Accounting/Tax/ etc.

D A V I D S I T Y, CPA

**************@*****.*** 612-***-**** or 952-***-****

SUMMARY

• CPA certificate – transferable to any state under reciprocity rules

• BBA in Accounting

• 15 years in Independent Contractor legal compliance issues

• Extensive experience in compliance, internal, financial, and operational auditing

• Acting Manager in several locations

• Won against the Big 4 in Appeals and Tax Court on numerous occasions in the corporate income tax area

• Won 99% of my cases both in and out of court

• Substantial background in dealing with technical legal aspects of independent contractor status by interpreting the tax code and other complex legal precedents

• Income, employment, and excise tax experience

• Audited several multi-national corporate subsidiaries

• Owner/Manager of my own tax and business consulting corporation

• Financial analysis and consulting

• Analyzed numerous accounting systems, both successful and otherwise

• Researched and interpreted complex tax issues in concise and explicit terms

• Personally originated, initiated, and coordinated million dollar federal tax projects of national magnitude and scope

• Familiarity with manufacturing systems

• Structured Organization and Structured Programming article published in the Dec. 2011 issue of the W. VA CPA Journal

• Familiar with “C” & “S” Corporations, Partnerships, LLCs, etc.

• I received numerous awards including personal letters of commendation from National Commissioner Rossotti and District Director Binnion.

• Familiarity with financial notes. Number of personal contacts with alternative financiers, including those dealing with asset financing and restructuring, factoring, the sale of business notes, and other alternative financing

• Experience includes corporate, federal, and municipal accounting

• I am comfortable providing live sales and instructional presentations to clients, managers, and workers since I have a considerable amount of public speaking experience.

• Familiar with GAAP, capital, product margin, standard cost, inventory analyses, account reconciliation, statistical sampling, G/L, subsidiary ledgers, A/R, A/P, General Journal entries, W-2s, F.1099s, etc.

• Familiar with FAS 109, internal controls, and Sarbanes-Oxley (SOX)

• Substantial forensic, fraud, and audit experience

• Five state CPA Societies published my article on Comprehensive Independent Contractor Business Model

• Tax and teaching experience

QUALIFICATIONS

• Decisive leadership by example

• Drive

• Ability to present a forceful, persuasive argument

• Strategic oversight

• Creative energy

• Confidence

• Setting priorities

• Organizational analysis

• Ability to initiate, design, & develop original projects

• Aggressive approach to problem-solving

• Managing people from divergent

viewpoints

• Professional experience and judgment

• Ambition

• Responsibility

• Motivation

• Critical thinking

• Technical expertise

• Flexibility

• Determination

• Resourceful & enterprising

• Written and oral communication

• Coordinate, supervise, & implement

original projects

• Analyzing & evaluating activities

• Anticipating and preparing for the

new or unexpected

• I like to get things done.

LICENSES*

• Certified Public Accountant: Wisconsin

EDUCATION*

• BBA in Accounting: University of Wisconsin – Whitewater

• Microsoft Word, Excel, Access, ATX, and Ultra-Tax,

OBJECTIVE

I am seeking advancement within the context of an active commitment to a growing business. I appreciate the need to expand a firm’s client base and protect profits from confiscatory and onerous government regulation.

EMPLOYMENT*

CORPORATE TAX COMPLIANCE CONSULTANT

iProfessional Services, Inc. (PA: 3/2012 – present)

I am starting this position with a series of articles which are being used to market workforce services to business clients and Independent Contractors.

CORPORATE TAX COMPLIANCE CONSULTANT

Secure Talent (CA: 1/1/2012 – Present)

My duties consist of marketing assistance, risk assessment/mitigation, and program/training design/setup relating to 1099 status of Independent Contractors.

Note: My contractual obligations and schedule are such so as not to preclude me from pursuing supplemental or full-time employment.

SEASONAL TAX PREPARER

Eric Long, CPA, PS (Bellevue, WA-2012 Tax Season)

MANAGING DIRECTOR

Aalborg Business & Consulting Services, LLC (2006-12/31/2011)

The accomplishments I achieved as Managing Director included:

• Successfully represented clients on the Independent Contractor issue in front of government authorities

• Enabling my client to formulate a direct marketing/advertising plan

• Loan modification: Mortgage principal reduction of $500,000 and monthly payment decrease of $900/month

• Offer-in-Compromise: negotiated a $100,000 tax assessment down to $2,500

• Forensic audit to recreate records for a trust/estate

• Successful appeal of a $278,000 NOL issue

My article on independent contractors, A Comprehensive Independent Contractor Business Model: an Option Whose Time Has Come, was published in the CPA Society journals of Nevada (7/2010), Mississippi (8/2010) and four other state CPA Society journals.* (Updated version available on request.) My other article, Structured Organization and Structured Programming: Complementary Concepts for Savings and Profits, was published in the West Virginia CPA Society Journal in December 2011.*

ADJUNCT INSTRUCTOR - accounting and business

National American University (Nov. 2007 – Nov. 2009,) Academy College (2006 - Sept. 2009), and Rasmussen College (2006-2007)

SEASONAL TAX PREPARER

Tenney, Coons, & Associates, LLP (Minneapolis, MN -2008 Tax Season)

Revier, CPA (Plymouth, MN-2007 Tax Season)

• Prepared corporate, partnership, and individual income tax returns

IRS – OVERVIEW – MI, Washington, D.C., WI, TX and MN

• Served as Acting Manager in several locations and conducted peer reviews

• Won 99% of my cases both in and out of court, including numerous corporate cases against the Big 4

• Received numerous awards, including personal letters of commendation from National Commissioner Rossotti and District Director Binnion.

• Audited Canadian subsidiaries in the U.S. and American companies with German subsidiaries

• Audited numerous manufacturing systems as well as small and large businesses

• Researched and interpreted complex tax issues in concise and explicit terms

IRS INCOME AND EMPLOYMENT TAX SPECIALIST – (15 years experience with independent contractor issues)

• Audited several multi-national corporate subsidiaries

• Analyzed numerous financial data and operational information systems, both successful and otherwise

• Verified compliance with internal controls and external controls

• Verified FAS 109 timing difference assumptions

• Verified income tax risks and uncertainty (now FIN 48)

• Substantial forensic, fraud, and audit experience

• Gained substantial background in dealing with technical legal aspects of independent contractor status by interpreting the tax code and other complex legal precedents

I was in charge of a number of manufacturing and processing facility audits which were based upon statistical sample analyses:

• Verified raw materials (RM), Work-In-Process (WIP), and Finished Goods (F/G) inventories

• Traced standard cost applications (direct and indirect) and final application of cost variances to Work-in-Process and the Finished Products

• Fixed and variable costs

• Tracked raw materials and labor through the entire process until the Finished Product was produced

• Tracked scrap production and disposition via sales or other disposal

• Verified sales of Finished Product

DAVID S I T Y, CPA

**************@*****.*** 612-***-**** or 952-***-****

• Worked with a variety of computerized cost accounting systems

• Audited a wide variety of manufacturing systems, e.g., foodstuffs, auto, corrugated box, etc.

• Verified inventory valuation

IRS PROJECT MANAGER – Austin, TX and St. Paul, MN

• Won against the Big 4 in Appeals and Tax Court on numerous occasions in the corporate income tax area

• Supervised and trained Correspondence Examiners. I was told they were not technically competent to handle the issue; the multi-million dollar results proved otherwise

• Personally originated, initiated, and coordinated million dollar federal tax projects of national magnitude and scope, including a national project on independent contractor status

• Established procedures and policies for projects

IRS CLASSIFICATION SPECIALIST - Austin, TX

• Served as Acting Manager in several locations.

AWARDS*

• Received numerous awards, including personal letters of commendation from National Commissioner Rossotti and District Director Binnion.

PRIOR MEMBERSHIPS

• Association of Certified Fraud Examiners

• American Arbitration Association

• American Institute of Certified Public Accountants

I plan to join the local state CPA society.

LSAT score of 39. LSAT percentage rank of 87%. (Feb. 1988)*

* Documentation and references are also available upon request.

D A V I D S I T Y, CPA

**************@*****.*** 612-***-**** or 952-***-****

Contact this candidate