JOHN C. WHATLEY

*** ****** **** ***** – Apartment 1217

Lawrenceville, Georgia 30043

Cell: 843-***-**** • abgf4m@r.postjobfree.com

EXPERIENCE

H&RBlock Tax & Business Services, Duluth, GA 30096 – 2011-2012

Tax Consultant. Supervised staff of 10, who, along with myself, prepared individual tax returns (1040s) and State and local tax returns as a perk for employees of large corporation which had hired us; reviewed and electronically filed 200 tax returns; taught staff on UltraTax and how it worked; taught classes on tax preparation for certain professions (police, fire, military); prepared and filed 1040X and State Xs as needed; answered IRS and State letters.

Programs: UltraTax, MSWord, Excel.

Bookkeeping Company, North Charleston, SC – 3 years (2008-2011)

CPA Firm, Summerville, SC – 1 year (2007-2008)

Income Tax Preparer, Atlanta and Charleston – 35+ years (tax season) with accounting firms (1967-present)

Co-Manager, Military VITA – 4 years; taught IRS employees and VITA volunteers form preparation

Enrolled Agent, IRS – 10 years

Tax Consultant. Clients had sales >$1 million (2), >$500K (2), >$100K+ (5), <$100K (16). Clients were small manufacturer, several service corporations, restaurants, taverns, auto repair companies, used car dealer, and several non-profits.

• Prepared and issued paychecks for 7 companies.

• Prepared monthly sales tax forms (17 clients), liquor tax forms and hospitality tax forms (7).

• Prepared and electronically filed quarterly and monthly withholding paperwork with State and Federal taxing authorities.

• Prepared monthly Profit and Loss statements for all clients.

• Prepared and mailed W3s, W2s, annual withholding paperwork.

• Prepared annual property tax forms (PT100s, PT300s).

• Prepared and reviewed 1040s, 1041s, 1065s, 1120Ss, Schedule C (LLCs), etc.

• Responded to both client and Federal and State taxing authorities’ inquiries.

• Analyzed and researched tax questions for potential tax savings for clients.

• Reconciled monthly bank statements of clients.

• Counseled clients on a variety of tax issues, including my preparing preliminary tax returns based on prior year’s deductions in June, September, and December for tax planning.

• As Enrolled Agent handled tax audits.

Key accomplishments:

• Discovered that another CPA firm had made errors on income tax forms for high-profile client; filed amended returns to get her considerable refunds; suggested her son (a lawyer) sue the former CPA firm for gross negligence (since this had continued for 10 years) to recover refunds due outside statute of limitations.

• Corresponded for over a year on a letter audit with IRS for a client; IRS’ case based solely on amounts which IRS had erroneously entered; IRS waived all interest and penalties and amounts due.

• Numerous tax audits of clients conducted successfully.

Programs: QuickBooks, MSWord, Excel, UltraTax, TaxPro.

Roger Williams University, Marietta Extension Campus, Marietta, GA – 3 years

Adjunct Professor. Taught the three Business Law courses each quarter: Contracts; Corporations; Uniform Commercial Code. Successfully incorporated tax law into business law curriculum.

MILITARY TAX EXPERIENCE

Co-Manager / Reviewer / Tax Preparer for military Volunteer Income Tax Assistance (VITA) office with senior IRS agent (GS15 – Chief of Auditors for Southeast Region). Military VITA accepts anyone who walks in, no matter how complicated the returns. Agent and I did more complicated returns.

Retired Field Artillery Officer (23 years); Vietnam Era and Desert Storm veteran

EDUCATION

Georgia State University, Atlanta, Georgia BA (Political Science)

Woodrow Wilson College of Law, Atlanta, Georgia JD, LLM (Taxation)

Department of Defense, Public Affairs School (honor graduate) (secondary MOS), Finance School (honor graduate) (tertiary MOS)

Department of the Army, Field Artillery Basic Officers School (top 10%) (primary MOS), Field Artillery Advanced Officers School

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