Results-driven and highly skilled Accounting and Tax Professional with over [25] years of experience in managing all aspects of accounting, tax planning, and financial consulting for individuals and businesses. Proven track record of building and leading a successful accounting practice, delivering expert financial services, and cultivating lasting client relationships. Strong leadership abilities, adept at strategic planning, business development, and overseeing day-to-day operations. Committed to providing accurate, timely, and personalized financial solutions to clients.
Overview
2025
2025
years of professional experience
Work History
Owner & Principal Accountant
Wilson & Wilson Tax Services Inc.
- Current
Successfully grew a full-service accounting and tax firm, serving over100 clients annually, including small businesses, corporations, and high-net-worth individuals
Manage all aspects of business operations, including client acquisition, marketing, service delivery, and financial oversight
Provide tax planning, preparation, and consulting services, ensuring compliance with IRS and state tax laws
Supervise and mentor a team of5 employees, providing ongoing training in tax law, accounting principles, and customer service
Develop comprehensive financial strategies and offer detailed budgeting, forecasting, and financial planning solutions to clients
Conduct regular reviews of clients' financial situations to recommend tax-saving strategies and identify opportunities for cost reduction
Maintain strong relationships with clients, ensuring satisfaction, trust, and retention
Oversee preparation of annual tax filings, quarterly filings, and tax projections, ensuring accuracy and timely submission
Ensure compliance with all relevant regulations and laws, minimizing the risk of audits or penalties for clients
Senior Tax Consultant
Wilson & Wilson Tax Services Inc.
09.2004 - 04.2010
Provided expert tax advice to clients in various industries, focusing on individual and business tax planning, preparation, and compliance
Assisted with complex tax filings, ensuring accuracy and full compliance with federal and state tax laws
Conducted in-depth audits and reviews of clients' financial records to identify discrepancies and provide solutions
Collaborated with the business development team to attract new clients and expand services offered