Payroll Tax North Carolina

Joseph P. Davis, MS, CPA Resume of Qualifications

***** ** **** **** ***** CELL: (336) 339–5849

Indiantown, FL 34956 E-Mail: ***************@*****.*** EDUCATION

Master’s Degree in Accounting Tax Concentration

Bachelor’s Degree in Accounting

VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY – Blacksburg, Virginia LICENSES

Virginia CPA license #23957

North Carolina CPA License #29352

Florida CPA License #58300

All work performed by standards established by the American Institute of Certified Public Accountants (AICPA) and the Internal Revenue Code.

PROFESSIONAL EXPERIENCE

Contractor for various tax and account entities thru remote access 2018 – Present

Responsible for tax research, preparation and analysis of personal, corporate, and payroll tax returns for clients.

Perform various bookkeeping/accounting duties as needed for clients.

Assist with tax audits initiated by taxing jurisdictions for clients.

Perform various general, trial balance reconciliations for clients. Perform tax research, preparation and analysis of personal, corporate, payroll and fiduciary Owner Operator Davis Business Services 2000 – Present

Responsible for tax research, preparation and analysis of personal, corporate, and payroll tax returns for clients.

Responsible for tax research, preparation and analysis of personal, corporate, and payroll tax returns for clients.

Perform various bookkeeping/accounting duties as needed for clients.

Assist with tax audits initiated by taxing jurisdictions for clients.

Perform various general, trial balance reconciliations for clients.

Perform tax research, preparation and analysis of personal, corporate, payroll and fiduciary tax returns.

Prepare client financial statement preparation on a monthly and year end basis.

Assisting clients with manual and computerized accounting system design and implementation.

Assisting clients with budget preparation and financial forecasts. Operations Tax Manager – Pathfinder Business Strategies, LLC Financial Advisor Firm 2018 – 2021 Operations Tax Manager - True North Resources LLC Tax Shelter Firm 2018 – 2021 Vero Beach, Winter Springs, FL

Responsible for tax research, preparation and analysis of personal, corporate, and payroll tax returns.

Responsible for preparation of Conservation Easement partnership returns.

Responsible for reviewing data input on a monthly basis for over 50 QuickBooks clients.

Contribute to various aspects of the US GAAP financial reporting process and financial statements, including all tax expense and liability/receivable accounts, debt borrowing and interest expense.

Assist with tax audits initiated by taxing jurisdictions.

Responsible for converting over 250 tax returns from Pro Series tax preparation to Ultra Tax tax preparation and training tax prep staff.

Perform various general, trial balance reconciliations.

Lead contact for, prepare and participate in external annual audits and quarterly reviews conducted by independent accountants.

Accounting Manager – Benham Miller & Harris Accounting Firm 2015 – 2018 Boynton, Stuart, Okeechobee & Pahokee FL, Quick Books Pro Advisor

Responsible for tax research, preparation and analysis of personal, corporate, payroll and fiduciary tax returns.

Responsible for client financial statement preparation on a monthly and year end basis.

Responsible for reviewing data input on a monthly basis for over 250 QuickBooks clients.

Responsible for assisting clients with manual and computerized accounting system design and implementation.

Responsible for assisting clients with budget preparation and financial forecasts.

Responsible for converting BMH from DOS based accounting system to QuickBooks including transferring over 250 clients to QuickBooks and training 4 bookkeepers in using QuickBooks.

Responsible for assisting clients with budget preparation and financial forecasts. Contract Assignments – Industry & Public Accounting 2013 - 2014 Manager – Councilman, Farlow, Marlowe & Co., PLLC 2001 – 2013 Greensboro, North Carolina

Quick Books Pro Advisor

Responsible for tax research, preparation and analysis of personal, corporate, payroll and fiduciary tax returns.

Responsible for client financial statement preparation on a monthly and year end basis.

Responsible for compilations and reviews and assisting with audits.

Responsible for assisting clients with manual and computerized accounting system design and implementation.

Responsible for assisting clients with budget preparation and financial forecasts.

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