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Click here or scroll down to respond to this candidateCandidate's Name
DETAILS OF WORK EXPERIENCE 1988 TO 2024PEPPER, GELBORD ROTH & COMPANY - 4/1988 TO 1/1993 JUNIOR ACCOUNTANTWorked extensively on certified audits of non profits, manufacturing, garment companies, real estate and professional service organizations.Prepared individual, corporate, S-corporation, partnerships, non profit returns.These included multistate tax returns.Also calculated book to tax calculations which included UNICAP.Prepared estimated taxes based on tax planning calculations.ITO CPA, PC 2/1993 TO 10/1995 SEMI SENIORWorked with international tax issues extensively.Prepared individual, corporate, S-corporation partnerships, non profit returns.Also worked with non resident and resident alien issues in respect of tax return preparation.Prepared multi state returns.ALAN ROSENBERG CPA, PC 11/1995 TO 12/1996 -SEMI SENIOR/SENIORPrepared certified audits of non profits, real estate, professional service corporations.Prepared individual, corporate, S-corporation, partnerships, non-profit returns.These included multi state returns.Worked with clients for tax planning and to prepare estimated taxes.MEWL LLP PC 01/1997 TO 6/1999 SEMI-SENIOR/SENIORWorked on certified audits of real estate entities, professional service corporations.Prepared individual, corporate, S-corporation, partnership tax returns.These included multi state tax returns.Prepared estimated taxes and tax projections based on tax planning calculations.WEINICK SANDERS LEVENTHAL 07/1999 to 12/2001 Tax preparer/reviewerPrepared and reviewed all levels of tax returns.These included individuals, S corporations, partnerships, non profits, trust returns.These included multi state returns.Worked with tax planning and also performed extensive tax research.During this period I was a member of the Estate Planning Committeeand attended numerous meetings.DANNY STANTON CPA 01/2002 to 12/2005 -Tax preparerPrepared individual, corporation, S-corporation, partnership and trust tax returns.Calculated estimated taxes for clients based on tax planning.Also included were multi state returns for individuals and entitiesFREEMAN DAVIS 01/2006 to 6/2008 Tax ManagerPrepared and reviewed tax returns all levels.These included individual, corporate, S corporation, partnership, trust, non profitsPerformed extensive tax research as well as tax planning and estimated taxes.RADIN & COMPANY 8/2008 to 6/2010 Tax ManagerPrepared and reviewed tax returns all levels.These included individuals, corporations, S corporations, partnerships, trusts, non profitsPerformed tax research for clientsCalculated estimated taxes quarterly and prepared tax plans for clients.07/2010 to 12/2014This period I was an almost full time caregiver to my very sick Mother and my FatherI worked part time per diem jobs to work around my caregiving obligations.JAMES DUNNE CPA 01/2015 to 06/2015 Tax preparer and reviewerPrepared and reviewed tax returns all levels.These included individuals, corporations, S corporations, partnerships, trusts, non profits.Calculated estimated taxes quarterly and prepared tax plans.MARTIN J. FINKLE 07/2015 to 02/2022 - Tax ManagerPrepared and reviewed tax returns all levels.These included individuals, corporations, S corporations, partnerships, trusts, non profits.Calculated estimated taxes as well as individual and corporate tax plans.Prepared sales taxes monthly and quarterly.Prepared payrolls and payroll taxes weekly, monthly and quarterly.Worked extensively with Quickbooks and Excel and utilized La Certe softwarePerformed extensive tax research for clients.Worked with clients as to IRS, NYS and other state audits both individual and corporation.Have extensive experience with preparation and organization of documents for IRS and state audits.Also worked with numerous foreign clients and clients residing overseas.Had client interactions with several hundred clients on an ongoing basis.FULVIO & ASSOCIATES 02/2022 to 06/2022 TAX PREPARER/TAX REVIEWERPrepared and reviewed tax returns all levels.These included individuals, corporations, S corporations, partnerships, trusts, non profits.Performed tax research for clients.Prepared estimated taxes and calculated based on tax plans all entities.Prepared and calculated the PTET as required in multiple states.Worked with numerous foreign tax issues and clients residing overseas.Note: Tax partner I worked for unfortunately died and there was a company restructureFor the period from July 2022 to present I have worked per diem as follows:Ash & Parsont CPA - 07/22 TO 08/22This was a temporary tax preparation and review positionOwen Flanagan CPA Preparation and reviewMichelle Schlereth CPA 01/23 to 03/23 Preparation and reviewFeuer & Orlando CPAs -03/23 to 06/23 Preparation and reviewOG CPAs - 07/23 to 02/24 Preparation and reviewCeasar & Smilow CPAs 02/24 to 04/24 = Preparation and reviewThese firms above I was a tax preparer/ tax reviewer . These were temporary tax positionsFor all firms prepared tax returns for all levels for clients.These included individuals, corporations, S corporations, partnerships, trusts.Utilized LaCerte, Prosystem and Ultra Tax programsOTHER INFORMATIONPlease note that limited liability companies are included under the partnership umbrella which I prepared extensively over the years.I am proficient in LaCerte, Prosystem, Drake and Ultra Tax.I have worked with Microsoft Teams, Zoom and Firm 360 ProgramsI am knowledgeable of electronic storage function of client documentsAlso I am proficient in Quickbooks and ExcelEDUCATION :New York University B.A.New York University M.A.Pace University M.B.A. in Accounting - 1990Pace University M.S. Taxation Received in 2003CPA license in New York and New JerseyRespectfully submitted,Candidate's Name |
