About
• Preparing, planning and reviewing of complex federal and multistate income tax returns for high net worth individuals including decedent’s final returns, partnerships, corporations, foundations, gifts, estates and trusts.
• General ledger expert with an emphasis on month-end account reconciliations, journal entries, and month-end expense analysis.
• Preparing and reviewing of payroll tax returns, sales tax returns, estimated income tax payments and tax projections.
• Preparing and reviewing of financial statements, including personal financial statements for individuals with extensive holdings and net worth in excess of $100 million.
• Manage all financial transactions and review all transactions inputs into Quick Books, Excel and tax software.
• Working with client management team in researching and resolving tax questions and technical issues.
• Preparing and reviewing accounting in Surrogate’s court format and working with clients and their attorneys to help ensure the efficient administration of Trusts and Estate.
• Structuring Business Entities to minimize taxes and maximize financial return.
• Working closely with attorneys, financial advisors, and other Professionals to see both financial and personal needs are met.
• Advising high net worth individuals, family business including personal business management, retirement plans, investment strategy devolvement and cash management.
monthly, quarterly, and annual financial statements.
Over 14 years of progressive, comprehensive experience as an innovative accounting professional. Demonstrated ability to effectively plan, coordinate and meet deadlines of multiple projects. Noted for positive rapport with co-workers and clients. Detail oriented, with a proven ability to successfully contribute to company objectives.
Supported a significant increase in productivity levels by streamlining accounting processes for preparing and reviewing to deliver to management, under extremely quick turnaround timelines, the best products and the highest quality that we can have
Reviews
Mohamed G.
Frequently asked questions
What is your typical process for working with a new customer?
We enjoy meeting our customers face to face and LISTENING to them. What do they need done? What deadlines exist? We hope to convey to them that we are a trustworthy company and have their best interests in mind at all times
What education and/or training do you have that relates to your work?
A bachelor's degree in Commerce and Accounting. Enrolled Agent (EA) and Member of National Association of Enrolled Agents (NAEA), Certified QuickBooks Online Proadvisor and Notary Public.