Jeffrey L. Rochester, CPA
*** *. **** ****** ***** Rapids, MI 48827 firstname.lastname@example.org Cell: 517-***-**** Certified Public Accountant with over 30 years experience with federal, state and local tax compliance and planning for individuals, corporations, partnerships, estates and trusts. MY VALUE TO YOU
Broad range of experience and knowledge, working in different accounting and tax situations, with many different types of businesses, both domestically and internationally.
Excellent ability to read, listen, analyze and communicate, whether with a client, peer, protege or adversary.
Strong ability to recognize situations and opportunities, work through them, and present them in an understandable fashion.
People skills are one of my greatest strengths, being able to clearly communicate my experience, knowledge and recommendations so clients can make the best, informed decision.
A team player and a team builder, bringing together professionals to form a strong team for client services, and bringing together professionals with clients to achieve the client goals.
Passionate for learning and teaching, not only to expand my knowledge but to also educate and train peers and young professionals.
Being a provider of high quality services to clients and be a community ambassador for the organization.
An outside-the-box thinker, with an entrepreneurial spirit, who is willing to research and try new approaches to improve old methods.
I love what I do.
SUMMARY OF QUALIFICATIONS
Successfully complete the annual tax filing requirements for hundreds of individual and small business clients.
Manage monthly and quarterly accounting and payroll tax responsibilities for multiple small businesses.
Provider of high value, proactive tax planning strategies for select taxpayers.
Experienced provider of Tax Resolution services.
Extensive experience researching and understanding tax law changes and implementing their application for clients.
Previously licensed offering investment and insurance solutions to small businesses and individuals.
Sole person responsible for a multi-year fiduciary accounting project for multiple, multi-million dollar trusts involved in probate litigation. Worked extensively with trustee and legal counsel, completing the accountings and presenting them for litigation.
Implemented annual review program of family trusts and beneficiaries to determine optimal distributions from trusts to reduce overall tax liabilities for family entity; saved thousands of dollars in taxes annually. PROFESSIONAL EXPERIENCE
Jeffrey L. Rochester, CPA, P.C., Eaton Rapids, MI January 1990 – Present Single owner public accounting firm specializing in accounting and tax needs for individuals and small businesses. The practice is concentrated in individual, businesses (sole proprietorship, partnerships and C & S corporations), trust and estate taxation. Client base is primarily individuals owning small businesses, high income professionals and retirees. Trust and estate work involves compliance, asset protection planning and smooth transitioning from generation to generation. Proactive tax planning strategies are offered to select taxpayers. Experienced tax resolution provider for individuals and businesses experiencing federal and state tax problems.
Jeffrey L. Rochester, CPA, Eaton Rapids, MI January 2002 – December 2012 July 2014 – December 2015
Offering transaction based and advisory services for individuals and small businesses. Individual investment objectives focus on asset accumulation and long-term growth. For retired individuals the focus is on asset preservation, stable retirement funding and legacy building. Small business planning focuses on creating and funding retirement plans to maximize contributions and tax deductions. Individual tailoring of the appropriate financial or retirement plan is the primary focus when offering these services.
Dart Container Corporation, Mason, MI August 1989 – March 2003 As a privately held business, Dart Container has a large internal tax department. Working directly for the owners and their families, confidentiality was critical. As a Senior Tax Accountant, my responsibilities included preparation, review and research, while working directly with the owners on many tax issues, including:
- Multiple business tax returns (C & S corporations, partnerships)
- Multiple family tax returns, including returns for individual and trusts
- Non-profit entities established by the family
- Research and planning for all entities
Arthur Andersen & Company, Grand Rapids, MI January 1986 – July 1989 At the time, the largest of the Big 8 accounting firms. Hired directly into the Tax Department from Hillsdale College. Extensive training in all areas of taxation. Preparation and review experience in all areas of taxation, including international. Trained and supervised new staff. Became specialized in dealing with wealthy families, trusts and small businesses. EDUCATION AND TRAINING
Bachelor of Arts (Accounting) Degree – Hillsdale College, Hillsdale, MI 3.65 GPA Specialized Training/Professional Development
Annually complete 80-100 hours continuing professional education as required to maintain CPA license
Specialized continuing education relating to tax planning for high income taxpayers, S corporation rules, partnership taxation, accounting & procedures for estates and trusts, estate planning and estate administration
Annually completed training and professional requirements to maintain licensing as registered representative and advisory representative
Completed studies for Series 6 and 63 licensing; passed exam on first attempt
Completed studies for Series 65 licensing; passed exam on first attempt
Completed 40 hour course requirement for insurance licensing; passed exam on first attempt Technical Programs
Proficient with Microsoft Excel and Word
Proficient with many accounting and tax programs, including:
QuickBooks (desktop and online), Creative Solutions, Drake, Lacerte, EasyAcct, ProSeries, TaxWise, UltraTax, ATX, 1099-Etc, Estate Practice Systems