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Manager Sales

Shelton, Connecticut, United States
November 21, 2018

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Larry M. Heilweil, CPA

Debits & Credits, LLC.

** ****** ******, *******, ** 06484

203-***-**** Cell

Professional Experience

May 2011- Present

Larry M. Heilweil, CPA, DBA Debits & Credits LLC. Shelton, CT

Self employed providing tax compliance services to individuals, estates, trusts, partnerships and

closely held corporations. Also provide tax consulting services primarily for estate & trust

administration to various law firms including Owens, Schine & Nicola, P.C., a local law firm

in Trumbull, CT.

January 2008- May 2011

Baumann, Raymondo & Co. P.A. Tampa, Florida

Tax Manager

Tax Manager of a local Certified Public Accounting Firm with a diversified practice including

manufacturers, service business, real estate contractors & developers, estate & trust planning and

administration. Duties include all aspects of tax compliance, research, planning and representation before

Federal & State tax agencies with continuing tax and accounting services to

individuals in the entertainment industry.

August 2001-December 2007

Burton Goldstein & Co. LLC. NYC

Tax Director

In charge of tax department of business management firm servicing high profile individuals in the

entertainment and sports industry. Duties include all aspects of tax compliance, research and planning for

Federal, multi-state and foreign income tax issues, estate/trust administration and planning.

1979-2001 Friedberg, Smith & Co. P.C. Bridgeport, CT

Tax Principal – Head of Tax Department

Principal in charge of tax department of this local CPA firm, consisting of approximately 30 professionals with

offices in Bridgeport and Stamford. Have extensive experience in Federal and State income tax

matters for Individuals, Corporations, Partnerships, Estates and Trusts, including compliance, research and

planning. Was responsible for review and planning for business clients ranging from $1- $100 million

in sales. The various types of industries served are as follows:

Retail Sales/ Distributors

Furniture Sales Company

Manufacturing Companies

Real Estate Developers/Management

Real Estate Syndications

Hedge Funds/Brokers, Dealers and Traders

Family Limited Partnerships

Non Profit Organizations

Estate Tax Planning/Estate & Trust administration

Planning for Closely Held Businesses (Sub-S, LLC)

Individual Income Tax Planning

Music & Entertainment Industry

1970-1979 Grant Thornton NYC

Tax Manager

Manager for National CPA Firm with concentration in Partnership, Individual, and Corporate tax matters

including review, research and planning; included a long-term overseas assignment in Sydney Australia

with an Affiliate.

1968-1970 Alevy & Cantor NYC

Staff Accountant

Assisted in compilations and preparation of various tax returns.


Long Island University 1963-1968

Bachelor of Science in Accounting

Long Island University 1970-1971

Masters of Science- Taxation

Professional Organizations

Member AICPA, New York State Society of CPA’s, Connecticut Society of CPA’s and Florida Society of CPA’s.

Licensed as a Certified Public Accountant in the States of New York, and Connecticut

Additional Professional Activities

Treasurer and Board Member of the Rotary Club of Tampa Florida, Rotarian of the Year 2010, former member of Rotary Club of Bridgeport, CT and former Treasurer of Rotary Housing Corporation

Software Experience:

ProFX Tax, Microsoft Word, Excel, BNA Tax Management, CCH, RIA

References Furnished upon request

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