Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Brooke Peterson

Georgetown

Summary

Dynamic tax professional with extensive experience at BDO LLP, excelling in tax compliance and return preparation. Proven track record in staff training and mentoring, enhancing team productivity. Adept at problem-solving and client relationship management, consistently identifying opportunities for tax savings and ensuring meticulous attention to detail in complex tax matters.

Overview

10
10
years of professional experience

Work History

Tax Senior/Supervisor

Steven R Peterson, CPA APC
San Diego
09.2023 - Current
  • Prepared and filed S-corporation, trust, partnership, and individual income tax returns using Lacerte tax software.
  • Monitored changes in state and federal taxation laws.
  • Provided assistance with IRS notices and tax audits.
  • Conducted research on various state and federal tax issues.
  • Identified opportunities for clients to reduce their tax burden through deductions or credits.
  • Established work schedules, managed client workflow and monitored staff productivity.

President & CEO

Peterson Consulting LLC
Florence
01.2022 - Current
  • Extensive experience in preparing complex individual income tax returns for high-net-worth individuals, entrepreneurs, and clients with diverse financial situations using Ultra Tax.
  • Proficient in managing full-cycle bookkeeping, ensuring accurate tracking of financial transactions, accounts payable/receivable, and payroll processing for five start-up clients.
  • Prepared detailed workpapers documenting use tax audit evidence obtained during the course of an engagement.

Tax Accountant

Sheldon Reder CPAs
Cincinnati
08.2020 - 12.2021
  • Preparation of 450+ clients' tax returns per year with various income and complexity levels.
  • Processed payrolls for over 35 clients on multiple payroll schedules, and ensured a quality client experience for over 75 PPP Forgiveness Applications for clients.
  • Analyzing the accuracy of client-provided financial reports, and recording necessary journal entries.

Tax Senior

BDO LLP
Cincinnati
12.2018 - 08.2020
  • Detailed review of 300+ clients' tax returns per year from numerous income and complexity levels.
  • Maintained and managed schedules for all tax department staff.
  • Hosted and coordinated intern and new hire training for the Cincinnati Tax office.
  • Reviewed staff members' work to ensure fastidious attention to detail within tax workpapers.
  • Reviewed quarterly bookkeeping in QuickBooks for the preparation of compilation reports.

Tax Consultant

Deloitte Tax LLP
Cincinnati
07.2016 - 12.2018
  • Prepared individual tax returns from various income levels, while specializing in foreign tax credits, foreign earned income exclusions, nonresident returns, and well-versed in determining state residency statuses based on individual circumstances.
  • Maintained and managed bi-weekly, monthly, and year-end compensation accumulation and reporting for a Fortune 100 company.

Tax Intern

Stephens & Associates, CPA
Highland Heights
02.2015 - 07.2016
  • Produced over 250 basic individual and over 30 business tax returns through Ultratax per year.
  • Maintained basic bookkeeping by reconciling bank statements, and reviewed financial statements using QuickBooks on a monthly and annual basis.

Education

Bachelor of Science - Accounting

Northern Kentucky University
Newport, KY
12-2015

Enrolled Agent - 00154297

Active License

Skills

  • Tax compliance
  • Tax return preparation
  • Tax return review
  • Staff training and mentoring
  • Attention to detail
  • Effective communication
  • Problem solving
  • Workflow management
  • Client relationship management
  • IRS notice assistance
  • Goal oriented
  • Organizational skills
  • Payroll administration

Accomplishments

  • Graduated Cum Laude
  • Passed all EA exam on first attempt
  • Women’s Volleyball Division II Athlete (Fall 2010 - Winter 2013) UMASS Lowell
  • Women’s Volleyball Division I Athlete (Fall 2013 - Winter 2014) UMASS Lowell

References

References available upon request.

Timeline

Tax Senior/Supervisor

Steven R Peterson, CPA APC
09.2023 - Current

President & CEO

Peterson Consulting LLC
01.2022 - Current

Tax Accountant

Sheldon Reder CPAs
08.2020 - 12.2021

Tax Senior

BDO LLP
12.2018 - 08.2020

Tax Consultant

Deloitte Tax LLP
07.2016 - 12.2018

Tax Intern

Stephens & Associates, CPA
02.2015 - 07.2016

Bachelor of Science - Accounting

Northern Kentucky University

Enrolled Agent - 00154297

Active License

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