Partner

• Jan 2020 - Present

Tax Manager

• Jan 2017 - Jan 2020

Senior Accountant

• May 2014 - Jan 2017

Work closely with clients in various industries, such as retail, real estate, professional services, healthcare, tech, food and beverage and restaurant management.Prepare and review tax returns for corporate, partnership, individual, estate, trust, and nonprofit clients.Routinely work on business valuation and due diligence engagements for gift tax and/or M&A purposes. Additional services include forensic accounting, cash flow analysis, financial statement preparation and analysis, financial projections, tax compliance services, individual and business tax planning, property and sales tax preparation, and quarterly payroll tax preparation. Show less

Staff Accountant

• Sep 2012 - May 2014

Work closely with clients in various industries, such as retail, real estate, professional services, and restaurant management.Provide tax preparation and reporting for corporate, partnership, individual, and nonprofit clients.Routinely work on business valuation and due diligence engagements for gift tax and/or M&A purposes. Additional services include forensic accounting, financial statement preparation, tax compliance services, individual and business tax planning, property and sales tax preparation, and quarterly payroll tax preparation. Show less

Tax Intern

• Jul 2011 - Sep 2012

Provide tax preparation for corporate, partnership, and individual clients.Property and sales tax preparationPayroll tax preparation

Audit Intern

• May 2011 - Jun 2011

Assist with captive insurance audits. Assist with captive insurance audits.

Tax Intern

• Jan 2011 - May 2011

Assist in tax preparation for both corporate and individual clients Assist in tax preparation for both corporate and individual clients