Prepared and reviewed partnership, corporate, high net worth individual, trust, estate, not-for profit tax returns with concentration on partnerships. Analyzed personal and business situations and consulted clients with a new and on-going business and personal tax compliance; intensive tax research using CCH Intelliconnect or Checkpoint RIA. Quarterly and annual tax projections using spreadsheets and BNA. Responsible for budgeting and completing assignments on time; represented clients before the IRS; handled the IRS audits via mail and in person; resolved tax problems with local tax agencies. Supervised staff, trained, and explained tax laws and proper software usage. Facilitated U.S. citizens living abroad with foreign tax compliance.

Prepared partnerships, corporations, and high net worth individuals tax returns; conducted discussions with clients. Made sure assignments are accomplished within the budgeted time. Communicated with the IRS and local tax agencies to resolve tax problems as they arose. Served in educational programs as an instructor or a discussion leader.

Performed tax, compilations and reviews for various types of entities including doctors, attorneys, not-for-profits, government contractors, and construction companies. Communicated with clients and clients’ accounting personnel. Trained staff in preparation of tax returns. Reviewed personal property, payroll tax returns, and compilations. Performed tax projections for businesses and individuals. Provided advice and related services to businesses, individuals and not-for-profit organizations. Solved various problems with the IRS and state departments of taxation.

Organized clients’ data, performed compilations and reviews and prepared a variety of tax returns including corporate, partnerships, and individuals. Accrual to cash and vice versa conversion. Tax research, business planning, and individual tax projections. Reviewed personal property and payroll tax returns. Communicated with clients and met deadlines. Participated in regular knowledge exchange through in-house training sessions.

Provided outsourced accounting services involving recording transactions in ledgers, preparing trial balances and financial statements, reconciling subsidiary accounts to control accounts, and resolving discrepancies. Prepared payroll, sales and individual income tax returns. Prepared accrual entries for property and equipment and calculated depreciation expense. Performed compilations and review procedures. Worked independently at clients’ sites and performed controllership functions.