Accounting and tax consulting including accounting, tax preparation, research and analysis for various clients from individuals to mid-sized corporations focused on helping clients get it right the first time. Expertise in Income, Sales & Use, Property tax and Unclaimed Property. Expert with various accounting packages including Peachtree, Xero, Quickbooks among others.

Researched complex state/local tax issues for Fortune 500 clients, review/manage preparation of income tax returns, audit quarterly and annual income tax provision, propose organizational structures to minimize cash tax exposure

Cash budgeting and forecasting reporting to PE Firm and CFO, review of income tax returns, manage business licenses, review property tax filings, manage various federal, state and local audits, work with AR and AP to improve processes; research appropriate tax positions and reporting

Oversee monthly closing of financials, prepare firm tax return, work with clients to research and defend in state and federal audits or controversy proceedings

Prepare/review tax returns for international inbound real estate investment partnerships including non-resident returns for investors. prepare income tax returns for high networth individuals and their business entities across the construction, manufacturing and restaurant industries.

perform various taksing including bookeeping, tax preparation, etc.