Software Tax

JAMES R. HEFFERNAN

MBA, EA, ABA, ATA, ATP

Hastings-on-Hudson, NY

*.************@*****.*** 914-***-****

Work Experience

Tax Accountant / Preparer Larchmont, NY

-

Schwarz Robinson December 2007

to January 2014

. Responsibilities

Prepared Individual, S Corporation, C Corporation, and Partnership tax

returns as well as Form 706 Estate Tax returns, Form 990 Not-for-Profit

returns, Form 2555 U.S. Tax Payers Abroad, and Form 5500 Deferred

Compensation. Communicated with numerous clients and offered tax advice.

. Accomplishments

Reviewed Tax Practices and Procedures, reviewed Income Tax returns to

ensure accuracy and Tax Compliance for Business Tax returns, generated

Financial Statements by using existing tax software, and provided clients

with budgets and cost analysis.

. Skills Used

Proficient in CCH Pro System fx and use Quick Books for businesses to

generate Profit & Loss and Balance Sheet Statements. These would be used

to reconcile the tax software tax return. Additionally, oral and written

communication was necessary with clients on various tax matters.

Own Account Bronxville,

NY

January 2000 to October 2007

. -

. Responsibilities

In my practice, I prepared Individual, S Corporation, and C Corporation

tax returns. Additionally, I prepared Payroll, Sales, Estate, and 990 Not-

for-Profit tax returns.

. Skills Used

Proficient in Intuit Pro Series and Creative Solution Ultra Tax software.

Tax Accountant /Preparer Bronxville,

NY

MORTIMER C. LOW, CPA- January 1996 to

December 1999

. Responsibilities

Prepared Individual, S Corporation, C Corporation and Partnership Tax

returns. Preparing 941s and 940s for various clients. Communicated with

clients answering their tax questions.

. Accomplishments

Implementing in house computer tax software programs using Intuit Pro

Series in preparing Individual Tax returns and using Creative Solutions

Ultra Tax for Corporation and Partnership Income Tax returns.

. Skills Used

Knowledge of Tax Software programs. Ability to research Tax issues

utilizing BNA and CCH materials.

Education

MBA in BUSINESS, BOSTON UNIVERSITY SCHOOL OF MANAGEMENT - Boston, MA

BS in ACCOUNTING, FORDHAM UNIVERSITY - Bronx, NY

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