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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.
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