Preston R. Cox, BBA, MBA IRS Enrolled Agent #*****278

PO Box 100, Embudo, New Mexico 87531

Home Phone 1-505-***-****

- adnv5m@r.postjobfree.com

SEEKING REMOTE WORK

Enrolled Agent duties

* ** *5 years’ experience in the areas below

Prepare simple to complex tax returns

Tax Compliance

Initiate through Closing ‘Tax Resolution’ cases

Tax Law Research

Consultation on Tax Strategies.

Consultation on Business Entity Formations

Tax Programs- Drake, Pit Bull, Pro Basic, Pro Connect, Turbo Tax

Other Advanced Accounting Skilled Sets

5 to 25 years’ experience in these areas, as well

General Ledger – Cash or Accrual Quick Books, Sage

Audits, Forensic Audits, Clearing Exceptions, Writing Responses

Budgets, Start-up Budgets, Government Grant Budgets and Compliance

Automated Payroll Skill through 941, 940, W-2, 1099

Excel and Word

Recoupment in Medical Billings (Federal, State, Private) Disputes

Federal and State Grant Management, Reports, Fund Draw-down

Non-Profit Accounting (Sage)

HR-Management-Hire, Train, Mentor, Fire

1) 1978 to present –1) Continual Seasonal Tax Preparation of all tax filings and forms, Tax Resolution and research. From 1978 to 1986, tax practice was full-time in Santa Fe. 2009 to present this practice was seasonal at Embudo Station, NM. 40+ years’ experience

2) Management of Residential Properties. I own 8 residential properties in Embudo, NM, 30 years’ experience

3) May 1, 2020 to September 30, 2020 US Small Business Administration, COVID Outreach Team Leader for NM Restaurant Industry, New Mexico Small Business Development Center– Call and contact NM restaurants. Offer assistance, counseling, disaster aid, EIDL and PPP loans. Guide restaurant owners toward any and all Government assistance programs. Provide emotional support, targeted financial strategies and resources to survive the pandemic. Program ended after 1st round of PPP and EIDL funding. 100% Remote.

4) September 1, 2017 to February 25, 2018-- Project Specialist Interiors. Lowe’s Home Improvement of Espanola, NM. Coordination between Customers, Designers, and Contractors for Bath and Kitchen Remodeling. National Office ended this program.

5) March 15, 2016 to July 17, 2016- 80% Remote work Advisor for Behavioral Health Care medical billing (Psychologists office)- Treatment Consultants and Treatment Solutions-in Santa Fe, NM. Medical billing database interface with GL, Set up Recoupment billing program – 2 years’ experience

6) December 2, 2013 to November 3, 2014- Rocky Mountain Youth Corps, Taos, New Mexico Director of Finance CFO Oversight and Guidance

Income reporting for 15 federal, State and private grant income sources to 9 departments

Clean-up work finished’ - 2 fed and 4 NM audits

7) August 13, 2012 to 12/1/2013 Picuris Pueblo, Penasco, New Mexico

New Mexico – Director of Finance- CFO Oversight and Guidance- Re-Organize Accounting

Responsible for the overall 5 year financial accounting reconstruction and clean-up’

Income reporting for approximately 24 federal grants and budgets

Developing and implementing internal financial controls. Cash management and budgets

‘Clean-up work finished’- 4 fed and numerous BIA audits

OTHER JOBS AND CONTRACTS

Restaurant and Hospitality -Developer and Owner of Embudo Station – 1983 –2008

25 years of seasonal restaurant experience. Certified Executive Chef, First Brewpub in New Mexico

Federal Grant Administrator, Medical Biller Recoupment Specialist – Remote work

2009 Sept. – April 2010 - financial consultant administering two federal grants. Medical billing analyst (re-capture of unpaid Medicaid billings)

NEW MEXICO STATE GOVERNMENT WORK AND PRIVATE LOBBYING

6 YEARS’ EXPERIENCE TOTAL

*2009-2010 Legislative Session

Bill Analyst and Clerk at the NM House of Representatives

*2008 March. - September.

New Mexico Legislative Finance Committee, Santa Fe - Performance Evaluator (special in depth audit and forensic audit assignments

*2008 Legislative Session.

New Mexico Legislative Finance Committee, Santa Fe, -Fiscal Impact Report Analyst… cost of passing proposed Legislation

EDUCATION

MBA Texas Christian University, Fort Worth, Texas – full academic scholarship

Stock Trader and Broker licensure courses - NYSE, ASE, NASDAQ, CHI BOARD

BBA cum laude Midwestern University, Wichita Falls, Texas, #1 graduate in Business College

Prior Work Experiences

College Professor of Investments, Finance, Mathematics and Economics, Budget Officer, Stock Trader,Founding Incorporator – Santa Fe Natural Tobacco Company

Accountant for Allen Stamm who built approximately 20% of Santa Fe’s residential housing

Public Service

New Mexico Restaurant Association, former President

New Mexico Association of Commerce and Industry, -former Executive Committee member

New Mexico State University’s Hotel, Restaurant and Tourism Management- College of Agriculture & Home Economics -former member of Board of Advisors

Sirolli Economic Development Project in Taos, New Mexico – founding member of Board of Directors

REFERENCES AVAILABLE UPON REQUEST

Contact this candidate