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Tax Preparer Accountant

Tucson, AZ, 85701
October 23, 2022

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Forrest Woodrow Yates III Tax Accountant 520-***-**** Tucson, AZ 85716 Ethical, experienced, innovated accountant who works diligently in tax and corporate accounting. Understanding of GAAP and multiple tax procedures with excellent research capability continually updated skillset on tax code revisions. Confidently works in all tax areas including business and personal income, payroll and sales tax. Prepares financial statements and monthly accounting practices with meticulous care. Understands communications with HNWI clientele is critical and goes above and beyond to ensure satisfaction. Areas of Expertise include:

Business Inc Tax (Including HOA) Payroll Tax Financials (Reviews & Comps)

Individual Inc Tax A/R & A/P Project Management

Estate & Trust Inc Tax



UltraTax CS

CCH ProSystem fx


Sales Tax

QuickBooks (Desktop/Online)


CCH Engagement

Sage Intacct

Texas Franchise Tax

Xero Advisor Certified

FreshBooks Certified Advisor


Professional Experience

Parady Tax Solutions The Villages, Florida 2/2022 – 4/2022 TAX PREPARER (FULLY REMOTE TEMP CONTRACTOR)

Prepare business and individual income tax returns. Prepared about 250 returns Roediger Hoff, PLC Tucson, Arizona 2/2012 – 4/2013, 1/2020 – 12/15/2022 TAX PREPARER AND ACCOUNTANT (REMOTELY AND SOME IN-OFFICE) Held the responsibility of accounting and financial services for multiple clients. Prepare income tax returns. Detailed preparation of financial reports and general monthly accounting duties. Excelled at tax preparation for corporations and other such entities.

Key Accomplishments:

Review and approve transactions in accounting software according to company procedures and applicable laws.

Successfully worked remotely 75% of the time

David S Cutler, CPA, PC Tucson, Arizona 6/2013 – 7/2019 Tax PREPARER AND ACCOUNTANT (REMOTELY FROM 2018)

Thoroughly prepare and present tax forms and financial reports. Reviewed payroll deposits, payroll tax forms and sales/use tax forms. Review and verify accuracy of forms prior to filing of corporate (1120, 1120S, and 1120H), Partnership, Individual, Trust/Estate and Non-Profits. Key Accomplishments:

Trusted with 401K Plan Administration and Defined Benefit Retirement plans.

Expurgated the paperless income tax preparation process and reduced prep time by a half hour (on average).

Review and audit payroll information and payroll tax forms/reports

Prepared Record monthly accounting for clients with private equity holdings

Prepared quarterly financial statements for clients with private equity holdings

Prepare annual income tax returns for private equity fund holdings Mitchell & Roediger, CPAs and Quick, Mitchell & Maish, CPAs Tucson, Arizona 1/2008 – 11/2011 TAX PREPARER AND ACCOUNTANT

Organized and prepared a litany of accounting and financial forms. Processed monthly accounting procedures for clients. Provided accounting knowledge in tax, financial reports, and accounts payable (A/P) Education & Training

Bachelor of Science in Accounting (Minor in Finance) 2007 NORTHERN ARIZONA UNIVERSITY Flagstaff, Arizona

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