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276 results for Personal Tax Planning in New York, NY
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TIEN WANG, CPA
Providing services: Accounting, Bookkeeping, Financial Accounting, Tax Preparation, Personal Tax Planning
New York, NY
Summary: Prepare financial statements for Executive Director, Board, Management team and external organizations. Work with Management team to develop an annual budget and monitor on an ongoing basis. Supervise bookkeepers and accounting staffs for Finance Department. Develop and monitor internal controls for risk management and fraud control. Responsible for preparing monthly journal entries, expense variance analysis and cash flow reports. Interact with independent Accountants in preparation for annual audits. Oversee financial activities of affiliates organizations. Prepare bi-weekly payroll. Maintain accounting system, files and records. Specialties: Specialize in Non-for-Profit Industry, Including Housing development, Property Manangment, Social service for HIV and related service.
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Christopher (Chip) Game
Providing services: Accounting, Financial Reporting, Financial Consulting, Business Consulting, Change Management, Leadership Development, Personal Tax Planning
New York, NY
Summary: Results-oriented C-Suite Executive (CFO | COO) MBA with international finance experience and a track record of accomplishments with established, turnaround, and early stage startup businesses. Solid strategic planning and operational management skills. Successful change agent and innovative thinker with proven ability to design and implement cutting-edge technology solutions to meet complex business challenges. Established history of increasing enterprise value and successful private equity exits yielding significant ROI for investors. Key Competencies: Private Equity (5 Exit Transactions) Strategic Planning / Negotiations Financial Reporting & Analysis Mergers & Acquisitions Exits & Divestitures Team Building & Leadership Internal Controls / SOX US GAAP Business Process Re-Engineering Profit Maximization / Cost Reduction Change Management ERP Systems Implementation Lean Manufacturing Treasury & Cash Management Cost Accounting Turnarounds / Optimizations Budgeting / Forecasting / KPI's Debit / Equity Financing Banking / Lender / Audit Relations Human Capital Management
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Masataka Yoshino
Providing services: Financial Advisory, Financial Accounting, Financial Analysis, Financial Reporting, Financial Planning, Budgeting, Tax Advisory, Accounting, Bookkeeping, Personal Tax Planning
New York, NY
Summary: I am a Managing Director of Univis America LLC ("Univis") and a Japanese CPA with deep knowledge in JGAAP/IFRS/USGAAP. Univis provides accounting, tax, and advisory services for clients which are doing business mainly in USA. Instead of hiring full-time employees, reduce your cost structure and better focus your internal resources by engaging the Univis team. Before starting this position, I worked at the financial service department in KPMG Tokyo and Dublin for 10 years and provided audit and accounting advisory services to financial institution.
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Jaison Joseph
Providing services: Financial Advisory, Accounting, Personal Tax Planning, Tax Preparation, Budgeting, Financial Planning, Retirement Planning
New York, NY
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Mohammad Kazmi
Providing services: Accounting, Financial Accounting, Tax Preparation, Small Business Tax, Personal Tax Planning
Queens County, NY
Summary: Highly-motivated individual with extensive customer service experience. Recognized as a quick learner with the unique ability to manage multiple task. Adaptable to any situation with the ability to work independently. Recognized as a team player who can provide operational and administrative leadership with the ability to work cooperatively within diverse teams and workgroups across the organization to achieve team and organizational goals.
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Michael Ritter
Providing services: Financial Planning, Retirement Planning, Life Insurance, Financial Advisory, Personal Tax Planning
New York, NY
Summary: Graduating from Columbia University with majors in American Studies and Psychology, I stepped directly into the role of Financial Planner at Prudential Financial, harnessing my Series 7 and insurance licenses to deliver strategic financial advice. My core competencies include developing comprehensive financial plans, providing guidance on tax strategies for retirement, overseeing and evaluating cash flow activities, and studying market indicators to enhance portfolio outcomes. At Prudential, our team collaborates to provide holistic financial solutions, leveraging my skills in investment research and financial modeling. We empower clients to enhance their financial security through tailored advice on annuities and life insurance. My dedication to advancing clients' financial well-being is reflected in the innovative strategies and dedicated service I offer, aligning with our company's culture of trust and integrity. During my time at Columbia, I excelled as a member of the rowing team, balancing a rigorous schedule to meet daily goals, deadlines, and achieve significant results. Competing in and winning D1 championships, I demonstrated discipline, teamwork, and determination—qualities that I bring to my professional career.
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Orumé Hays
Providing services: Tax Preparation, Personal Tax Planning, Financial Accounting, Bookkeeping, Accounting, Small Business Tax, Financial Planning, Budgeting, Financial Analysis, Public Speaking
New York, NY
Summary: Orumé Hays, CPA, CGMA, established Hays CPA LLC to help small businesses, entrepreneurs, independent contractors, individuals, and startups, solve their accounting, finance, and tax needs. Named a 2023 Top 50 Women in Accounting by Practice Ignition 2022 25 Most Powerful Women in Accounting by AICPA & CPA Practice Advisor Orumé is an adjunct professor at the Lucille and Jay Chazanoff School of Business, College of Staten Island (CSI), City University of New York (CUNY) and a Graduate Careers Advisor - Hunter College, CUNY; An experienced Certified Public Accountant with over a decade of financial reporting and operational accounting services with proven successes in facilitating business growth. Expert in managing company wide operations. Skilled at cost reduction, team management, on-boarding human capital, and strategic partnership. Adept at implementing business internal controls and coordinating multiple business operations. Accomplished in developing and implementing efficient office and accounting best practices, policies and procedures. Strategic partner, big data finance analyst and trusted adviser. Specialties: Managerial Finance, Managerial Accounting, Financial Reporting and Analysis, General Ledger, Accounts Payable and Receivable, Cash Management, Budgeting and Forecasting, Time and Billing, US GAAP. Payroll, Month-End Close, Project Management, Certified QuickBooks ProAdviser, Preparation of individual federal and state tax returns, Small business tax returns. Data and Analytics Services. Tax Compliance and Tax Planning. Education. Chair, AICPA's Private Company Practice Section (PCPS) Executive Committee Vice President, New York State Society of CPAs (NYSSCPA) Past Board Member, Staten Island Chapter - NYSSCPA Past Chair, Small Firms Practice Management - NYSSCPA Judge, NYSSCPA Excellence in Financial Journalism Awards. A writer, public speaker, moderator, facilitator, instructor and a lifelong student. One day at a time … any post or activity that motivates a single person to become a CPA, or moves someone closer to achieving a personal goal, is personally rewarding.
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Shotaro Fukuda
Providing services: Accounting, Financial Accounting, Personal Tax Planning, Tax Preparation, Financial Advisory, Bookkeeping, Small Business Tax
New York, NY
Summary: President & CEO at NY based CPA Firm, SF Consulting Group. Perform accounting, taxes, payroll, and back office related services to domestic and international clients. Plus. I am a founder and owner of entertainment company, Yosemic, Inc. My mission is to create a artist community in greater city of New York to support artists or people who want to express themselves freely.
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Ciemone A. Sheppard
Providing services: Personal Tax Planning, Business Consulting, Financial Planning, Insurance, Life Insurance, Commercial Insurance, Financial Advisory, Financial Consulting
New York, NY
Summary: Licensed Insurance Broker & Financial Professional
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George Dimov, CPA
Providing services: Tax Preparation, Accounting, Personal Tax Planning, Financial Accounting, Bookkeeping, Small Business Tax, Financial Advisory
New York, NY
Summary: Contact us for any tax preparation, bookkeeping, corporate audit, or payroll requirements at (833) 829-1120 or at hello@dimovtax.com - Certified Public Accountant with IRS e-file - Expert in multi-state taxation - 12+ years accounting experience - 5 star verified reviews on Thumbtack, Yelp, Google, and Facebook - No tax situation too difficult - Hedge Fund/IB/M&A accounting & modeling - Insured (policy # UDC-179-0812-EO-16) We will assist with any and all corporate and individual accounting matters including, but not limited to: 1040, 1065, 1120, 1120-S, state and local taxes, franchise taxes, business valuations, M&A advisory, strategic guidance The ongoing services we provide include but are not limited to: bookkeeping, payroll compliance, HR outsourcing, back office outsourcing, benefits administration, etc.