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| | Click here or scroll down to respond to this candidateCandidate's Name
CPA License in GeorgiaStreet Address
H PHONE NUMBER AVAILABLE C PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEWORK EXPERIENCETax Associate June 2017 - PresentCendrowski Corporate Advisors (CPA firm), Bloomfield Hills, MIPrepare individual, corporate, partnership, and trust and fiduciary income tax returns for high net worth (HNW) clients.Maintain QuickBooks Online files and prepare the partnership income tax return for a real estate development company based in New York City, NY with approximately $20M in total net worth.Trace spending of trust assets from inherited trust with initial value of $200M for litigation purposes.Perform forensic accounting examination for a real estate development company client in which companys assumptions of relative market value of assets were analyzed and distribution priorities were examined to estimate amount due to member in the event of a buyout of member.Family Sabbatical/Tax Season Roles January 2013 - June 2017Worked in temporary tax season roles during 2014 and 2015 utilizing ProSystemfx Tax, UltraTax CS, and Accounting CS tax/accounting software to prepare individual, partnership and corporate tax returns.Senior Accounting Associate May 2002 - December 2012Thurman Financial Consulting, P.C., Roswell, GA(CPA firm specializing in forensic accounting and business valuation for family law litigation).Prepared and maintained marital balance sheets and traced separate and marital portions of assets, including, investments, retirement plans, stock options, and real estate for family law litigation cases ranging from $1M in total assets to up to approximately $275M in total assets whereby these marital balance sheets and tracing schedules were used by the attorneys of our client as exhibits in depositions, mediations, arbitrations, and court trials.Analyzed income, cash flow, and spending for purposes of calculating alimony and present value of life insurance and preparing Domestic Relations Financial Affidavit of Husband/Wife.Assisted in preparation of business valuations.Prepared individual, corporate, partnership, and trust and fiduciary income tax returns including HNW individuals with up to $12M in AGI.Maintained QuickBooks files for individual, partnership, and fiduciary clients for preparing returns.Senior Tax Accountant January 2001 - May 2002AGL Resources, Inc., Atlanta, GAReviewed partnership returns of a related entity prepared by a Big 5 accounting firm.Performed all of the functions of the income tax department alone for two months.Maintained FAS 109 inventories and current and deferred income tax expense/liability rollforward schedules for twenty business units.Prepared corporate federal and state income tax returns, estimates, and extensions for various business units.Prepared accumulated deferred income tax schedules for rate case analysis.Calculated the consolidated, monthly effective income tax rate.Researched potential tax issues and tax savings strategies for a new acquisition.Candidate's Name
CPA License in Georgia - Page 2Senior Tax Specialist December 1998 - December 2000First Data Corporation, Atlanta, GAPrepared federal, state, and local government corporate income tax returns for the parent company, First Data Corporation, and several subsidiaries and unitary and combined state returns.Researched tax laws and recommended positions and communicated with taxing authorities.Maintained an inventory of FAS 109 book/tax differences for purposes of the companys financial reporting requirements.Prepared quarterly estimated tax payment calculations and extension calculations.Calculated allocation and apportionment schedules for multi-state companies.Assisted with annual report filings.Staff Accountant December 1994 - December 1998Smith, Adcock and Company, CPAs, Atlanta, GAPrepared corporate, Subchapter S corporate, partnership, individual, estate, fiduciary, gift, pension, profit sharing, property, intangible, sales, and payroll tax returns and performed tax research when necessary.Prepared correspondence for clients to the Internal Revenue Service and the Georgia Department of Revenue.Calculated estimated tax projections for clients.Prepared reviews and compilations.Assisted in the audit of companies, which entailed performance of tests of controls, substantive testwork, and workpaper preparation.Prepared write-up work.Maintained fixed assets programs.Created amortization schedules.Staff Accountant - Golden Pantry Headquarters; Athens, GA January 1994 - December 1994Assisted the Controller with daily responsibilities of the company.Oversaw the payroll department including initially preparing payroll upon joining company and then hired and supervised a payroll staff to process payroll for all administrative and store level personnel.Implemented MAS 90s payroll module software.Prepared the quarterly federal and state payroll tax returns.Prepared workpapers for annual audit of company.Maintained fixed assets program and prepared bank reconciliations of cash accounts.SOFTWAREProficient in Microsoft Office, ProSystemfx Tax, UltraTax CS, Accounting CS, Laserfiche, QuickBooks Online, QuickBooks Desktop, Quicken, MAS 90 and FAS2000EDUCATION/LICENSE/MEMBERSHIPUniversity of Georgia, Athens, GA- MAcc -Tax - December 1993University of Georgia, Athens, GA - BBA Accounting - June 1992Certified Public Accountant - state of Georgia - March 1997Member - Association of International Certified Professional AccountantsCandidate's Name
CPA License in Georgia2684 Trillium Hills Drive, Commerce Township, Michigan 48382H PHONE NUMBER AVAILABLE C PHONE NUMBER AVAILABLE Email: EMAIL AVAILABLEAddendum to ResumePROFESSIONAL DEVELOPMENT2009 AICPA National Business Valuation School - American Institute of Certified Public AccountantsAtlanta, GA, July 27-31, 2009Investigative Accounting in Divorce -Forensic CPA SocietyCompleted online December 11, 2007Forensic Accounting in Matrimonial Divorce - Forensic CPA SocietyCompleted online December 26, 2006Advanced Forensic Techniques for Accountants - American Institute of Certified Public AccountantsAtlanta, GA, 20052003 Jobs and Growth Tax Act - American Institute of Certified Public AccountantsAlpharetta, GA, December 4-5, 2003IRS Nationwide Tax Forum-Internal Revenue ServiceAtlanta, GA, August 21-23, 2001CORPTax-Basic Federal & State -Deloitte & Touche Tax Technologies, LLCChicago, IL, June 19-22, 2001Interstate Tax Planning -Interstate Tax CorporationAtlanta, GA.; June 19-21, 2000Federal Tax Course-Level I-Tax Executives Institute Education FundMichigan State University, East Lansing, MI, May 2-7, 1999CLR Fast-Tax-Insource Income Tax Program TrainingComputerLanguage Research, Inc.Dallas, TX, March 16-18, 1999 |