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Rebel Lea Robertson, CPA

Certified Public Accountant

 

 

 

Success Stories

 

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Reduced distribution time for approximately 6,000 partnership K-1s to client's investors from April 15th to February 28th.

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Eliminated approximately $200,000 in penalties assessed by the Internal Revenue Service due to failure by prior tax preparer to file timely income tax returns.

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Lead a strategic research and an in-depth evaluation study resulting in the acquisition of approximately 1,000 oil and gas properties.

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Eliminated $90,000 tax warrant issued by state taxing authority due to failure by prior tax preparer to file state income returns.

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Acted as a liaison with the external financial auditors so that the audit was an efficient and effective process, allowing accounting personnel to focus on their primary accounting duties, saving countless personnel hours.

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Coordinated financial audit and other data gathering for a client CFO requiring assistance in amending an S-1 with the Securities and Exchange Commission.

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Worked with the Chief Accounting Officer of a multi-billion dollar public company as a subject matter expert during a new accounting software implementation and customization project.

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Continual collaborative work with financial advisors and estate attorneys of high net worth clients, effectively managing estate, gift, and income tax liabilities.