Summary


Accountant bringing 15+ years of experience in client write up work, preparing tax returns for individuals, corporations, partnerships, estates and trusts, tax research, tax planning and consulting with clients to achieve desired goals.
Tax Returns : Preparation and review of federal and state income tax returns for individuals, small businesses, corporations, partnerships, trusts, estates, franchise tax and out of state returns with research and planning. Walk in Income tax interviews and preparation in clients presence
General Accounting : Client write-up work through preparation of financial statements for a wide variety of businesses. Implemented internal control procedures for clients. Performed A/P, A/R, G/L, all payroll functions and sales tax returns.
Partner/Accountant : Assisted in building accounting department of an IRS negotiation business resulting in additional clients. Compiled information from records of delinquent taxpayers for bookkeeping, income tax and IRS tax negotiation.
Joined spouse in India for a job assignment 2008 to 2009


Employment

2003 -  2008
Accountant

Client write-up work, financial statements and income tax preparation for 30 clients, all payroll functions and reports, sales and franchise tax returns. Walk-in tax client interviews and immediate income tax return preparation in clients presence for electronic filing during tax season. Prepared income tax returns with research, planning and consulting for all types of entities.

2000 -  2003
Accountant

Various temporary assignments in accounting, accounts receivable confirmation for pharmaceutical company, fixed asset schedule with depreciation calculation for a corporation and consolidated financial statements using excel for oil and gas company with 16 subsidiaries worldwide.

1994 -  1999

Education

Training

Church Volunteer : Accounting Department and Youth Stage Performances


Miscellaneous

Client write-up and income tax preparation for all types of entities. Researched and established a due date monitoring system for the office. Developed and implemented administrative structure and procedures for the office. Distributed work load to staff of 5 employees. Client contact, interviews, planning and consulting. Reported directly to Owner/CPA. Trained new staff on client accounts with responsibilities. Nonprofit audit and financial statements.
KANAK M. PATEL, CPA
180 BPW Club Road, M9, Carrboro, NC 27510
Partner/Accountant : Tax Reps, Inc, St Louis, MO
Setup office to start bookkeeping and income tax for an IRS negotiation business. Clientele base grew to over 100 resulting in additions to staff. Information compiling and research for delinquent taxpayers for negotiation with the IRS for reduction of income tax.
Controller/Accountant : Whittaker Construction, Inc, St Louis, MO
Started as Staff Accountant preparing payroll for 40 - 50 residential construction employees, recording of house closings via journal entry, accounts payable processing, job cost accounting for each job, bank reconciliations and general ledger journal entries for financials. Weekly cash flow report for Accounts Payable Promoted to Controller after 2 years and supervised the accounting department of 3 personnel and reported directly to owner. Contact with bankers on construction loans for residential developments. Prepared financial statements for internal use and bankers. Pension plan accounting and income tax return prepared.
Software
Microsoft Office : Excel and Word
Accounting Tax Software : Peachtree, QuickBooks Pro, Quicken, CPAS Software, Creative Solutions, Drake, CCH ProSystem fx, BNA Software