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Tax Principal or Manager

Orchard Park, New York, 14127, United States
October 16, 2016

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Career professional CPA seeking responsible position which affords the opportunity to provide the highest level of accounting and tax services.


Lumsden & McCormick, LLP - Tax Principal

December 2009 – January 2014

Concentrated in tax services with a large local CPA firm. Activities included tax research of the highest professional caliber and preparation of tax memoranda and tax correspondence; review of staff prepared tax returns of individuals, corporations, fiduciaries, foreign entities, not-for-profits, and partnerships; inform, instruct and train tax preparers and tax researchers; and, meetings, conferences, and maintenance of relationships with the various client base.

R.A. Mercer & Co., P.C. - Partner, Shareholder

January 1977 – November 2008

Progressed through the levels from staff accountant to partner. Activities included tax planning, review and preparation of tax returns for various entity types; accounting and audit services for all various entity types; design and implementation of accounting systems; fraud and expert witness services; and, a wide variety of consulting services.


State University of New York at Buffalo, BS in Business Administration, June 1989

Erie Community College, AAS Business Administration, June 1977


Elijah Watt Sells National Honorable Mention Award for performance on the CPA November 1990 exam. SUNY@ Buffalo Zeta Theta Chapter Beta Alpha Psi Alumni Achievement Award for CPA exam performance.

Published copyrighted tax articles for CCH:

September 2008 – Journal of Retirement Planning - “Roth Retirement Accounts: A Practitioners Approach”.

March 2009 - Journal of Retirement Planning - “Roth Conversions in a Declining Market: From the Frying Pan into the Fire?” Reprinted in CCH Financial and Estate Planning, Report No. 354, June 2009 @ volume 3.

CPE course – CCH “Roth Versus Traditional IRA’s”. Reprinted in CCH’s “Top Financial and Estate Planning Issues for 2009”.

Member – American Institute of Certified Public Accountants

NYS Society of Certified Public Accountants

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