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Tax Preparer Financial Services

Location:
Flat Rock, NC
Posted:
January 19, 2024

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Resume:

DUNCAN FRASER, CPA, MA

Cell (***) *** - ****

Office (828) 697 - 0383

Fax (828) 697 - 0983

CPAdfraser @ aol.com

Professional Summary

A broadly experienced financial executive with years of senior management assignments. Additional self-employment practicing as a consultant and tax preparer to high-end individuals operating their closely held businesses/professions.

Professional Experience

Duncan Fraser CPA 2015- Present

Financial and tax preparer for individuals and their companies, partnerships, LLCs, affiliated non-profits, estates and gift tax concerns.

Interform Corporation, President 1992 – 1995

Interform is a large business forms printer / distributor.

Beam Communications Corp, CFO 1985 – 1992

A group owner of small market network-affiliated television stations.

Massachusetts Financial Services, Inc., Exec V.P. and Treasurer 1969 - 1984

A large advisor and distributor of mutual funds and private clients’

Investments.

Peat, Marwick, Mitchell Co., CPAs, Staff Accountant 1966 - 1969

Professional Qualifications

Licensed CPA Florida and North Carolina (Inactive former licensed in Massachusetts and Nebraska.

MA in accounting – University of Nebraska Graduate School of Business.

Excel, Word, ATX and TaxPrepOffice, QuickBooks, Intuit tax, W-2 Tax Prep, Payroll Tax Prep.



Contact this candidate