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Click here or scroll down to respond to this candidateCandidate's Name PHONE NUMBER AVAILABLEQualificationsDaszkal Bolton Selected to represent the firm and was Published as one of the Up-and-coming CPAs South Florida Business Journal, August Street Address issue.Software Certifications for Office Street Address , QuickBooks Pro Advisor and Partner QB Desktop, Creative solutions, and Accounting CSTax Prep Software: UltraTax, File Cabinet, FRX, ProSystems FX, TaxAct, Intuit ProConnect, ProSystemExperienced management in both private positions and public CPA firms.Tax Forms 1120 1120-S 1065 1041 1040 990PF and Info 8949, 6781, 8621, 8886, 5471, 5472, 8865, 8938 FbarsHigh-net-worth clients tax planning and preparation. Quarterly estimated tax payments, tax saving strategies, requirements, and trader non passive classifications on Disposition of Partnership interest with Negative basis Work ExperienceAPRIL 2022 TO PRESENT LEVENSON, KATZIN & BALLOTTA P.A. TAX MANAGER Firm small size under 10 employeesTax manager- Client List & Prepare federal tax returns: 1120S 1120, 1065, 1041, 1040 and states. Accounting - Prepare compiled financial statements using R365 for multi-location restaurants month-end-close, set up internal control procedures for management, comply with monthly deadlines. Consolidated multi-location compiled financial statements issued 10 days after month and close cycle 28:28:35. Tax Prep: From start to finish: Start from Client TB by taking balances of QB and input into Accounting CS, then group chart of accounts to tax groupings reports, prepare AJE, accruals, prepaids, and payroll expense and liabilities to tie to the payroll reports. Projections and Year-end Tax planning to maximize 401k plan contributions. JUNE 2017 TO DECEMBER 2021 FONT & NELSON PLLC CFO, CPA CFO- Consulting Advisor Coordinate Structure for tax and accounting of Partnership to include 5 law firms consolidated into 1 entity with SMLLC under the umbrella of the PLLC. CPA- Organizational Chart for the operating entity that remains subsequent to eliminated entities, and special profit allocation to partners per client groups and client earnings, net costs.Change to Plaintiff Law Started as Insurance Defense Law-firm Reorganized after 1 year to bottom policy and procedures restructuring disengaging one big client: insurance company and switch to demand of client cases to increase profits required Overhaul compensation packages to incentivize bringing in cases through referrals, and best source Public Adjusters. Shift costs, reduce fixed overhead, ensure accounting expenses on per case basis, net profits per case calculations per attorney necessary implement internal controls. Plaintiff type of industrial incentives and policies and procedures. Font & Nelson PLLC re-setup accounting records, tax compliance, payroll, and internal policies and procedures including records start over with QuickBooks Online and ADP partners. Setup and automation. Internal Control systems and compliance with Federal and State tax. Advise partners with strategic advantages. May 2016 to April 2017 Body Details, LLLP & Subs CFO, CPA Manage Accounting staff: Controller, Staff accountant, and Bookkeeper as well as outside CPA firm to coordinate audit and compliance with internal controls. AP, AR, fixed assets, Financing. Communicate with outside investors on questions related to the financial position of the company and projections for potential future capital raises. Investor Quarterly Reporting. EMAIL AVAILABLE LINKEDIN LINK AVAILABLE Candidate's Name PHONE NUMBER AVAILABLEA two-year restatement of financial records resulted in a business valuation increase from $10 mil to $30 mil. Private Equity firm signed on to raise $5 million dollars to expand operations into Orlando in Tampa by 2020. Worked with Private Equity group for due diligence to get a contract with private funding to help with cash shortages due to the growth. Develop budget for current year and forecast for each of 7 locations, additionally used budget to model the 4-wall projection for the expansion into the new markets. DECEMBER 2015 TO APRIL 2016 DASZKAL BOLTON, PLLC. TAX MANAGER, CPA Mid-Size - regional firm up to 100 employeesManage staff in a broad range of tax filing requirements and main contact for clients including engagement letters and final bills. Oversee Staff preparing Corporate, Partnership, state returns. Successful outcomes in 3 concurrent IRS audits,Ensure compliance of assigned clients with regulatory bodies: IRS, States, and Franchise Tax JAN 2012 TO DEC 2015 GERSTON PRESTON ROBINSON TAX CPA Mid-Size - regional firm up to 100 employeesPrepare consolidated tax returns for construction developers with IRC Sec263A and IRC Sec. 266 adjustments including book to tax reconciliations from audited financial statements to taxable income on schedule M3. Eliminate intercompany transactions to avoid double counting of income and deductions. Merger and acquisitions disclosure attached to tax filed. Investment partnership accounting and taxation with hedge funds and publicly traded pass-through entities. Differentiate between passive and non-passive deductions due to hedge funds' treatment as traders allowing ordinary deductions from SWAPS, Section 988, Sec 1256, mark to market Sec 475 transactions. Calculate gains and losses on partnership dispositions. Calculate basis adjustments on publicly traded partnership sales to pick up ordinary gains and losses on F4797 and use the passive activity losses to offset the ordinary gains incurred. Track GAAP Basis and tax basis for each investment partnership to segregate the permanent differences that do not affect the tax basis to accurately calculate the gains and losses on dispositions. Monthly reconciliations of brokerage statements to accurately reflect the investment income, account for assets at cost, and keep track of the unrealized gains and losses.Complex International tax regulations for individual, corporate, fiduciary and investment partnerships. Protect clients from steep IRS penalties by filing informational returns for US investors in foreign entities, stock, and cash transfers to PFICs, reporting foreign bank assets, and withholding requirements for nonresident investors. Prepare amended tax returns for taxpayers coming under the IRS Offshore Voluntary Disclosure Initiative (OVDI). January 2009 to Dec 2011 GM Financial Senior TaxCPA Firm small size under 10 employeesHigh volume tax return preparation for individual, corporate, partnership, payroll and fiduciary clients and asses foreign withholding requirements and personal financial statements for individual, corporate, partnership, payroll, and fiduciary clientsEducation2015 Nova - Master of Science in Accounting 3.8 GPA 2010 FAU - Bachelor of AccountingEMAIL AVAILABLE LINKEDIN LINK AVAILABLE |
