
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Industry Focus. “Accounting and Auditing”
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References
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