E0502JH

Certified Public Accountant

AREAS OF EXPERTISE

Tax return preparation, Review techniques, Tax planning, Supervision, Interpersonal skills, Organization, Fixed asset depreciation, Public speaking, Team player, Financial statement preparation, Audit report writing, Mentoring, In-house & Client Presentations Retirement Planning Training

PROFESSIONAL EXPERIENCE

Accountant January 1999 — May 2002 Sanden, Seltzer & Anderson, PC Colorado Springs, CO

Provided business consultation services, which included payroll, sales tax return preparation, bookkeeping services, financial statements compilation, preparation, and review, financial audits, employee benefit plans etc. for private companies and non-profit organizations.

• Prepared over 200 annual individual and corporate federal and state tax returns (including multi-state returns).

• Provided individual and corporate tax planning for over 100 clients.

• Had the highest chargeable hours in the tax department (100% realization).

• Trained new employees/firm employees on tax and audit techniques and accounting software.

• Supervised personal property declaration filings of over 75 returns.

• Supervised a team of employees on audits and reviews.

• Managed over 50 client accounts.

• Created and presented client and in-house presentations to explain and enhance services, resulting in increased business and efficiency.

In-Charge Accountant January 1996 — December 1998

Performed financial audits of private companies and non-profit organizations. Prepared, compiled, and reviewed financial statements and required tax documents for retirement plans. Prepared monthly general ledger services.

• Performed individual and corporate tax planning for over 150 clients.

• Administered over 20 qualified defined contribution retirement plans, including 401(k) plans, worth approx. $5M.

• Prepared over 300 individual and corporate federal and state annual tax returns.

• Supervised and trained 8 staff accountants on various accounting services and software.

• Supervised the annual, tangible, and intangible program for over 1,000 returns.

• Managed the Retirement Plan Department in a manner that created a more efficient method of statement generation and disbursement.

Tax Accountant May 1994 - August 1995

Donna M. Bloomer & Associates Pensacola, FL

Prepared: individual and business federal and state tax returns; fiduciary accounting and related trust and estate tax returns; documents in connection with IRS and state department of revenue audits; annual business financial statements; and monthly general ledger services.

• Reviewed other accountants’ work within 8 months of being hired.

• Detected irregularities during the course of an audit that uncovered inside embezzlement.

COMPUTER KNOWLEDGE

General: Windows, Word, WordPerfect, Excel, Lotus, Quattro Pro, PowerPoint

Accounting Software: UltraTax, SCS Compute, ProSystem FX, ATB, E Pace, Quantech, Quicken, QuickBooks, One Write Plus

Research Tools: RIA,

Forms Software: PPC, Tax Forms, Tax Tools

Billing Software: PACS Billing Software

EDUCATION

Master of Accountancy, Tax Emphasis, University of West Florida

Pensacola, FL, 1994

Bachelor of Business Administration, Major: Accounting; Minor: Writing

Stephen F. Austin State University, Nacogdoches, TX, 1993

PROFESSIONAL ASSOCIATIONS:

Certified Public Accountant, March 1996, Active in Colorado and Florida

Member of the American Institute of Certified Public Accountants

Member of the Colorado Society of Certified Public Accountants