RELATED PROFESSIONAL EXPERIENCE

PRESENT POSITION

Self Employed as CPA in Palm Beach County area (since 1981)

Client base of small to medium businesses requiring services including quarterly reviews and financial statement preparation, tax consulting and business planning.  Complete tax return preparation services (Federal, State, Local).

Many individual tax clients of different tax positions requiring knowledge of tax rulings.

ARTHUR YOUNG & CO -- a.k.a. Ernst & Young

CPA Apprenticeship with Arthur Young & Co. ('Big Eight' International accounting firm).  Duties included all phases of auditing, supervision of auditing staff at the level of senior auditor, preparation of audited financial statements including footnote preparation, auditor for many large profit sharing and pension plans, preparation of State and Federal income tax returns for Corporate clients.

VARIOUS COMPANIES

Pre-professional experience with small, large and governmental operations as they relate to accounting and maintenance of financial records.

EDUCATION

Florida International University (Miami):   Bachelor of Business Administration, Major in Accounting, Graduated with Honors.

Certified Public Accountant - State of Florida License #11290

HONORS - COLLEGE

Listed in Who's Who in American College Students

Accounting Excellence award presented by the Dade Chapter of the American Institute of Certified Public Accountants for outstanding academic performance at Florida International University

Gary Gerson Scholarship:  Presented by FIU Accounting Department in recognition of academic achievement and leadership ability

Outstanding Service Award:  Presented by the officers of the FIU Honorary Accounting Society

REFERENCES

Corporate & Individual Tax/Accounting references available upon request

ENROLLED AGENT, ADMITTED TO PRACTICE BEFORE THE IRS

Experienced Enrolled Agent (EA) with proven leadership skills, tax software knowledge and certification, corporate and personal tax experience, and proficiency with Tax Regulations.  Experience with a broad mix of clientele and able to resolve regulatory conflicts.

PROFESSIONAL EXPERIENCE

11/2020 to Present:    Enrolled Agent (EA), Admitted to Practice Before the Internal Revenue Service, Mary Ann Phillips CPA PA Office

12/2009 to Present:   Tax & Accounting Specialist (AFSP), Mary Ann Phillips CPA PA Office

Corporate, Partnership and Personal Tax preparation with varying levels of difficulty

Representation to the IRS for clients under IRS review or audit (penalty abatement, IRS adjustments, audit, etc.)

Certified and knowledgeable in Drake Tax Software

Experienced and qualified Bookkeeper (10 years of experience with QuickBooks Software)

Strategic Tax planning services to plan for life events or changes in income

Safe and secure delivery of documents containing sensitive client data (password protected to guard clients against identity theft)

Train employees and hold instructional meetings on tax law

Proficient on health care laws (Affordable Care Act)

Qualified Business Income Deduction Proficiency (Section 199A deduction new in 2018), formulated spreadsheets to plan for QBID

EDUCATION

Enrolled Agent (EA), Licensed to Practice Before the Internal Revenue Service -- Continuing Education requirement of 72 hours every 3 years

Bachelor's Degree in Accounting, Florida Atlantic University (FAU), Boca Raton, FL

Associate in Arts, Palm Beach State College, Palm Beach Gardens, FL

SPECIAL SKILLS

Assumed leadership role on group assignments at FAU; assigned tasks, managed time, enforced deadlines, resolved conflicts and motivated group members

Member of the Accounting Society at FAU

Annual Continuing Education (CE credits) in anticipation of new tax laws/regulations for the current tax year