Tax Department Insourcing Project

Implementation Process Improvement Manger

LegalZoom

Legal Zoom 1040 + C Returns

Extra Jurisdictions

Legal Zoom 1040 Returns

Proxibid

QuickBooks migration and Sales tax help

Burdette Smith & Bish LLC

Ameer Awad -  Tax (Preparation) Support - (2024 Busy Season)

JB Advisory Group

Systems Integration Support - Ongoing (Hourly Priced)

TriNet and Quickbook intergrations 

Bench

Bench 1040 + C Returns

Bench 1040 Returns

Bench 1065 Returns & up to 2 State Returns

Bench 1120/1120S Returns & up to 2 State Returns

Extra Schedule Cs and Jurisdictions

Training Time

Bench Tax Return Extensions (S. Corps, Partnerships)

Bench Tax Return Extensions (1040s, C-Corps)

Bench Tax Return Extensions Training Time

Bench Tax Return Reviews 1-500

Bench Tax Return Reviews Training Time

The Sheppard LLC

Sales and Use Tax Review (max 20hr)

Legal Zoom 1065 Returns

Legal Zoom 1120/1120S Returns

Bench Tax Return Reviews 501-1000

Bench Tax Return Reviews 1001-1500

Bench Tax Return Reviews 1501-2000

Bench Tax Return Reviews >2000

 Ameer Awad -  Tax Preparation Support - 2024 Busy Season

Empower Fertility

Bookkeeping Clean-Up (Hourly Priced)

Bookkeeping Support Monthly (Fixed Priced)

Aardvark Tax

Ameer Awad - Tax Review - Jan > July 2025

<div>•&nbsp; Applied advanced tax expertise to modify tax data for mechanized tax processing systems, enabling accurate input for client-specific business rules.</div><div>•&nbsp; Processed complex tax data for returns using client's tax systems, demonstrating proficiency in categorizations and journal entries.</div><div>•&nbsp; Reviewed and ensured the accuracy of sales and use tax returns, incorporating a strong eye for detail.</div><div>•&nbsp; Leveraged your background in the software/tech industry to provide financial insights and forecast budgets, essential for informed decision-making.</div><div>•&nbsp; Demonstrated expertise in financial modeling to facilitate strategic planning and goal attainment.</div>

Tax Senior

<div>•&nbsp; Managed multi-faceted Federal and multi-state tax compliance for diverse industries, showcasing a deep understanding of accounting intricacies.</div><div>•&nbsp; Utilized your strong tax law research skills to interpret complex tax regulations and address unusual tax-related scenarios effectively.</div><div>•&nbsp; Acted as a consultant for small to mid-sized companies, providing valuable advice on financial reporting, payroll tax, sales tax, and property tax compliance.</div><div>•&nbsp; Leveraged your ability to reconcile intricate financial data to ensure the accuracy of tax returns for Corporations, S-Corporations, Partnerships, and Individuals.<br><br></div>

Tax Staff

<div>•&nbsp; Drove the successful implementation of FuelSmart, an ERP system, revolutionizing accounting and operational processes and strengthening bookkeeping practices.</div><div>•&nbsp; Expertly led a team of 10 accountants, overseeing the precise processing of invoices and payments and demonstrating your bookkeeping prowess.</div><div>•&nbsp; Managed intricate accounts related to construction, loans, and refinance properties, contributing to a comprehensive understanding of construction accounting.</div><div>&nbsp;</div>

Accounting and Operations Manager

<ul><li>·&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Spearheaded the preparation and review of Federal &amp; State partnership tax returns, ensuring meticulous accuracy and adherence to regulations.<br>·&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Skillfully conducted the first-level review of tax returns using Go System RIA for private equity clients, incorporating precise categorizations and entries.<br>·&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Collaborated with staff in the preparation of comprehensive tax work papers, including wash sales, constructive sales, and K-1 summary analyses.<br>·&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Leveraged Robotic Process Automation (RPA) for efficient return filing, streamlining processes and ensuring compliance.<br>·&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Engineered tax-driven processes to optimize the review and preparation of tax returns for accuracy, contributing to financial reporting strategies.<br>·&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Managed developer teams to achieve seamless deployment objectives, facilitating a seamless transition.<br>&nbsp;<br><br></li></ul><br>

Manger Of Tax Technology Transformation 

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