MARK D. FONTENOT, CPA

**** ******* *****

Cookeville TN 38501

931-***-****

Motivated, career accountant with over 35 years of experience, achievements, and accomplishments in all areas of accounting, including client representation, consulting, tax preparation, financial reporting, compliance, and client development.

SUCCESSES INCLUDE:

Earned CPA designation October 19, 1994.

Supervision of accounting staff of 8-12 people on a continuous basis as a Senior Staff Accountant.

Successful training of clients' accounting staff and clerical personnel.

Continuous improvement of client's accounting methods and procedures.

Forecasting and tax planning for clients of all types, industries, and levels of sophistication.

Development, implementation, and maintenance of quality control system for office accounting and financial reporting procedures.

Successful peer reviews on financial reporting and internal control policies and procedures.

EDUCATION

Tennessee Technological University Cookeville, Tennessee

Bachelors of Science in Business Administration

> Accounting Graduated 1992

> Business Management Graduated 1983

PROFESSIONAL EXPERIENCE

All areas of public accounting, including individuals, partnerships, corporations, estates, trusts, gift tax, non-profits, and governmental entities.

Atchley & Associates Tax Senior

Austin, Texas (remote) December 2022 – Present

Tax preparation including:

• Review and analysis of information and discussions as necessary.

• Compilation of client financial information and discussions as necessary to ensure proper reporting.

• Research and related review to ensure tax compliance.

• Preparation of Federal and State individual, partnership, corporation, and fiduciary income tax returns and non-profit reporting.

Longest and Associates Staff Accountant

Knoxville, Tennessee November 2020 – December 2022

Tax preparation and financial reporting including:

• Review and analysis of information and discussions as necessary with client.

• Review of information for individual, fiduciary, and corporate clients in various industries and types of organization.

• Compilation of client financial information and discussions as necessary to ensure proper reporting.

• Correspondence with Federal, State, and local tax authorities as necessary.

• Research and related review to ensure tax compliance.

• Preparation of Federal and State individual, partnership, corporation, and fiduciary income tax returns.

• Supervision of accounting and support staff as necessary during reporting and tax preparation process.

REASON FOR LEAVING: Atchley and Associates was a better situation. Increased pay and benefits. Position was remote, less travel.

Lawhorn CPA Group, LLC Tax Manager

Knoxville, Tennessee September 2019 – November 2020

Tax preparation and financial reporting including:

• Review and analysis of information and discussions as necessary with client.

• Preparation of reviewed and compiled financial statements for clients in various industries and types of organization.

• Individual, partnership, corporation income tax preparation for clients of different industries, sizes, and levels of sophistication.

• Preparation of Federal returns of Non-profit Organizations

• Supervision of accounting and support staff as necessary during reporting and tax preparation process.

• Client development through improved accounting and reporting procedures.

REASON FOR LEAVING: Job offer from Longest & Associates better opportunity.

Sole practitioner July 2018 – September 2019 Cookeville, Tennessee

Tax preparation and financial reporting including:

• Preparation of reviewed and compiled financial statements for clients in various industries and types of organization.

• Individual, partnership, corporation income tax preparation for clients of different industries, sizes, and levels of sophistication.

• Preparation of Federal returns of Non-profit Organizations.

Burkhalter & Ryan, PC Staff Accountant

Nashville, Tennessee September 2017 – June 2018

Auditing, documentation, analysis, and financial reporting.

* Non-profit and governmental accounting

* Housing and Urban Development (HUD) assisted rental properties.

* Rural Development (RD) assisted rental properties.

Tax preparation and financial reporting including:

• Preparation of reviewed and compiled financial statements for clients in various industries and types of organization.

• Individual, partnership, corporation income tax preparation for clients of different industries, sizes, and levels of sophistication.

• Preparation of Federal returns of Non-profit Organizations.

REASON FOR LEAVING: Tired of commuting and operated as a sole practitioner

Thompson-Smith Associates, Inc. January 2017 – August 2017 Staff Accountant Fort Lauderdale Florida

Tax preparation and financial reporting including

• Preparation of reviewed and compiled financial statements for clients in various industries and types of organization.

• Individual, partnership, corporation income tax preparation for clients of different industries, sizes, and levels of sophistication.

REASON FOR LEAVING: Relocate to Tennessee

Sole practitioner June 2016 – January 2017 Cookeville, Tennessee

Preparation of reviewed and compiled financial statements for clients in various industries and types of organization.

Individual, partnership, corporation income tax preparation for clients of different industries, sizes, and levels of sophistication.

Preparation of Federal returns of Non-profit Organizations.

Douglas L. Standifer & Associates March 1986 – June 2016

Cookeville, Tennessee

Promotions within firm as experience and responsibility increased

Accounting Staff

Promoted to accounting staff upon earning Accounting degree.

Prepared more advanced federal and state individual, partnership, and corporate tax returns.

Prepared inheritance, estate, and gift tax returns as necessary, including required valuations.

Increase in financial reporting and tax return responsibilities, including review of returns prepared by support and accounting staff.

Performed assigned procedures during attestation (audit) engagements.

Development and documentation of office policies and procedures in compliance with AICPA peer review program.

Senior Staff Accountant

Promoted to senior staff accountant.

Prepared more advanced federal and state individual, partnership, and corporate tax returns.

Prepared inheritance, estate, and gift tax returns as necessary, including required valuations.

Duties increased to essentially a supervisory role, including meeting with client, assessing and assigning work, reviews of staff, review of returns and tax returns prepared by staff, and subsequent final documentation and review.

Reviewed final product with firm owner, proposed billing, and ensured workpapers were complete and in compliance with firm standards.

Met with client to review and deliver work, discuss current situation, and related discussions and plans as necessary.

Lead auditor on all audit engagements.

First point of contact on peer reviews and related documentation of office procedures.

Development and documentation of office policies and procedures in compliance with AICPA peer review program.

Initial procedures related hiring of office staff, including resume review, initial interview, and recommendations,

Overall responsibility for office operations, production, and efficiency.

SKILLS AND PRACTICAL EXPERIENCE

Managed and supervised accounting and support staff of 8-12 people on a continuous basis during my professional career.

Trained and monitored client personnel in efficient and proper accounting procedures, reporting requirements, and record maintenance.

General ledger maintenance, recording of adjustments, compilation of financial statements, including all required disclosures, oversight, review and preparation.

Assist client in budgeting process, including analysis and presentation to assist management decision making.

Assist client with compliance with due date requirements for all tax filings and related reports, estimated tax payments, and other regulatory reporting.

Preparation, recording, and maintenance of fixed asset records for book, tax, and AMT depreciation purposes.

Inventory valuation and reporting, including calculations and related adjustments.

Cost accounting, including allocation of direct, indirect, and overhead expenses, related accounting, and reporting requirements.

Research and consultation regarding local, state, and federal tax issues to assist clients with tax planning and proper reporting.

Assist clients with local, state, and federal tax audits.

Independent audits of governmental, non-profit, and non-public financial statements and related reporting.

Preparation of reviewed and compiled financial statements and related reporting, including all GAAP disclosures and explanatory notes.

Preparation of personal financial statements.

Assist clients with compliance with payroll rules and regulations, including preparation of all federal and state payroll tax reporting forms.

Preparation of Federal individual, corporation, partnership, and fiduciary income tax returns

Preparation of Federal and State non-profit entity reporting forms (Form 990)

Preparation of Federal Retirement Plan Reporting Return (Form 5500)

Forecasts and proforma financial statements

Business valuations

TAX PREPARATION AND ACCOUNTING SOFTWARE

Ultra Tax

Prosystem Fx

Proseries

Quickbooks Desktop and On-Line

Microsoft Office Applications, including Word, Excel, Outlook and Teams

RIA Checkpoint

CH Tax Research

GoFile Room

Workstream

REFERENCES AVAILABLE UPON REQUEST

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