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Fort Mill, SCPhone - PHONE NUMBER AVAILABLEEmail EMAIL AVAILABLECertified Public Accountant with over twenty years of experience. Accounting, tax preparation, payroll compliance, write up and consulting for closely held companies and individuals. Preparation of compilation, review, audit and valuation reports.Member/ManagerCandidate's Name CPA, PLLC-Myrtle Beach, SC-Charlotte, NCJanuary 2010 to PresentOwner of small firm working with closely held businesses and individuals regarding various accounting and tax related matters.Write up work for small businesses on monthly, semi-annual or annual basis to assist in monthly close and financial statement preparation.Preparation and review of individual and business tax returns for clients including QuickBooks review, adjusting journal entries, payroll, projections, and estimates.Payroll recording and compliance including preparation of quarterly and annual payroll tax returns and withholding remittance.Preparation of audit, review and compilation reports for clients Work ExperienceSenior Staff AccountantBartlettBUIE CPA, P.A.-Myrtle Beach, SCAccountantFebruary 2017 to June 2018Duties include performing financial accounting and bookkeeping functions, and the preparation of individual and business income tax returns for the clients of the firm ControllerIsland Green Golf Course, LLC and Affiliates-Myrtle Beach, SCJanuary 2013 to October 15, 2016Duties include performing all accounting, bookkeeping and payroll functions including preparation of monthly and annual financial statements, preparing bi-weekly payroll, payroll tax and annual corporate income tax returns; activities related to bookkeeping include data entry, bank account reconciliation and posting of monthly journal entries. Also prepared monthly sales tax returns and annual property tax listingsPartner/EmployeeAustin, Falls and Chandler, CPAs-Charlotte, NCMay 1986 to December 2009Partner of firm specializing in closely held business review, audit and valuation engagements. Participated in all facets of the engagement experience from engagement planning, fieldwork, supervision, drafting various types of financial statements, technical compliance, review and report release.Tax preparation for individuals, estates, trusts, partnerships, corporations, and S corporations.Consulting for small businesses in payroll compliance and bookkeeping. Issue of compilation reports, preparation of payroll tax forms for various states, monthly or quarterly bookkeeping or review. Proficient with QuickBooks, Microsoft Word and Excel.CertificationsCPA State: NC, with reciprocal license in SCCertified Valuation Analyst - National Association of Certified Valuation Analysts EducationBS in Accounting University of North Carolina at Charlotte MembershipsSC Association of CPAs - 2014 to presentGrand Strand Chapter of CPAs - 2017 to presentNational Association of Certified Valuation Analysts - 2006 to 2009 National Association of the Remodeling Industry (NARI) - 2001 to 2009 |