SUMMARY

CPA and CFP(R) professional with over 20 years of experience in public accountin
g with a focus on individual, estate and trust tax return compliance. Background
includes preparing and reviewing complex tax returns including 1040's, 1041's,
706's, 709's, 990 PF's, CRUT's and CRAT's. Clients' assets range from $2M up to
$50M+ including multi-entity and multi-generational family and privately held b
usinesses.
EMPLOYMENT
Grossberg Company LLP, Bethesda, MD June 2009 to December 2010
Supervisor, Tax Department
* Provide tax compliance services to high net worth clients including estates, f
iduciaries and individuals with multi-state scenarios
* Prepare and review fiduciary accountings
* Work on partnership returns on an as needed basis
* Serve as firm resource for "3115 project"
Goodman & Company, McLean, VA June 2008 to May 2009
Manager, Tax Department
* Managed book of business of approximately 250 clients
* Reviewed complex individual income tax returns, estate and gift tax returns, f
iduciary, partnership and corporation income tax returns
* Performed tax planning
* Served as Member of the Tax Task Force which managed the busy season office pr
ocedures including setting up ProSystem fx default returns and letters
Kositzka Wicks & Company, Alexandria, VA September 2007 to April 2008
Manager, Tax Department
* Reviewed complex individual and fiduciary income tax returns, estate and gift
tax returns
* Performed tax and financial planning
* Helped manage the scheduling and supervision of up to 4 staff
RSM McGladrey, Inc., Alexandria/Vienna, VA July 2005 to August 2007
Manager, Tax Services
* Served as Manager of estate and trust department for Alexandria office and sup
ervised 2 staff
* Reviewed estate tax, gift tax, and fiduciary income tax returns and final indi
vidual income tax returns for decedents
* Reviewed inventories and fiduciary accountings for the Commissioner of Account
s
* Performed tax planning
* Reviewed complex individual tax returns, CRAT's, CRUT's and Form 990 PF tax re
turns

Witt Mares, Newport News/Williamsburg, VA January 1987 to July 2005

(formerly Eggleston Smith PC prior to merger with Witt Mares)
Started as Staff Accountant and promoted to Supervisor
* Prepared and reviewed estate tax and fiduciary income tax returns and final in
dividual income tax returns for decedents
* Prepared and reviewed inventories and fiduciary accountings
* Managed book of business "inherited" from retired partner of approximately 50+
clients
* Prepared and reviewed partnership, corporate, and exempt organization tax retu
rns
* Performed compilations of financial statements
* Presented in-house training seminars
PriceWaterhouseCoopers, Norfolk, VA January to December 1986
(formerly Price Waterhouse before merger with Coopers & Lybrand)
Associate
* Prepared individual, partnership, corporate and fiduciary tax returns
* Performed compilations of financial statements
* Resolved client disputes with Internal Revenue Service and Virginia Department
of Taxation
PROFESSIONAL MEMBERSHIPS & COMMUNITY ACTIVITIES
* CPA license in both Va. and Md.
* American Institute of Certified Public Accountants
* Maryland Association of Certified Public Accountants
* Virginia Society of Certified Public Accountants
o State Taxation Committee, 1991-1993
o Federal Taxation Committee, 1995-1996
* Northern Va. Estate Planning Council, Sept. 2006 to present
* Suburban Md. Estate Planning Council, Feb. 2010 to present
EDUCATION
* College for Financial Planning, CFP(R) Professional Education Program, Novembe
r 2004
* Master of Accountancy, Virginia Tech, Blacksburg, VA, December, 1985
* BA History, University of Virginia, Charlottesville, VA, May 1983, Minor in Fr
ench
COMPUTER SKILLS
* Tax software: ProSystem fx, Lacerte, BNA Income Tax Planner, RIA, CCH and BNA
online tax research and T-Value
* Other: Engagement, Microsoft Excel and Word
REFERENCES
Available upon request