Achieve your goals through planning and expertise

Born in Cleveland, Ohio September 2, 1949. Has Successful professional experience in the Finance and Accounting industries, business operations and implementation of enterprise solutions. Widely recognized for skills in tax preparation, management, staff training, multi-project delivery, problem solving, budgeting and analysis, and business development. A CPA with Reinert & Associates, PC CPA's (Owner) for 25 years Producing monthly, quarterly and annual financial reports and payroll and tax filings for 95+ monthly contracted clients and prepared 295+ tax returns a year including returns for individuals, corporations, S-corps, trusts, partnerships, and limited liability companies, in many industries: Medical Practitioners, Dentistry, Psychiatry, Ears Nose Throat, Construction, Real Estate, Information Technologies, Government Contracting, and Non-Profits, to name a few. Also, a Registered Investment Advisor with HD Vest Financial Services, a CFO with MCI USA (formerly Coulter Companies), a QA Analyst for Tax Software with Best Programs, a CFO with The Farr Companies (Commercial Real Estate) Washington DC, a Financial Analyst with Contel, a CPA with Buchanan & Company CPA's Pllc, and a Cost of Service Analyst-Controller's Team with National City Bank of Cleveland. Specializes in providing Accounting Consulting, Tax Consulting and Preparation, Insurance protection, Financial Advice. Has also helped start-ups with Business Plans. Recently worked with Maryanov, Madsen Gordon & Campbell CPA's of Palm Springs, preparing tax returns for Individuals, Trusts, S-Corporations and Partnerships, Seasonal-Support-Position only as a result of a long history as a tax expert. Worked with Waddell & Reed, in Indian Wells, as a Registered Investment Advisor (commission based only). RIA License-Series 6, 63, 65, CDI License-Life, Accident, Annuities, and Health in CA, VA, and OH. Sales resulted from marketing to 500+ individuals through personal contact, phone calls and marketing mail

Work Terms

I am available and prefer payments to PayPal or cash. I am looking for Management Advisory consulting work.

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