Joseph V. Cuozzo, CPA *** Cargill Court

301-***-**** Bel Air, MD 21015

Qualifications Summary

Certified Public Accountant with extensive hands-on experience working with diverse industries. Supervise payables, receivables and payroll and perform G/L reconciliations/analysis and monthly/year end closings through GAAP compliant financial statements, as well as any and all Federal and State tax returns and related issues. Diligent, ethical and extremely thorough professional works well with others in a team environment. Excellent accounting and tax skills developed in public accounting.

Professional Experience

Frank Hajek & Associates, P.A., Bel Air, MD 6/22-5/23

Senior Tax Accountant

Preparation and review of individual, corporate, partnership and other flow through entity tax returns.

Stevenson Accounting Services, Inc., Bel Air, MD 2/21-5/21

Tax Accountant

Preparation of individual and partnership tax returns for office of a local tax attorney.

Alexandria Capital, LLC, Washington, DC 2/18-4/18

Tax Accountant

Preparation of individual tax returns solely for TD Waterhouse Brokerage clients.

Angevine and Associates, CPA's, Annapolis, MD 2/15-4/15

Tax Accountant

Preparation of high-end individual income tax returns.

Fiducial Business Centers, Inc., Columbia, MD 2012-2014

Senior Tax Consultant

Preparation and review of individual, business (C-Corps, S-Corps, Partnerships), non-profit and trust returns.

Supervision/mentoring of staff accountant preparers.

Quality review of the various tax returns above prepared by some of the 50+ branch offices under the Fiducial umbrella.

Analyzed tax and financial/cash flow projections for various business situations.

Self-Employed 2009-2011

Preparation of individual and business (corporate, partnership, other flow through entity) tax returns.

Contract with various accounting and law firms specializing in tax preparation and planning for

businesses, individuals, trusts and estates.

Beltsville Construction Supply, Inc., Beltsville, MD 2006-2009 Controller

Responsible for full cycle accounting functions through GAAP compliant financial statements.

Responsible for all corporate income and business (payroll, sales, etc.) taxes.

Established relationships with banks, insurance companies, and attorneys regarding financing, leases,

insurance coverage (both business and health insurance), and the purchase of another small business.

Supervised directly four accounting personnel and maintained accounting procedures and controls.

Convinced bank to accept in-house prepared financial statements for loan renewal purposes and took control of tax preparation function, thereby eliminating the need for an outside CPA firm.

Instituted a “Sweep” feature on various bank accounts, saving Company $ 5,500 in annual interest expense.

Oversaw growth of gross income level from 5.1M to 7.1M in a two-year period.

To reduce health insurance costs, switched from a traditional plan to a health savings account plan.

Hunt & Associates, CPA’s, College Park, MD 2005-2006

Contractor

Preparation of individual and business (corporate, partnership, other flow through entity) tax returns.

Quality review of individual and business tax returns prepared by other staff accountants.

Preparation of trust, estate and non-profit tax returns.

Hertzbach & Co., CPA’s, Owings Mills, MD 2003-2004

Senior Accountant

Primarily involved with “Reviewed” financial statements and tax returns for contractor clients with annual revenues of $5 – 25 M.

Extensive exposure to percentage-of-completion accounting/Excel spreadsheets.

Tax preparation/planning/analysis related to flow through entities and their effect on owners, tax-to-book adjustments and contractor “look back” calculations.

Bormel, Grice & Associates, P.A., Laurel, MD 2001-2002

Senior Accountant

Responsible for the completion of Audit, Review and Compilation engagements and tax returns for various entities, including contractors, builders, non-profits and real estate concerns.

Supervision of staff accountants and “cold” quality reviews of financial statements.

Exposure to accounting for government contractors.

Self-Employed 1997-2000

Lorenz & Lorenz, CPAs, Chevy Chase, MD 1992-1996

Manager

Lead auditor for a client involved in heavy construction (roads, bridges, utilities) with annual revenues

of $50M, also including tax preparation and IRS representation.

Specialized in accounting and tax work with clients involved in contracting, homebuilding, real estate and other service organizations.

Established accounting systems and internal control procedures.

Facilitated client negotiations with banks, insurance companies, etc.

Prepared corporate and flow through entity tax returns ranging from small, closely held companies to large, consolidated multi-state entities.

Addressed a wide range of sophisticated tax issues – for compliance and planning purposes.

Worked with Federal and State tax codes, providing extensive research, correspondence, and audit representation.

Anthony J. Cola, Chartered, Washington, DC 1987-1991

Frobenius, Conaway and Co., Greenbelt, MD 1986-1987

Aronson, Greene, Fisher and Co., Bethesda, MD 1984-1986

Education and Computer Experience

B.S., Accounting, University of Maryland, 1981

Excel, Word, MAS 200, Timberline, Starbuilder, Peachtree, Quickbooks, Gosystems, ATB, Prentice Hall, PPC, BNA, Lacerte, ProSeries, CCH Prosystems, Ultra Tax

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