Gabriel Sanford

Tax Accountant

Dugan & Lopatka, PC

08.2007 - Current

Manages, analyzes and prepares state and federal Personal (1040), Employee Benefit Plan (5500), Exempt Organization (990), Trust and Estate (1041) Income Tax Returns.
Conducts thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
Examines accounts and records and computed tax returns according to prescribed rates, laws and regulations.
Assists in the resolution fo technical tax questions relating to transactional processes and tax liability implications through technical research on new and existing IRS tax regulations. Assisted clients directly with tax questions and concerns related to their personal, foundation or estate returns.
Researched and provided summary memos on technical tax issues at request of partners and clients.
Collaborates with team members to identify opportunities for improving client services and tax strategies.
Keeps up-to-date on current income tax developments and advises clients to make proper adjustments.
Reduces client tax liabilities through diligent research and application of applicable tax laws.
Uses accounting software to issue tax returns and prepare consolidated reports.
Researches technical tax issues to define tax effect or impact of certain tax positions.
Assists clients in understanding complex tax concepts, explaining implications of various financial decisions.
Provides guidance on strategic tax planning initiatives that result in significant savings for both individual taxpayers and businesses.
Audits client financial records to determine tax liability.
Organized and detail-oriented with a strong work ethic.