Accounting Financial
Resume:
Michael Koch, IRS EA RTRP
th
Rego Park, NY 11374
********@*****.***
Summary:
• Professional financial & tax accountant with extensive experience in financial & tax accounting, providing financial & tax
accounting related work & analysis for clients in various industries in the USA and Canada.
• Provides individuals, business owners, corporations, trusts, executors/administrators of estates, and private foundations with
expert financial, investment, and tax efficient strategies for over fifteen years.
• Complete payroll management and administration of withholding taxes for various states, provinces, & localities.
• Solid experience in the preparation of various taxes for both Americans and Canadians.
• Expertise in sales taxes, use taxes, GST, PST, & HST.
Skills:
Microsoft Office, ADP, Excel VBA, SAP, QuickBooks Certified, Peachtree, ATX, Simply Accounting, BNA Tax Planner, Microsoft
Small Business Financials, Oracle Financials, as well as other accounting and tax programs.
Education:
• BBA: Accountancy: Baruch College Zicklin School of Business, June ‘99, NY, NY
• Minor: Business & Real Estate Law
IRS Enrolled Agent (EA), IRS Registered Tax Return Preparer (RTRP), Certified QuickBooks ProAdvisor (CQP) VITA/TCE
Advanced Certification VITA/TCE Standards of Conduct Certification
Membership:
National Association of Enrolled Agents (NAEA), National Society of Accountants (NSA), National Association of Tax Preparers
(NATP), Institute of Management Accountants (IMA)
PTIN registered, CRA efile registered
Experience:
Michael Koch, IRS EA RTRP Oct ‘03 – Present
Financial/Tax Accountant
Responsibilities:
• Responsible for providing financial and tax accounting related work and analysis for clients in various industries in the USA,
Canada, nonresident aliens, & expatriates.
• Managed subordinates on a daily basis for various tasks and assignments related to financial accounting and taxes.
• Responsibilities included everything from tax compliance in formations, amalgamations, & dissolutions of sole
proprietorships, (P)LLCs, PC, non-profits, estates, trusts, partnerships, & other varied corporate structures, quarterly tax
filings such as GST/HST, installments, annual tax returns, complete USA/Canada quarterly and annual payroll tax filings,
preparation of monthly financial statements, tax audits, and compliance among IRS/CRA.
• Responsible for complete payroll management for wages and non-employees using various applications.
• Handled Capital & Non-Capital losses (NCLs), financial & tax accounts analysis, Capital Cost Allowance (CCA) and
Depreciation, bank reconciliations, and all other financial and tax accounting related services.
Geller & Company/Bloomberg, LP, NY, NY Sep ‘00 - Oct ‘03
Senior Accountant
Responsibilities:
• Responsible for providing accounting related work and analysis for clients in various industries.
• Clients ranging from individual entrepreneurs to multibillion dollar corporations, some of the financial daily responsibilities
consisted of journal entries, bank reconciliations, accounts analysis, MD&As, budget preparation and analysis, complex
consolidations and financial analysis, payroll, and performed amortization-capitalization-depreciation for a variety of assets.
• Performed accrual/deferral analysis & reconciliation to the lead schedules.
• Assisted in implementing accounting and tax softwares for clients in different lines of business.
• Prepared compilation consolidated financial statements for clients in different lines of business.
Partial List of Proficiency
USA 1040/A/EZ/X Individual Income Tax Returns
USA 1040NR/EZ
USA 1041/K-1 Estate & Trusts
USA 1065 Partnerships/K-1
USA 1120C Corporations
USA 1120S Corporations/K-1
USA 401(k)(b) Roth & Traditional 1099R SEP SIMPLE
USA 4562 Depreciation (MACRS), Sec 179, & Amortization Sec 197
USA 5498 IRA Contribution Information
USA 990(S)(H)(PF)etc. Not-for-Profits
USA Amalgamations & Dissolutions
USA C Sole Proprietorships
USA EIC Rules
USA Financial Statements: US GAAP (non IFRS)
USA 2555 Foreign Earned Income/Housing Exclusion
USA I-9s & W4s
USA Form 1045, 1045A Prior Year Tentative Refunds
USA Mark-to-Market rules 3115, 4797 section 475(f)
USA Misc incomes 1099s & 1096s
USA Payroll covering Federal & all 50 States
USA Reciprocal Agreements/Garnishment rules
USA Sch. A Itemized Deductions/Standard Deduction
USA SOX rules
USA SS, SSI, SSD, Medicaid, & Medicare rules
USA W2s, W3s, W8/W9, FICA 941/944, FUTA 940, &, SUTA
Accounts Analysis
Assistance in setting up or converting accounting programs for clients
Bank reconciliations
Canada Payroll covering Federal & every Province & Territory
Canada Payroll, TD1s/PD7A/TM/RB
Canada Sole Proprietorships T2125
Canadian Capital Cost Allowance (CCA)
Canadian CCTB & FTC rules
Canadian EI, CPP, GIS, RRSP, IPP, RCA, & RRIF rules
Canadian Financial Statements: IFRS
Canadian Individual Income Tax Returns T1
Canadian NR 72&73 Expatriates
Canadian Partnerships reporting
Canadian RESP, RDSP, CESG, CLB & ACESG rules
Canadian Rental Properties T776
Canadian Sch 24 Amalgamations & Dissolutions
Canadian T3 Estates
Canadian T3010 Charities
Capital Loss Carryovers
CRA Rulings on case specific matters
CRA Section 116 - Sale of Real Estate by NRs
GST/HST filings
Information returns for Not-For-Profits
Instalment filings
Working with auditors on financial statement audits
Working with tax authorities regarding tax issues and rulings
Contact this candidate