With over 25 years of experience, my expertise in tax advisory and the ability to provide a multitude of accounting services, I would act as an asset to any firm. I've spearheaded new departments and significantly saved on taxes for high-wealth clients through strategic planning, showcasing my problem-solving abilities and client-focused approach.
Overview
21
21
years of professional experience
Work History
Tax Manager
RL Messa CPA
10.2019 - Current
Prepare and review complex federal and state income tax (all levels) returns for accuracy, ensuring timely filing and compliance with applicable laws.
Spearheaded a new trust and estate planning department for the firm
Develop strong relationships with clients by consistently delivering high-quality service and prompt communication.
Manage and advise high-wealth clients on strategic tax planning resulting in tax savings while maintaining their cash flow.
Invoice preparation and approve billing
Partner
Villella Professional Services, LLC
01.2004 - Current
Provide tax advice, compliance and a multitude of accounting services to small to medium sized entities, their owners and the controlled groups in association
Act as part-time CFO for clients that do not fulfill this position on a full-time basis
Prepare Corporate, Individual, Partnership and Not-for Profit, Gift, Trust and Estate Tax filings (multi-state expert)
Negotiate and correspond with IRS and all state levels of taxing authorities
Prepare financial statements, analyze and project cash flow and tax liabilities
Collaborate with client's legal council in advanced tax law matters
Subcontract with CPA firms in need of high level tax preparation or review of tax returns as well as act as a mentor for junior and senior staff members
Run day to day operations, invoicing and client relations
Education
BBA - Accounting Major / Music Minor- CPA (NY)
Hofstra University
Hempstead, NY
Skills
Tax advisory services, process improvement, law interpretation and expertise
Proficient in Lacerte Software, Excel, Word, QuickBooks, ProSeries, and Experience with Sage 50
Problem-solving abilities and willingness to work with others
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