Daniel Dollar, EA ***** Lake Jem Road, Mount Dora, FL 32757
***********@*****.***
Enrolled Agent with twenty-three years’ experience in Accounting Services, Taxation, Financial Statement Preparation, Non-Profit Accounting, and Government (DoD) Contract Accounting. Experience;
Tax Specialist (Contract)
Logan, Bowyer & McCullough P.A. - Clermont, FL 11/2024 – 04/2025
• Utilize UltraTax Software to prepare forms 1040, 1120S, 1120, and 1065
• Use QuickBooks (Desktop & Online), and all CS Suite for workpapers and fixed assets Tax and Accounting Manager
Tax Pros of Clermont, LLC - Clermont, FL 08/2023 - 11/2024
• Tax Planning for S-Corps, Partnerships, and Individuals
• Utilize Drake Software to prepare forms 1040, 1120S, 1120, 1065, 990, and 1041
• Increase off-season revenue over 20% with focus on value-added Accounting Services year-round
• Management of all financial accounting performed by the office Client Accounting Services (CAS) Manager (Contract) Cornerstone CPA’s - Clearwater, FL 01/2023-07/2023
• Manage CAS for 75+ clients including: sales tax, payroll tax, 1099 reporting, and write-up
• Communicate responsibility for record-keeping and requirements for unclaimed property
• Use QuickBooks (Desktop & Online), MicroSoft Office Tools, CCH Fixed Assets Accounting Services Supervisor
CBIZ MHM, Inc. - St Petersburg, FL 05/2018 - 01/2023
• Manage team of seven associates servicing 450+ clients
• Facilitate over 25 local and state sales/use tax filings
• Use QuickBooks, ACS, Tax1099.com, CCH Fixed Assets, SAGE, and Xero for write-up
• Ensure timely filing of W-2s, 940, 941, 944, 945, 1042, 1098/1099, and any state payroll filing Payroll Tax Specialist (Contract)
FieldCore - Tampa, FL 03/2018 - 05/2018
• Operate UltiPro for amendment of multiple state payroll tax returns
• Research, review, and validate various state tax agency notices for refunds due
• Resolve over $120,000 in tax, interest, and penalties assessed by state agencies Daniel Dollar, EA 28145 Lake Jem Road, Mount Dora, FL 32757
***********@*****.***
Experience (continued);
Client Service Manager
C&L Value Advisors - Tampa, FL 03/2017 - 02/2018
• Operate QuickBooks for all tax prep and financial statement preparation
• Oversee sales, payroll, and income tax reporting for 120+ book of clients
• Complete Form 1023 application for multiple non-profit entities Client Manager
Hajek & Hajek, CPA’s - St. Petersburg, FL 01/2015 – 03/2017
• Contracting Specialist for Overhead Rate Calculation and consulting
• Acting CFO for 30+ clients in medical, engineering, and personal service industries Audit Associate
FRSCPA – St. Petersburg, FL 06/2014 - 01/2015
• Use Engagement CS for non-profit financial statement, 401(k), and HUD audits
• Operate CSA for McDonalds Corp Franchise accounting and payroll Tax & Accounting Supervisor
Kayali & Co, P.A. - Tampa, FL 08/2013 - 06/2014
• Compile financials of Corporations (C and S), Partnerships, and Non-Profit entities
• Supervise all tax (1120, 1120S, 1065, 5471, 8858, 1040, & 1041) and accounting roles Senior Auditor
Goodsell & Company, CPAs - San Diego, CA 08/2012 - 07/2013
• Perform A-133 audits for grant recipients & full financial statement audits
• Consult in the areas of accounting system information implementation Senior Accountant
Ventura, Kuehn & Associates - San Diego, CA 06/2010 - 06/2012
• Complete full-financial statement reviews and compilations
• A/R, A/P, payroll, fixed asset tracking, loan amortization and bank reconciliations Daniel Dollar, EA 28145 Lake Jem Road, Mount Dora, FL 32757
***********@*****.***
Experience (continued);
Senior Accountant, Mensch & Assoc., CPA’s, San Diego, CA 09/2005 - 06/2010
• Financial Statement and Audit Representation (GAAP/FAR/CAS compliance)
• Various audit tasks by Defense Contract Audit Agency and serve as liaison to contractor Certfications:
Enrolled Agent
Certified QuickBooks Pro-Advisor (Desktop and Online) Education;
Bachelor of Science – Accountancy, Cal State University San Marcos, CA May 2005 Skills;
QuickBooks (Desktop & Online), Ultra Tax, Creative Solutions, Lacerte, Microsoft Office, ProSystems
& Great Plains