Professional Bio

Summary of Professional Experience and Technical Competencies in Public Accounting: I am a Certified Public Accountant with extensive hands-on experience across a broad range of accounting, tax, and advisory services for individuals, closely held businesses, S corporations, partnerships, and C corporations. Key Technical Skills and Areas of Expertise: Financial Reporting & Statement Preparation — Preparation and compilation of GAAP-compliant financial statements, including balance sheets, income statements, statements of cash flows, and footnotes; experience with compilations, reviews, and full disclosures for management and third-party use. Tax Preparation & Compliance — Proficient in federal and state tax return preparation, including: Form 1120 (C corporations) Form 1120S (S corporations) and related Schedules K-1 Form 1065 (partnerships) and related Schedules K-1 Form 1040 (individual income tax returns, including complex schedules for business income, investments, and deductions) Payroll & Bookkeeping Services — Full-cycle payroll processing, payroll tax compliance (Forms 941, 940, W-2/W-3), multi-state payroll setup, and ongoing general ledger maintenance and reconciliation using accounting software. Business Valuations & Advisory — Preparation of business evaluations for purposes such as buy-sell agreements, shareholder disputes, estate/gift tax planning, and merger/acquisition due diligence; application of standard valuation approaches (asset, income, and market methods). Additional strengths include strong analytical skills, attention to detail in reconciling complex accounts, proficiency with accounting software (e.g., QuickBooks, Xero, or similar platforms), and a client-focused approach to delivering accurate, timely, and actionable financial information.