Description
Experienced with all types of tax returns, including Federal, State and Local, International, Franchise, Sales and Use, and Property 2. Auditing services including internal and external audit planning assistance and analysis, preparation and review of financial statements, forensic accounting, internal controls testing, and account analysis and reconciliations 3. Providing audit and compilation services, financial analysis, tax planning and advice, investigative research, and business start-up and dissolution assistance 4. Experienced in several critical calculations such as timing differences (permanent vs. temporary), book to tax reconciliations, (FAS 109 tax provision), SOX compliance requirements, multi-state tax return preparation, SEC required 10K /10Q footnote review and preparation in accordance with GAAP and GAAS, and consolidations 5. Provide financial analysis and tax preparation for multiple small business and corporate entities, individuals, partnerships, S-Corps, estates, trusts, and non-profit organizations 6. XBRL Project Management providing SEC-mandated XBRL Reporting and Analysis assistance and review 7. Corporate and Partnership M-3 assistance, preparation and reviews performed 8. Providing financial analysis, tax planning and advice, and business start-up and dissolution assistance 9. Preparation of interim financial statements, including P & L analysis as required by financial institutions Experienced with all types of tax returns, including Federal, State and local, International, Franchise, and Property 15. Corporate and Partnership M-3 preparation and reviews performed 16. Experienced in several critical calculations such as timing differences (permanent vs. temporary), book to tax differences, FAS 109 tax provision experience, SOX compliance requirements, multi-state tax return preparation, SEC required 10K footnotes review and preparation in accordance with GAAP, and consolidations 17. Auditing which includes preparation and review of financial statements and account reconciliations TATE, PROPP, BEGGS, & SUGITOMO, Sacramento, CA 2/2000 - 11/2001 Senior Accountant - CPA Firm 18. Audit specialist performing extensive tax preparation, review, forecasting, planning, and analysis 19. Strict adherence to GAAS and GAAP within all Audit and Tax engagements 20. Performed tax services for corporations, partnerships, individuals, S-Corps, estates, trusts and non-profit organizations 21. SEC required 10K footnote disclosure preparation and review prepared for corporate clients Familiarity with SEC requirements and regulations for corporate filings, ensuring GAAP presentation 23. Prepared and analyzed M-3's (formerly M-1's) including those of significant impact such as meals and entertainment, charitable contributions, fines and penalties, and goodwill adjustments 24. Utilized Lacerte and Pro-Fx Systems Tax and Audit Packages 25. Performed tax research using CCH tax and audit research library
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