Kathryn Timmers, CPA
Ottawa Hills,Ohio
Summary
Experienced in tax preparation and compliance, I ensure accurate and timely filings. Leveraging my in-depth knowledge of tax regulations, I optimize client tax positions and maximize benefits. My strong understanding of tax planning and financial reporting contributes to effective financial decision-making. Taking pride in delivering accurate and timely work products, I also find joy in mentoring less senior staff.
Overview
19
19
years of professional experience
Work History
Owner
Brookside Tax & Accounting LLC
01.2023 - Current
- Prepare federal, state and local income tax returns for individuals, businesses and trusts
- Manage multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied
Chief Financial Officer
The Danberry Company
07.2022 - Current
- Perform all month-end close procedures and deliver monthly financial reporting package to company ownership
- Complete bi-weekly payroll processing for fifty employees, ensuring accurate and timely processing
- Administer company 401(k) plan, including annual compliance testing and review of Form 5500
- Provide treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns
- Collaborate with other functional areas to develop integrated solutions for complex business challenges related to finance operations
- Play key role in strategic planning sessions, offering insights based on financial analysis and projections
- Improve financial decision-making, providing executive team with detailed reports and analysis on financial performance
- Verify accurate completion of corporate income tax returns and optimal use of favorable tax codes
Tax & Financial Accountant
Douglas Crocker & Associates, LLC
07.2013 - 07.2022
- Prepared and reviewed federal and state income tax returns for individuals, businesses, and trusts
- Prepared annual reviewed financial statements for privately held businesses
- Prepared financial forecasts and hypothetical analyses to assist clients with strategic business decisions
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied
- Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions
- Researched and analyzed tax developments and applications to specific business situations
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly
Tax Manager
Weber O'Brien Ltd.
08.2012 - 10.2012
- Reviewed federal and state income tax returns for individuals, businesses, and trusts
- Conducted tax research to ensure compliance with applicable laws, mitigating potential risks for clients
Finance Manager/Controller
Corner Dental
08.2011 - 05.2012
- Managed month-end close process and presented financials to company management committee
- Documented internal control policies and presented to staff
- Maintained fixed asset records for multiple entities
- Monitored quarterly and annual payroll tax compliance
- Supervised Accounts Payable staff
In-Charge Tax Accountant
Plante Moran, PLLC
07.2008 - 08.2011
Staff Accountant
Gilmore, Jasion & Mahler, LTD
01.2008 - 06.2008
Staff Accountant
Jackson, Rolfes, Spurgeon & Co.
06.2006 - 12.2007
Education
BSBA - Accounting
Xavier University
Cincinnati, OH05.2006
Skills
- Federal and state tax returns
- State and local taxation
- Tax advisory services
- Advanced Excel
- Research and documentation
- Tax software proficiency
Affiliations
- American Institute of Certified Public Accountants
- Ohio Society of CPAs
Timeline
Owner
Brookside Tax & Accounting LLC
01.2023 - Current
Chief Financial Officer
The Danberry Company
07.2022 - Current
Tax & Financial Accountant
Douglas Crocker & Associates, LLC
07.2013 - 07.2022
Tax Manager
Weber O'Brien Ltd.
08.2012 - 10.2012
Finance Manager/Controller
Corner Dental
08.2011 - 05.2012
In-Charge Tax Accountant
Plante Moran, PLLC
07.2008 - 08.2011
Staff Accountant
Gilmore, Jasion & Mahler, LTD
01.2008 - 06.2008
Staff Accountant
Jackson, Rolfes, Spurgeon & Co.
06.2006 - 12.2007
BSBA - Accounting
Xavier University
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