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Work Background
Self-employedOwner
Apr. 2025Spring, TX
Haffner, Haffner, & Spears, LLPTax Accountant
Jan. 2024 - Apr. 2025Tomball, TX
Jones CPA Group LLCSenior Tax Accountant
Sep. 2016 - Jan. 2024Spring, TXConducted QuickBooks Training for small business owners. Provided accounting services that include bookkeeping, general ledger clean up, payroll services, entity structure, and entity set up. Provided tax services that include preparation of individual and corporate tax returns, property tax renditions, and payroll tax forms. Advanced tax planning and tax maintenance strategies.
Dependable Dwellings LLCAccountant/Property Management
Mar. 2015 - Jan. 2017Spring,TXHandling details for 10 rental properties and one vacation rental. Job includes: Interviewing potential renters for rental property
Handling leases for rental property
Managing maintenance for rental property
Accounting including budgets and cash flow
Day to day operations
Ahlers & Stoll, PCTax Accountant
Dec. 2011 - Apr. 2013Houston, Texas AreaPreparing individual tax returns Preparing quarterly payroll tax reports which include 941s and TWC reporting
Preparing 1099s and W-2s SSARS 19 Compilations and Reviews for clients
Quarterly tax estimates
Property rendition reports.
JPIContractor/Consultant
Jan. 2007 - May. 2009Managed special projects determined by the CFO and VP of Tax
Coordinated contracted services provided by KPMG, independent third parties, and designated regular full time employees during the planning, preparation, and filings of the Partnership, Corporate, State & Franchise Tax Returns
Oversaw preparation of the Earnings Distribution Statement for the 4 partners/owners
Prepared and filed Partnership, Corporate, and State & Franchise Income Tax Returns
JPITax Manager
Sep. 2004 - Sep. 2007Managed special projects determined by the CFO and VP of Tax
Supervised senior tax accountants Coordinated contracted services of KPMG, independent third parties, and designated regular full time employees during the planning, preparation, and filings of Partnership, Corporate, State & Franchise Tax Returns
Managed the 4 partner/owners' federal and state distributable annual income, which included: communications with owners' accounting firms, preparation of quarterly and forecasted income, cash accounting , and the resulting earnings distributions
Supervised quarterly estimates and forecasts for federal and state entities
Provided guidance to Accounting Department regarding federal and state taxes for all property sales
Managed annual report filings and responding to notices from federal and state governments
JPISenior Tax Accountant
Sep. 2000 - Sep. 2004Cash accounting to determine earnings distributions for the 4 partners/owners
Preparation and filings of the Partnership, Corporate, State & Franchise Tax Returns
Preparation of forecasts and estimates
Administrative duties such as annual report filings and responding to notices from federal and state governments
KPMGTax accountant
Jan. 1998 - Sep. 2000Preparation and filings of the Partnership, Corporate, and State Tax Returns
Prepared Real Estate Investment Trust Returns
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