PROFESSIONAL EXPERIENCE

• Tax Planning And Preparation (over 30 years)
  • Self-employed tax planning and preparation of Individual, Corporate and Partnership tax returns.

• Financial Consultant - Centaurus/The Equitable,
  Woodland Hills, CA
  • Assist individuals and corporations in developing and implementing financial plans using a variety of products including life insurance, mutual funds, annuities, stocks and bonds, disability, long-term care and health insurance.
  • Establish and maintain employee benefit plans including retirement plans, group health insurance and meeting business' financial needs.
  • Work with corporate executives in implementing and managing executive compensation plans.

• Senior Tax Analyst - CCH Computax, Inc.,
  Torrance, CA
  • Research tax laws, maintain instructional guides and quality control of computerized computations.
  • Analyze federal and state tax legislation for preparation of specification to be used in developing software.
  • Coordinate changes of forms to accommodate printing under IRS rules.
  • Coordinate changes of specifications based on proposed tax legislation.
  • Create and develop improvements to the tax products and provide customer assistance on the tax system.

• Senior Design Analyst - IFS Dynatax,
  Fairfax, VA
  • Enhance and maintain various tax packages for one of the leading computerized batch processors.
  • Add new forms to existing packages and ensure technical accuracy of TPS (Tax Projection System).
  • Provide customer support as a customer service representative in central and regional offices.

• Senior Tax Analyst - Financial Computer Associates,
  Falls Church, VA -- Audyxx Corporation, Bethesda, MD
  
  • Maintain the technical accuracy of federal and state income tax software developed and maintained by FCA.
  • Provide customer service, outside sales, sales support and tele-marketing.
  • Held the positions of Treasurer and Controller of the company.

  Senior Technical Coordinator - General Business Services, Rockville, MD

  • Supervise 20-person division which prepares federal and state income tax returns.
  • Responsibilities include tax research, prepare partnership and corporation income tax returns, develop and prepare training manuals.
  • Conduct staff training, budget planning and maintain quality control.
  • Implement special projects for the Vice President of Tax Development.

Licenses: