Prepare High Net Tax Returns

DONNA L. CASEY, CPA, MBA

Albany, NY ***** 518-***-**** *****.*****.***@*******.***

Manager Small Business Owner High Net Worth Clients

Accomplished energetic tax professional with a strong background in financial accounting, financial analysis and personal and corporate income tax preparation and review. Generalist with experience real estate, construction, healthcare, professional services and high net worth clients. Establishes solid relationships based on excellent communication. Train staff through encouragement and understanding in order to deliver timely and accurate deliverables. Analytical, efficient, well organized, and innate ability to prioritize multiple tasks. Enjoy working independently combined with team approach. State of New York active CPA license.

Areas of Expertise

Corporate/Pass Through entities

Tax Planning/Preparation/Filing

Tax Research

Financial Statement Preparation / Reconciliation / Analysis

Adaptability

Self-discipline

Effective Communication

Time Management

Tech Savvy

Meet deadlines

CCH Axcess/Engagement

Microsoft Office/Outlook

Lacerte

QBO certified

Spring Street Tax Resources LLC

Senior Associate - 12/2024 - 6/2025

Prepared complex federal and multi-state individual tax returns (Forms 1040, 1041, 709, 8938, FBAR) for high-net-worth clients with income exceeding $1M annually.

Advised clients on strategic tax planning opportunities, including charitable giving, estate planning, and tax-efficient investment strategies.

Analyzed partnership K-1s, private equity income, carried interest, and passive activity losses to ensure accurate reporting and maximize deductions.

Reviewed and applied tax implications of real estate holdings, trust income, family limited partnerships, and grantor/complex trusts.

Assisted with year-end tax projections, estimated payments, and AMT minimization strategies tailored to HNWI portfolios.

Ensured full compliance with IRS and state filing requirements, including foreign income, FATCA, and foreign bank account reporting (FBAR).

Collaborated with estate attorneys, financial advisors, and wealth managers to align tax planning with overall wealth strategies.

Managed client communications and relationship development with confidentiality, professionalism, and high-touch service standards.

Tracked changing tax law implications (e.g., TCJA, SECURE Act, proposed legislation) and advised clients proactively.

Wojeski & Co. CPA

Senior Tax Accountant 6/2024 - 10/2024

Active engagement/communication with clients to build strong relationships. Prepare individual, business (S Corp, C Corp, Partnership tax returns using CCH Axcess and Engagement

Tronconi Segarra & Associates

Senior Tax Accountant

12/2023 - April 2024

Tax preparation for pass through entities including S Corp, partnerships (real estate), personal tax review for high net worth clients. Manage the tax return process

1800Accountant (remote)

Supervisor/Sr. Tax Associate/Advisor (August 2018 – November 2023)

■ 100% Remote

■ Supervise 15 – 20 tax preparers

■ Review federal 1120S, 1065, 1120, 990 and 1040

■ Tax Research

■ Review Multi State tax returns

■ Conduct training in off season

■ Onboard clients by introducing internally developed software

■ Identify best business entity structure for start up LLCs

■ Provide tax planning objectives/strategies that are supported by the TCJA

Curran Wealth Management, LLC

Wealth Strategist (November 2017 – May 2018)

■ Conducted tax planning and strategies including PTET

■ Prepared and delivered a webinar on Doubling Up strategy for charitable contributions.

■ Researched and communicated findings to clients’ questions including QCDs, 20% QBD, and explaining new tax brackets.

■ Used simulators such as SSAnalyzer and Naviplan for retirement planning purposes. ■ Prepared high net worth tax returns using Lacerte software.

Accountant

■ Used QuickBooks desktop to maintain 4 integrated companies including one broker dealer company, and one real estate company.

■ Responsible for maintaining g/l and month end close.

■ Prepared monthly financial statements for all companies including 35 reconciliations (bank, credit card, prepaid, accruals, investments.

■ Calculated monthly short/long term gain/losses on investment accounts ■ Refinanced mortgages

Intuit, Inc. (Turbotax) (remote)

Tax Advisor (February 2017 – April, 2017 seasonal)

■ Advised 1040 filers on tax questions including filing status, Schedules A, C, E, retirement, capital gains/losses, K-1s, 1099s, credits (dependent, education), AMT, state returns, 1040X

DLC CPA PLLC (OWNER)

QUICKBOOKS CONSULTANT, TAX PREPARER (JANUARY, 2004 – PRESENT)

•QuickBooks Online Certified (2/2017) (and QuickBooks desktop)

•Prepare and file corporate and personal tax returns, extensions, 1099s

•Use QBOnline to input company’s financial data and generate reports

•Research complex tax issues

Additional Experience Consultant/Senior Associate KPMG Advisory

Financial Manager SUNY Research Foundation

Internal Audit Supervisor Computer Sciences Corporation

Senior Accountant Seton Health Systems

Associate Auditor Coopers & Lybrand

Accounting Program Director Career College of California

Assistant Professor Massachusetts College of Liberal Arts

Adjunct Instructor SUNY Albany, Siena College, Naval Post Graduate School, Hudson Valley

Community College, Schenectady County Community College

Education

Capella University (ABD) SUNY Albany (MBA) Russell Sage College

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