Christopher Wallace

Experience

1. Senior Tax Accountant

   Stinson Associates

   Jun 2017 — Present

   Prepare Federal and State Individual, Corporation, Partnership, and Trust tax returns in compliance with IRS. Summarize, document conclusions, and communicate tax concepts, strategies, and positions to clients in a clear and concise manner. Prepare monthly financial statement compilations in compliance with U.S. GAAP. Manage bookkeeping staff and maintain client’s entire accounting software, perform monthly bank reconciliations, and report to board of directors actual to budgeted variances. Individually performed annual financial statement Reviews in compliance with U.S. GAAP for both Corporation and non-profit clients. Develop and maintain positive client relationships for over 300 clients, including individuals and small business owners. Determine each client’s tax preparation and other tax services fees and terms. Network and attend weekly professional meetings in order to successfully bring in new clients and business, resulting in over in new business. Resolving and providing representation for disputes between clients and reporting agencies such as the Internal Revenue Service, New Hampshire and Massachusetts Department of Revenues. Prepare client’s initial business plan to clarify marketing, management, and financing needs. Consult with clients to select a business structure by evaluating tax advantages, legal exposure, and ease of profitability and portability. Assist in the required forms and filings in order to comply with federal, state, and local agencies. Provide clients with accurate financial projections in order to estimate current and future income tax liabilities. Advise and implement tax saving strategies to maximize clients after tax income through tax planning. Proactively monitor and research pending and enacted U.S. Federal and State tax legislation and communicate impact to clients.