Partner

• Dec 2019 - Present

Business Owner

• Jan 2015 - Nov 2019

Provide high-caliber accounting and tax services to small to medium-sized organizations looking to launch, grow and maintain their businesses. Leverage cloud-based work platforms to reduce costs while delivering maximum results. Proficient in both QuickBooks and Peachtree.Services include:• Tax planning and preparation• Representation in front of the IRS (liens, collections, and tax audits)• Bookkeeping and financial statement preparation (tax and GAAP basis)• Business consulting (business valuations, procedures, and formation)

Vice President and Controller

• Jul 2014 - Dec 2014

Led financial preparation and reporting for nationally recognized energy and natural resources firm while developing deep industry expertise across this specialized sector. Led financial preparation and reporting for nationally recognized energy and natural resources firm while developing deep industry expertise across this specialized sector.

Tax Senior

• Sep 2010 - Jun 2014

Served clients across a broad range of industries supporting the requirements associated with individual, small business, partnership and corporate tax returns, as well as the establishment of estates and trusts. Served clients across a broad range of industries supporting the requirements associated with individual, small business, partnership and corporate tax returns, as well as the establishment of estates and trusts.