TERESA PLACEY

H: 239-***-****

C: 207-***-****

EDUCATION

University of Southern Maine, BS Business Administration

BS Accounting

Annual Employer Required CPE (40 Hours Annual)

SOFTWARE SKILLS

Microsoft Word and Excel

General Ledger/Bookkeeping Software: Quickbooks, Quicken, Great Plains, Versyss,

Mas90, Peachtree, Topps, Doc-It

Tax Preparation/Research/Planning Software: CCH, RIA, BNA, Profx, Creative

Solutions, Caseware, TValue

WORK EXPERIENCE

Dee & Associates (Naples, FL)

October 2007 – May 2009 Accountant

- Preparation and review of tax returns including Individual, Corporations,

Partnerships, Estate and Non for Profit

- Yearend tax planning for individuals, corporations and self employed (involves

running client meetings)

- Compilations and reviews of client Financial Statements

- Preparation and review of various IRS information returns

- Preparation and review of annual property tax returns and tax reimbursement

forms

- Review and preparation of Quarterly and Annual payroll reports inclusive of:

W2s, W3, 941, 940 and UCT-6

Computing various Buy-In’s to practices and building partnerships

-

- Tax Research

PRIVATE CAPITAL MANAGEMENT GROUP (Naples, FL)

February 2006 – October 2007 Finance Manager

- Preparation of monthly personal financial statements, includes: posting and

classifying all bank and credit card activity, post transactions from broker

statements (Interest, Dividends, Shorts, Realized and Unrealized gains/losses),

reviewing gains and losses to confirm best security lots used to maximize gains or

losses according to tax projections

- Preparation of Individual, Corporate, Partnership, Non-Profit and Estate tax returns

(includes tax projections and working with personal use of airplanes – SIFL

calculations and excluded deductions)

- Preparation of personal property, sales and use tax returns and Form 1099s/1096

- Tax Research

- Maintain and follow up on personal medical insurance claims filed for owner

- Maintain accounts payable for multiple entities and account reconciliations

- Research various issues related to hiring of domestic help (rentals, health insurance

and retirement plans)

- Handling various incidences for owners that occur on a random basis

BERRY, DUNN, MCNEIL & PARKER (Portland, Maine)

June 2000 – January 2006 Senior Accountant

- Preparation and review of tax returns including Individual, Corporations,

Partnerships, Estate and Non for Profit (includes Multi State Filings)

- Year end tax planning for individuals, corporations and self employed (involves

running client meetings)

Managing and supervising staff of 6 – 10 Individuals

-

- Preparation and review of various IRS information returns

- Preparation and review of federal and state quarterly and annual payroll tax

returns, W2s and W3s

- Preparation and review of annual property tax returns and tax reimbursement

forms

- Computing various bonuses and withholdings

- Training clients to use Quickbooks software

- Tax Research

- Involvement in Training Interns on use of various tax software and tax

preparation

- Preparation and Audit of Financial Statements

- Internal Control Review

- Cost Segregation Studies

- Primary contact for various firm clients, Key contact for the firm for Quickbooks

accounting issues

- Tax season management control (assigning jobs and managing work flow)

HARRIS & VICKERS, CPAs

October 1997 – June 2000 Staff Accountant (Falmouth, Maine)

- Preparation of tax returns including Individual, Corporations, Partnerships, Estate

and Non for Profit

- Year end tax planning for individuals, corporations and self employed

- Preparation of year end 1099s and 1096s

- Preparation of quarterly and annual payroll tax returns, W2s and W3s

- Preparation of annual property tax returns

- Preparation of pension participation statements and Form 5500s

- Computing various bonuses and withholdings

- Performing Bank Reconciliations for clients on Quickbooks

- Training clients using Quickbooks software

- Compilation and Review of various firm clients

UNIPHY HEALTHCARE OF MAINE, INC. (INTERMED P.A.)

1995 – June 2000 Staff Accountant (South Portland, Maine)

- General Ledger and Financial Statement Maintenance

- Physician bonus calculations

- Bank reconciliations for various accounts

- Accounts Payable and Receivables including IRS form filings and Medical claims

review

Payroll – maintaining payroll records and quarterly and annual filings

-

1989 – 1995 Billing Clerk

- Medical Billing

- Patient appointment scheduling

- Accounts Receivable

References:

Richard Gosselin (Supervisor at Private Capital Management Group and former Partner

at Berry, Dunn, McNeil & Parker)

Cell: 207-***-**** Office: 239-***-****

Frank O’Shea (Partner at Berry, Dunn, McNeil & Parker)

Office: 207-***-****

Cathy Jackson (former manager at Berry, Dunn, McNeil & Parker)

Office: 207-***-**** Cell: 207-***-****

Robin Cyr (former manager at Berry, Dunn, McNeil & Parker)

Office: 207-***-****

Ruth Ann Walker (former CFO at Uniphy Healthcare of Maine, Inc.)

Office: 972-***-****

Contact this candidate