CPA

JAMES P. HAAS, C.PA.

***** *** **** ****• Fort Myers, Florida 33905

********@*******.*** • 239-***-**** • cell 239-***-****

Tax Manager

Extensively experienced and goal-oriented Tax Manager with a demonstrated track record of leading the preparation and analysis of financial reports and all types of Federal and state tax reports.

Core competencies include:

• Compilation Reports

• Preparation Form 1040

• Preparation Form 1120 (C&S) • Preparation Form 1065

• Preparation Form 1041

• Preparation Form 990 • State Tax filings

• Tax research

• MS Word & Excel

CAREER EXPERIENCE

CPA Tax Services of SW FL, INC. Fort Myers, FL. 2002 – Present

CPA/ Owner

Operated a full service tax and accounting office serving small businesses and individuals. Directed a staff of bookkeepers to provide clients all their accounting records. Assisted these clients in all federal, state, and local tax compliance. Represented clients in tax disputes. Performed tax and financial planning.

CPA Tax Services Northwest Seattle, WA. 1991 – 2001

CPA/Owner

Started my own tax and accounting business servicing individuals and small businesses. Performed accounting and tax work for many types of businesses from retail to restaurants to construction.

Specialty Frozen Products, Inc. Seattle, WA. 1985 – 1990

Controller

Financial management functions including development of monthly/quarterly financial statements, financial forecasts, and budgets. Oversee general accounting functions, including AR/AP, payroll, account reconciliation, and cash management. Administer all financial management systems, evaluating and integrating new applications. Interact with the Board of Directors and President concerning financial forecasts and reports.

Key Achievements:

 Obtained SBA financing for a warehouse.

 Setup a multistate reporting system.

 Developed and setup a computerized accounting and inventory tracking system.

EDUCATION

Bachelor of Science, Accounting & Finance

NORTHERN ILLINOIS UNIVERSITY – DeKalb, Illinois

Master in Business Administration, Accounting

DEPAUL UNIVERSITY – Chicago, Illinois

Certified Public Accountant Licensed in Florida

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