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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