A National Tax consulting Firm

Analysis of entity level taxation, individual taxation, estate taxation, and multiple entity structures, Internal Revenue Service defense and state taxation defense including all types of income, sales, and other tax liabilities. Work as part of tax planning team to help clients reduce their overall level of combined taxation. Extensive experience in income tax planning 

• Developed monthly reports for CFO and Finance Committee
• Assisted and trained staff in gathering information from General Ledger System and downloading it into Excel and Access for financial analysis
• Aided staff in simplifying input into fixed asset depreciation system
• Greatly increased employee efficiency by identifying, implementing, and training staff in becoming more efficient in using the computer as a tool
• Created programs within MSExcel, MSAccess, MSWord, and FAS to make data analysis and input far easier than prior practices

Local Accounting Firm, Deerfield, IL
Certified Public Accountants
Member

• Co-founded 15-person public accounting firm

• Designed office local area network and was responsible for maintaining current software

• Supervised 13 professional staff members

• Performed all firm accounting functions including, but not limited to, maintenance of time records and personnel data

• Performed the duties as consulting controller to many clients which included handling banking relationships, identifying opportunities for increased profits through tax planning, analyzing financial statements for the purpose of recommending improvements in the manufacturing process, as well as improving efficiency in all other business areas

• Preparation of operating budgets and financial projections for firm and clients

• Maintained client base and supervised staff performing services for those clients
• Selected and trained personnel in Creative Solutions client write-up software for the firm
• Pioneered the use of ProFx tax preparation software for the firm
• Performed the duties as consulting controller to many clients which included handling banking relationships, identifying opportunities for increased profits through tax planning, analyzing financial statements for the purpose of recommending improvements in the manufacturing process, as well as improving efficiency in all other business areas
• Assisted in litigation support for clients

• Introduced computerized client write-up software and in-house tax preparation software to the firm
• Proficient with MSExcel, MSWord, MSAccess, ProFx, TurboTax, Quicken, QuickBooks
• Supervised 20 professional staff members in the Small Business Division of the firm
• Performed the duties as consulting controller to many clients which included handling banking relationships, identifying opportunities for increased profits through tax planning, analyzing financial statements for the purpose of recommending improvements in the manufacturing process, as well as improving efficiency in all other business areas