Seasoned and accomplished tax professional with extensive experience in personalized tax planning, compliance, and advisory services across a diverse client base, encompassing individuals, partnerships, corporations, and trusts. I specialize in reviewing and preparing complex tax returns, focusing on creators, individuals involved in equity award transactions, multi-state reporting, digital assets, real estate, and foreign entities. My expertise also includes conducting thorough tax research and devising innovative solutions to intricate tax issues. I am skilled in cultivating relationships with clients, stakeholders, and colleagues to achieve successful outcomes, alongside investigating and implementing cost-saving technology measures to enhance firm efficiency.
Areas of Expertise:
Personalized Tax Planning & Compliance
Compilation and Preparation of Financial Statements
Tax Law & Regulation Research
Partnership Taxation
Corporate Taxation
Ultra High Net Worth Individuals
Taxation of Options, RSUs, and 1202 stock
Foreign Entity Reporting
Trusts & Estates Taxation
Multi-State Tax Advisory
Team Mentoring & Professional Development
Implementation of Automated Tax Processes Systems
Complex Tax Return Preparation
Client Relationship Management
Strategic Tax Liability ReductionMore...