Sherrie Weldon, EA
Reno,NV
Summary
Accomplished tax law specialist and tax return professional with extensive knowledge and expertise of individual, business, trust and estate, and international taxation. Proven track record in federal and state tax returns, and complex tax law research. Renowned for exceptional problem-solving abilities and clear communication, adept at workload management and mentoring staff to achieve excellence. Strong numeracy skills and keen attention to detail. Proficient use of accounting and tax software.
Overview
15
15
years of professional experience
Work History
Tax Law Consultant & Specialty Return Preparer
Weldon Tax Consulting & Services, LLC
10.2009 - Current
- Provide state and federal tax preparation for individuals, businesses, trust, and estates
- Furnish tax law research services
- Evaluate client needs and expectations, establishing clear goals for each consulting engagement
- Analyze and implement tax department processes, and develop efficiency strategies
- Provide staff mentorship and training
- Offer representation services
Tax Accountant
Financial Planning & Information Services, Inc
01.2012 - Current
- Examine accounts and records, and compute tax returns with no supervision according to prescribed laws and regulations
- Manage multiple tax projects simultaneously, ensuring deadlines are met and clients are satisfied
- Conduct thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits
- Provide clients with tax planning strategies in accordance with their individual goals
- Support the team as the point person for complex and technical tax related situations year round
Tax Research Specialist
National Association Of Tax Professionals
03.2009 - 08.2021
- Researched problematic and complex federal tax-related issues for tax professionals and provided customized solutions based on authoritative sources
- Analyzed and communicated, clearly and succinctly, complex concepts regarding application of tax law, both in writing and verbally
- Applied technical expertise to write articles for professional trade publications, and to develop textbooks for CPE credit
Education
Associates Degree, Emphasis On Business -
University of Wisconsin
Appleton, WI05.2012
Skills
- Tax Law Expertise
- Federal and state tax returns
- Tax preparation for Individuals, businesses, trusts, and estates
- International Tax Experience (including Forms 1116, 2555, 8938, FBAR, and Totalization Agreements)
- Verbal and written communication
- Communicate complex concepts clearly and simply
- Tax Consulting Services
- Research and documentation
- Problem solving
- Entrepreneurial minded
- Professional and composed under pressure
- Attention to detail
- Quick study
- Workload Management
Timeline
Tax Accountant
Financial Planning & Information Services, Inc
01.2012 - Current
Tax Law Consultant & Specialty Return Preparer
Weldon Tax Consulting & Services, LLC
10.2009 - Current
Tax Research Specialist
National Association Of Tax Professionals
03.2009 - 08.2021
Associates Degree, Emphasis On Business -
University of Wisconsin
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