Doug - Cypress, TX
Masters, MBA, Finance & Taxation
Expertise as a Certified Public Accountant (CPA)
Service Lines
Certifications
Top Industries
Accounting Firm
Capital Markets
Computer Software
Private Equity
Venture Capital & Private Equity
Top Skills
Tax Planning
1040 Filing
1065 Filing
1120 Filing
1120S Filing
Top Softwares
QuickBooks Enterprise
CCH Prosystem fx
Drake
Sage 300
UltraTax
Work Experience
Title:
Manager
Dates Worked:
January 1972 - January 2009
Company:
Various
Accomplishments:
Software Used:
Great Plains
Skills Used:
Controller
Industries Covered:
Executive Office
Title:
Tax Strategist, CFO & AI Power
Dates Worked:
January 2011 - current
Company:
Parker Advisors LLC
Accomplishments:
● Deliver advanced tax strategy and tax compliance to partnership and corporate returns to businesses with $1-$50M in revenue
● Industries include: Real estate, construction, professional services, medical, manufacturing, franchises, oil and gas, and dry cleaning
● Optimize entity structures and other tax strategies to reduce tax liability
● Prepare and review multi state returns
● Prepare and review HNW 1040 returns for clients with income of $10-500M
● Prepare, review, and sign 300 returns annually
● Managed team of 4
Software Used:
QuickBooks (desktop), Quickbooks (online)
Skills Used:
1040 Filing, 1065 Filing, 1120 Filing, 1120S Filing, Accounting Information Systems, Accounting Processes, Accounting Software, Accuracy, Artificial Intelligence, Attention To Detail, Bookkeeping, Business Analysis, Business Intelligence, Budgets, Business Storytelling, Budget Variance Analysis, Brainstorming, Cash Flow Budgeting, Cash flow management, Comparative Analysis, Controller, Coprorate Strategy, Corporate Accounting Functions, Corporate Planning, Corporate Reports, Corporate Tax, Cost Accounting, Cost Analysis, Credit Financing, Credit Analysis, Credit Management, Dashboarding, Data Analysis, Data Collection, Data Mining, Debt Financing, Debt Management, Debt restructuring, Decision Making, Due diligence, Financial Analysis, Financial Consulting, Financial Modeling, Financial Planning & Analysis, Financial Reporting, Financial Statement Analysis, Forecasting, Forensic Accounting, Full Charge Bookkeeping, Income Tax, Industry Analysis, Internal Controls, Inventory Bookkeeping, Inventory Managment, IRS tax representation, KPI Development, Loan Workouts, M&A - Buy Side, M&A - Sell Side, M&A Due Diligence, Machine Learning, Management Financial Consulting, Manufacturing, Modeling, Pitch deck design, Predictive Analytics, Predictive Modeling, Process Analysis, Proforma Scenario Analysis, Revenue Projections, Restructuring, Strategic Planning, Structured Data Analysis, SWOT, Tax Analysis, Tax Compliance, Tax Filing, Tax Planning, Tax Returns, Turnaround Advisory, Build Annual Budget, Develop KPIs
Industries Covered:
Accounting Firm