Evan Gregory
Britton,MI
Summary
Accountant with 4+ years of experience preparing individual, flow-through entity, corporate, and trust returns. Experienced in HNW and business taxation, bookkeeping, trial balance reconciliation, payroll, and tax planning.
Overview
4
4
years of professional experience
Work History
Experienced Tax Preparer (Remote, Contract)
Jones Advisory, LLC
Bel Air, MD
02.2026 - 04.2026
- Executed preparation of complex 1040 tax returns for clients with adjusted gross income ranging from $50,000 to $7 million.
- Collaborated with clients to optimize tax strategies involving DAFs, itemized deductions, large K-1s, multi-state returns, sales of personal residences, sales of company stock, foreign accounts, and 529 plans.
- Conducted comprehensive tax research on complex client scenarios.
- Facilitated communication with clients via TaxDome, email, and phone calls to obtain necessary documents and enhance information accuracy.
Staff Accountant (Remote)
Cox & Co.
Lafayette, IN
08.2023 - 11.2025
- Managed tax filings and trial balances for 20+ auto dealerships, ensuring accuracy for gross revenues ranging from $500,000 to $100 million.
- Prepared individual (mid-income to HNW, $50,000–$5 million), corporate, estate & trust, S-Corp, and partnership tax returns.
- Conducted tax planning and projections to optimize client financial positions.
- Managed fixed assets and depreciation schedules for compliance and reporting.
- Led quarterly and monthly payroll processing, ensuring regulatory compliance.
- Prepared compiled financial statements supporting bookkeeping and analysis.
Staff Accountant (Hybrid)
Yeo & Yeo
Ann Arbor, MI
01.2022 - 04.2023
- Prepared 100+ real estate partnership tax filings, including complex Form 1065s with M-3 filings for entities with revenues up to $60 million.
- Specialized in preparing individual (1040) tax returns for medium- to high-net-worth clients ($50,000–$2 million income range) within the firm’s dedicated 1040 group.
- Prepared extensive flow-through entity tax filings for partnerships and S-Corps, ensuring compliance and optimization.
- Conducted book-to-tax reconciliations, state apportionment, and tax code assignments.
- Led tax research initiatives, evaluating software solutions such as GoSystem Tax RS and CCH Axcess for firm adoption.
- Mentored interns in tax preparation processes and accounting software usage.
Education
BBA - Accounting
Siena Heights University
Adrian, MI09-2021
Skills
Forms 1040/1041/1065/1120/1120S, Tax planning & research, Bookkeeping, Trial balance preparation, Financial statements, Payroll, Fixed assets & depreciation
UltraTax/Fixed Assets/Accounting/PracticeCS, SurePrep, QuickBooks Online/Desktop (ProAdvisor), GoFileRoom/AdvanceFlow/FileCabinet/TaxDome, Microsoft Suite
Timeline
Experienced Tax Preparer (Remote, Contract)
Jones Advisory, LLC
02.2026 - 04.2026
Staff Accountant (Remote)
Cox & Co.
08.2023 - 11.2025
Staff Accountant (Hybrid)
Yeo & Yeo
01.2022 - 04.2023
BBA - Accounting
Siena Heights University