BRUCE LASNER EA, CPP

Business Services * U LLC

**** ***** ******* ***. ***

West Palm Beach, FL 33411

Cell: 561-***-****

E-mail: adw7i8@r.postjobfree.com

Enrolled Agent / Certified Payroll Professional

STRENGTHS SKILLS

Highly organized & methodical Excellent Payroll & Individual Tax expertise

Detail oriented Accomplished in analysis and reporting

Goal driven with high quality Experienced in tax issue & assessment resolution

Continuing education driven Experienced in research and compliance

Create/maintain policies & procedures Skilled in team project management

Ability to instruct & coach others over 15 years marketing experience

GENERAL EXPERIENCE

· Audit program: designed, maintained, & resolved issues for payroll and tax areas.

· Policies & procedures: established and maintained payroll tax manual.

· Consultation: assisted internal staff, other departments, & external clients with tax advice.

· SUTA issues: rate & cost analysis; maintenance of accounts; SUTA dumping avoidance.

· General ledger accounts: responsible for postings to general ledger tax accounts.

· Account maintenance: registrations; surveys; questionnaires; account closures; annual reports.

· Stock option program: administered for over 20,000 employees globally, including

reconciliations of stock exercises & grants, allocations to divisions, billing to product divisions.

· Billings & refunds: analyzed and issued to client employers.

· Insurance policies: analysis and implementation of a self-funded health insurance plan leading

to over $1,000,000 in cost savings. Administered, analyzed, and audited claims information.

· Pension: tracked and analyzed pension investments for use by management and auditors.

· Internal audit: established procedures which identified problems and led to cost savings.

· Fixed asset inventory: developed & maintained a system for over 30 company locations.

· Receivables: prepared & maintained aging and analysis schedules.

· Payables: extensive experience in procedures and 1099 reporting.

· Chart of Accounts: reorganized and maintained company chart of accounts.

· Brokerage / oil & gas: developed and maintained ongoing spreadsheet analysis.

· External audit: assisted on field audits of client’s businesses.

TAX EXPERIENCE

· Tax notices: resolved thousands of outstanding issues, including substantial penalty reductions.

· Payroll tax: filed quarterly & annual payroll taxes, including electronic returns and payments.

· Analysis & reconciliations: analyzed & reconciled payroll and tax accounts.

· Year-end project lead: W-2 & W-2C; year-end reconciliations; fringe benefits analysis.

· Corporate tax: assisted with data & worksheet analysis in preparation for tax return filings.

· Other taxes: extensive experience in federal & state income; sales; property; gross receipts.

BRUCE LASNER EA, CPP

Business Services 4 U LLC

2101 Vista Parkway Ste. 206

West Palm Beach, FL 33411

Phone: 561-***-****

E-mail: adw7i8@r.postjobfree.com

Enrolled Agent / Certified Payroll Professional

Tax Instructor Functions

· 8 years as instructor of the H&R Block comprehensive individual income tax course and upper level advanced tax classes.

Sales/Marketing Functions

· Over 15 years of sales/marketing including cold calling, and maintenance of client accounts.

SOFTWARE EXPERIENCE

Payroll & Tax: ADP; HRP; MasterTax; FLS; PeopleSoft; Oracle.

General Ledger: Platinum; Great Plains; SAP.

Report Writer: FRx; Crystal Reports; ADP Reportsmith.

1040 Software: Intuit Proconnect Tax Online & Proseries.

Microsoft Office: Excel (advanced); Word (proficient)

Tax Research: BNA; CCH; RIA.

PROFESSIONAL EXPERIENCE

Business Services 4 U LLC – West Palm, FL Private Accounting Practice 01/18 - Present

Cemex, Inc. – West Palm Beach, FL Accountant (temp) 12/17 – 12/17

The Geo Group – Boca Raton Sr. Manager, Payroll Tax 08/16 – 08/17

Centerra Group – Palm Beach Gardens, FL Supervisor, Taxes 05/12 – 08/16

RBD Staffing, Inc. Payroll Tax Accountant (temp) 02/12 – 05/12

Sheriff’s Office – West Palm Beach, FL Payroll Analyst (temp assignment) 07/10 – 03/11

Alphastaff, Inc. - Fort Lauderdale, FL Sr. Payroll Tax Accountant 08/07 – 02/10

H&R Block – West Palm Beach, FL Master Tax Advisor (PT seasonal) 01/05 – 04/17

Phillips Pace - Palm Beach Gardens, FL Payroll Tax Accountant 06/04 – 07/07

Humanic Solutions - Melville, NY Sr. Tax Filing Specialist 12/00 – 09/03

IGHL - East Moriches, NY Tax, Pension & Risk Manager 01/91 – 10/99

Fabrizio, Radmin etal - Westbury, NY Staff Accountant 04/88 – 01/91

Robert S Babaian & Co CPA - NY, NY Accountant 08/87 – 04/88

CERTIFICATIONS & EDUCATION

Internal Revenue Service Enrolled Agent (EA) 2010 – Present

American Payroll Association Certified Payroll Prof. (CPP) 1995 – Present

Florida Department of Financial Services 2-15 Insurance License 2018 - Present

H&R Block Master Tax Advisor 2005 – 2017

Tax Institute of Long Island, NY Member 1996 – 2000

Queens College - Flushing, NY Bachelor of Arts in Accounting 1984 – 1987

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