Matt Spitzli
Cedar Falls
Summary
Enrolled Agent with a wealth of experience preparing and reviewing income, sales and use, and excise tax returns. Entrepreneur. Small-business expert partner. Jayhawk fan, father of four girls, and lover of literature.
Overview
15
15
years of professional experience
1
1
Certification
Work History
President
Spitzli Professional Services, LLC
05.2021 - Current
- Provide bookkeeping support as well as dedicated bookkeeping services
- Perform entity registration, formation, maintenance, and dissolution functions
- Prepare forms 1040,1065,1120s, and other income tax returns
- Give quarterly tax estimates for income tax
- File sales and use tax returns
- Support international and digital nomad clients
- Counsel on entity choice and tax planning
- Hold monthly meetings
- Draft official correspondence with tax and government agencies
- Handle Secretary of State and Fincen compliance
- Manage a team of three bookkeepers
Sr. Member Relationship Manager
Collective Hub, Inc.
01.2022 - 08.2024
- Provided clients expert advice on Accounting, Payroll, Multiple Tax Types, and Retirement Accounts
- Utilized Gusto, Xero, QBO, Hurdlr, Zoom, Slack, Office, Google Workspace, Front, Fullstory, Asana, and several other software packages
- Led a thrice-weekly instructional webinar for all new Collective clients describing their member experience as well as the ins-and outs of S-corp taxation
- Led periodic existing-member webinars focusing on subjects such as reading financial statements and how to provide your information at tax time
- Interviewed potential new hires for multiple departments
- Trained US-based and International teams on aspects of payroll, tax, entity formation, accounting, and retirement
- Led team on Voice and Tone
- Trained new hires in the Member Relations department
- Participated in planning events for the larger Member Services department
- Reviewed, collaborated on, and prepared individual and business income tax returns
Tax Advisory Supervisor / Senior Tax Advisor
1-800-Accountant
06.2020 - 02.2022
- Prepared and reviewed forms 1120-S,990,1065,1040
- Maintained and serviced hundreds of clients
- Via phone and e-mail, counseled clients on tax, bookkeeping, and other small business subjects as needed
- Midway through my time at the company, shifted to servicing only VIP clients
- Trained Senior Tax Advisors on voice and tone as well as acting as a resource for complex or unusual tax topics
Staff Accountant - Tax
Renewable Energy Group
03.2018 - 01.2020
- Utilized Avalara, CCH, T-R Checkpoint, Boomberg, J.D
- Edwards software for tax research and preparation
- Prepared monthly fuel excise tax returns for multiple states
- Collaborated across multiple teams to ensure accurate and timely filings
Accountant
Central Iowa Bookkeeping
08.2016 - 03.2018
- Did end-to-end GL accounting for agricultural, retail, and construction clients
- Reviewed staff-prepared bookkeeping
- Designed financial statements in Accounting CS for firm use
- Prepared payroll and filed payroll reports
- Provided remote client support
- Utilized Sage100c, Accounting CS, Quickbooks Desktop
Master Tax Advisor
H&R Block Tax Svc
12.2009 - 08.2016
- Went from entry level to Master Tax Advisor in my first year (2009)
- Serviced hundreds of clients
- Helped clients with notice resolution, business and personal tax preparation (form1040), audit support, and bookkeeping
- Maintained customer satisfaction scores of85-90% and achieved excellent yearly client retention
Education
Master of Arts - Accounting
St. Mary's University of Minnesota
Winona, MN06.2017
Bachelor of Arts - Accounting, Finance And Banking
Buena Vista University
Storm Lake, IA06.2008
Skills
- Communication and Relationship Building
- Business and Individual Tax
- Entity Registration and Maintenance
- Client and employee education
Certification
Enrolled Agent
Timeline
Sr. Member Relationship Manager
Collective Hub, Inc.
01.2022 - 08.2024
President
Spitzli Professional Services, LLC
05.2021 - Current
Tax Advisory Supervisor / Senior Tax Advisor
1-800-Accountant
06.2020 - 02.2022
Staff Accountant - Tax
Renewable Energy Group
03.2018 - 01.2020
Accountant
Central Iowa Bookkeeping
08.2016 - 03.2018
Master Tax Advisor
H&R Block Tax Svc
12.2009 - 08.2016
Bachelor of Arts - Accounting, Finance And Banking
Buena Vista University
Master of Arts - Accounting
St. Mary's University of Minnesota
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