Tracy –CPA, MSA
US Citizen
Stow OH 44224
Cell: 330-***-****
E-mail address: ******@*****.***
Education
Master of Science in Accountancy May 2008
The University of Akron, Akron, Ohio
GPA: 3.71/4.00 (4.0 on Accounting, Taxation & Auditing)
Achieved high academic standing in multiple areas
Professional Experience
Certified Public Accountant
Mills, Potoczak & Company Beachwood, Ohio 2009 – present
• Prepare C Corporate, S corporation & Partnership returns. Federal & state return.
• Prepare trust return and individual returns. Reconcile trust statement
• BNA, RIA checkpoint research. Process e-file.
• Work with clients and prepare year-end Adjustment & closing, Depreciation and Amortization schedule.
• Prepare audit, review and compilation financial statement, related schedules, report & notes.
• Prepare budgeted financial statement and forecast.
• Review, compile and audit financial statement. Prepare financial statement and related schedule. (Including construction, manufacture, service etc.)
• Review audited financial statement, related schedules and notes, footing and cross-references.
Tax Accountant
Bruner-Cox LLP (Regional CPA Firm) Canton, Ohio 2008 - 2009
• Reviewed the financial statement and prepared health care and Non-for-Profit organization tax returns (Form 990, 990-T, 926, 1024, 1023 & related schedules)
• Prepared Consolidated, Federal Tax, multi-state returns and International tax returns
• C Corp, S Corp, partnership Tax return (Form1120, 1120S, 1065, 5471& related schedules)
• Prepared State & Local tax
• Prepared complex individual returns, Estate and Gift tax, trust Tax.
• CCH Tax research
• Trained in new Form 990, Fin 48 and FAS 109
Staff Accountant
Peter A. Vass CPA, Inc., Cuyahoga Falls, Ohio 2005 – 2007
• Worked with 26 clients on a regular basis. (Including medical professions and dentists, manufactories, law firm, realtor etc.)
• Write-up, General ledger, Adjustment, closing entry, online accounting services, payroll, review and compilation of Financial Statement, reconciliation.
• Prepared Depreciation and Amortization schedule
• Prepared Payroll, sales, CAT tax returns, work’s comp payroll report.
• Prepared and planned for Corporate and individual tax returns
Accountant
EWR, Inc., (CPA Firm) Akron, Ohio 2004 (Tax season)
• Reviewed clients' books, analyzed data, made adjustments and prepared year-end corporation financial statements and notes. Prepared corporate tax return.
• Reviewed clients’ books, tax returns and original documents; prepared audit workpapers, audit worksheet, schedules and documents for his IRS audit.
• Prepared individual and corporate tax returns.
• Bookkeeping: bank reconciliation, journal entry and prepared financial statements. (Balance sheet, income statement, statement of retained earning and statement of cash flow.)
Jia Xin Company, Inc., Stow, Ohio 2002 – 2007
• Created Excel Spreadsheet
• Prepared Financial Statements
Partnership Assistant/Computer Specialist
Adecco Staffing at Alside Inc, Cuyahoga Falls, Ohio 2000 – 2001
• Created and maintained weekly and monthly turnover reports and analysis, attendance reports, tracking reports, rosters, and employee termination reports.
• Created presentations, posts, spreadsheets, various types of reports and analyses that client required.
• Prepared bill rate register by adjusting costs to correlate to time of hire for temporary employees.
• Worked on the First Energy Itiliti System (new online system) for hiring candidates and tracking their hours.
• Entered applications of newly hired employees and terminated employees in the CCM System (Adecco Staffing Intranet).
Professional Affiliations/Activities
• Member of the Ohio Society of CPAs
Computer Skills & other Area
• Prosystem fx tax , Prosystem fx scan, , Case ware, BNA, Fas 100 asset , Tvalue, PPC Tracker, Ultra tax, Creative Solution, Accountant Relief, QuickBooks, SuperForm, Acountware, Lacerte,
• Microsoft Office, Microsoft Project, Microsoft Visio (Advanced in Excel, Word, PowerPoint and Access.
• Very good at using formulas, creating spreadsheets, charts, graphs, word art and working with numbers to project into the software.)
References: Available upon request