No company affiliations.
Preparing, filing and overseeing nationwide company sales tax collection and remittance for multiple entities. Each belonging to a conglomerate of over 20 different US companies operating in all 50 States and Washington D.C., and Canada. Filing and maintenance of over 2,000 State and local Business/Contractor licenses Including: Asbestos, HAZMAT, Lead abatement and HVAC licensing for Duct and Kitchen Hood Cleaning
Prepare and file all Sales, Use, and Property Tax returns. Prepare and file all State and Local Contractor and Business License applications and renewals. Due diligence for Federal Income Tax returns. Prepare apportionment for State Income and/or Franchise Tax returns and reports. Preparation of all required State Annual Reports with all 50 Departments of State and Washington D.C.
Recent Achievements Oversaw a team of employees that gathered information to bring down an initial sales tax liability in Ohio from $5 million to $600,000 Disputed a $1.5 million Texas sales tax liability through redetermination hearing, resulting in an eventual gross tax due of only $40,000 Advised COO and office managers in State of Washington of the ability to move costly company B&O tax onto our customers. By adding an additional line item to billings, this resulted in a 2% increase in profit margin
Personal Income Tax Return Preparation. Maintained Small Business 401k plan tracking. General Ledger Account auditing.
Prepared individual income tax returns Prepared account reconciliations, financial statements and profit sharing reports Contacted stockbrokers on client's behalf to retrieve missing tax information
Sales, Use and Property Tax return preparation and Filing.
Prepared and filed property tax returns for various state and local jurisdictions Prepared and filed various city income tax withholding returns Filed various business licenses and unemployment returns
Prepared and filed property, sales, and use tax returns for various state and local jurisdictions Analyzed and interpreted tax assessments Produced written reports and correspondence relating to sensitive issues concerning prior tax delinquencies. Contacted tax officials by phone, fax, and e-mail to resolve these issues Paid property tax bills to tax jurisdictions
Prepared hundreds of Personal Income Tax Returns over a 6 month period.