VALLEY FORGE MILITARY ACADEMY
1997
VALLEY FORGE MILITARY ACADEMY
Junior Reserve Of The Corps Platoon Sergeant
2002
UNIVERSIDAD DE LA SABANA
Bachelor of Science, Business Administration
2002-2006
ARAMARK CORP
FINANCIAL CONTROLLER
- Led the accounting & Internal control functions for a $20 Million, 200 room hospitality operation for Harvard University.
- Managed payroll for over 150 employees
- Audit Contact with public accountants to assist in their independent audit and tax obligations.
- Managed a team of 4 to complete all accounting functions.
2004
HARVARD UNIVERSITY
Reduced average A/R collection period for a Harvard University business unit from 90 days to under 30, by implementing an automated collections system built with SQL Queries and B.I Crystal Reports.
2006-2009
SMALL BUSINESS ACCOUNTANT
Provided tax and accounting services to small businesses on a part time basis while working my full time job. My Client Portfolio included individuals, Venture Capital backed MIT Startups and non profit organizations in the General Boston Area
- Interim controller role for day to day accounting cycle management as well as assistance with accounting policies and procedures
- QuickBooks implementations, Catch up / Clean Up Bookkeeping Projects
- Assistance with year-end audits. Reconciliations and workpaper preparation.
- Advanced reporting using SQL or Excel workpapers reporting on external data.
2006
LAPPING SCHEME
Uncovered a 7 Year $700 thousand dollar lapping scheme at a major Boston Hotel previously undetected by the major name auditing firm in it’s past 7 years annual audit.
2006-2007
FIDELITY INVESTMENTS
Senior Financial Analyst
- Monthly Consolidated financial reports for top level management with applied analysis.
- Monitor financial statements compliance with US GAAP while factoring in upcoming IFRS adjustments.
- Part of the Senior Management Financial reporting team responsible for delivering daily reporting support.
2007-2008
LIBERTY MUTUAL
Senior Accountant – Internal Reporting
- Work directly with public accounting firm as part of the audit contact team; manage the Audit Process and aid in ad hoc reporting
- Reported using Business Intelligence, Crystal Reports, & Hyperion Essbase
2008
UMASS BOSTON
Master of Science in Accounting
2008 - 2013
TAX PLANNER CPA
CPA, Co-Founder
Co-founded, developed, and led a team that focused on tax and accounting services for Americans living abroad.
Established a scalable proprietary online platform that allowed compliance with recordkeeping requirements for a paperless office, interact with the client securely and safeguard sensitive data.
The code for the platform continues to evolve and is currently deployed Software as a Service for Boutique CPA firms.
- Oversaw a team of Certified Public Accountants, Enrolled agents and 4 support staff to prepare over 1,000 returns per year
- Represented delinquent filers before the IRS to help resolve their collection status and become compliant through payment plans, determination of non-collectible status or statute limitations.
- Prepared Tax returns under the Offshore Voluntary Disclosure Initiative
2009
CERTIFIED PUBLIC ACCOUNTANT
Massachusetts Board of Public Accountancy, #26,369
All Sections Passed on First and only Attempt, while servicing and growing my client list.
FAR – 89
REG -83
AUD -93
BEC – 89
2013
FIRST TRIATHLON
2019
BERKOWITZ POLLACK BRANT
Senior Accountant – International Tax 2019 Tax Season
- DNI Calculations for the 65 Day Election for Foreign Trusts
- Delinquent FBARs for high net worth families.
- Controlled Foreign Corporations
2020
EY
Seasonal Signer
Review and sign tax returns working with associates to deliver multi-state, high net worth individual tax returns in a high paced setting.
2020
First Self Sufficient Meal
Following years of hard work, the place I hope to make self sufficient one day gave its first entire, organic meal from its harvest.
2013 - Current
Ed Parsons, CPA
International Tax Return Preparation – multi-year tax return submissions for delinquent returns, including those with international forms (2555, 1116, 5471, 8621, 8938, FBAR).
- OVDP, OVDI, Streamlined program Submissions since the first program came out.
- Consult directly or via Legal counsel with taxpayers on their tax delinquency
- Represent Taxpayers before the IRS
- Small Business Tax and Accounting management; Payroll Reporting, Sales Tax, Monthly Closes, PPP, EIDL
