Whether it is helping you manage your business or helping you through the tax maze, you get the advantage of my extensive experience and education.
In-depth experience in corporate, partnership and individual taxation. Employed by two CPA firms as a tax manager and a manager-owner in two other CPA firms. Also CEO/President of a retail store chain, an internal audit manager for a major financial institution, lectured and taught continuing education and college courses on various corporate and tax subjects.
President/CEO
RTO Inc.
Clearwater, FL
Directed, managed and supervised all aspects of a two store retail chain of prerecorded music stores. Activities include responsibility for all data processing operations, internet site development, accounting, and tax compliance functions. Also assisted with marketing, sales and purchasing. Successfully negotiated asset acquisitions of three other music retailers. Over a period of five years, accomplished a more than five-fold increase in gross revenue. Successfully installed a point of sale system replacing a manual system. Also managed a tax and accounting practice within one of the chain stores.
Partner
Smith, Howes and Company, CPAs
Tampa, Florida
Founded and managed a tax and accounting practice in Tampa, Florida for 8 years. Practice emphasis included tax and financial accounting, business consulting and tax compliance for C Corporations, S Corporations, Partnerships, Sole Proprietors (self-employed individuals) and Personal Income Tax preparation. Supervised accounting and computer operations. Practice also included forensic accounting engagements. Practice was purchased and merged into another CPA firm. Served as National Association of Securities Dealers (NASD) Arbitrator in resolving actions brought by investors against stockbrokers and brokerage firms.
Manager of Taxation
Tampa, Florida
Employed with two Tampa Bay area accounting firms, Harper, Van Scoik & Company, CPAs, PA and Flemings & Frey, CPAs, PA. Engaged in extensive tax research at the corporate, trust and partnership levels. Provided tax research assistance to audit, bookkeeping and tax compliance personnel within the organization. Analyzed tax consequences of major transactions, represented clients before Federal Tax Authorities for both routine and audit activities, compliance with all Federal and State income, Information, Sales Tax, Tangible/Intangible tax filings for various high income individuals, closely held corporations, general and limited partnerships. Also was partner-in-charge of all audit and review engagements.
Manager of Internal Audit
Eastern Financial Florida Credit Union
Miami, Florida
Responsible for all internal audit functions of a major financial institution. Reported directly to the President, the Board of Directors and the Supervisory Committee. Acted as liaison for outside auditors.
Educational Activities
University of South Florida Graduate Program
Master in Taxation Program
Tax courses completed (with 4.0 gpa)
Advanced Corporate Taxation
Advanced Partnership Taxation
Taxation of Estates and Trusts
Individual Income Taxation
Taught Continuing Professional Education taxation topic courses for the Hillsborough County Management of a CPA Practice Group. Also taught Taxation Accounting at Tampa College.
Florida International University
Accounting Degree Program
New York University
Bachelor of Arts
Computer Skills
Proficient with Windows Operating and Network systems, MS Office, Wordperfect, Peachtree, TASC, Quickbooks, Quicken, MS Money, WordPress, Drupal, Mysql Databases, HTML, point of sale systems implementation, various income tax and tax compliance programs, website design. Experienced with software selection and evaluation, purchasing and maintaining computer hardware.
