Valerie Whittington

• Delivered technical support to staff preparing tax forms and filing returns.
• Identified discrepancies in taxation outcomes and actual results.
• Researched complex tax issues, proposing solutions and documenting findings.
• Collaborated with team members to achieve timely project completion.
• Pinpointed potential tax-saving opportunities for clients.
• Mentored junior staff on standards for tax preparation processes.
• Reviewed tax returns for individuals and businesses to ensure compliance.

• Prepared multi-state returns for high-net-worth individuals, partnerships, and trusts, ensuring accurate legal documentation.
• Conducted research on intricate tax issues affecting partners and clients.

Maintained up-to-date knowledge of tax laws through ongoing professional education.

• Communicated complex tax concepts clearly to clients for informed decision-making.
• Reviewed financial statements for accuracy and identified tax implications.
• Managed client records efficiently using accounting software and spreadsheets.
• Advised on tax planning strategies and deductions to optimize financial outcomes.

• Prepared multi-state high net worth individual, partnership and simple and complex trust returns, including review of legal documents required to correctly identify issues and tax relevant information.
• Preformed research of complex technical tax issues for partners and clients.
• Gained additional experience working with high-net worth individuals with average adjusted gross income in excess of $1million and their related entities and trusts.

• Prepared multi-state high net worth individual, partnership and simple and complex trust returns, including review of legal documents required to correctly identify issues and tax relevant information.
• Communicated with internal personnel to complete effective income tax planning and advise clients regarding record keeping and other requirements, including assistance with accounting software issues.
• Preformed research of complex technical tax issues for partners and clients.
• Gained experience working with high-net worth individuals with average adjusted gross income in excess of $1million and their related entities and trusts.

• Prepared multi-state individual (including high-net worth) and partnership returns, including review of legal documents required to correctly identify issues and tax relevant information.
• Communicated with clients to complete effective income tax planning and advise regarding record keeping and other requirements, including assistance with accounting software issues.
• Preformed research of complex technical tax issues for partners and clients.

• Prepared complex federal and multi-state returns for over 40 entities including partnerships and corporations while managing all estimated tax payments, extensions, provisions, property, franchise/use tax returns, and other county, state and local filing requirements including reparation of required legal entity organizing documents in various states.
• Primary liaison with independent CPAs regarding all organizational tax compliance issues and the completion of special tax research projects relative to an assortment of real estate and other transactions.
• Closely involved in the structuring and tax implication determination of highly complex real estate transactions including but not limited to acquisitions of real estate property and partnership interest, sales and exchanges, including tax-free exchanges (structuring complex IRC 1031 exchanges for privately held real estate partnerships).
• Prepared GL account reconciliation and reviewed general ledger and trial balances for required period ending journal entries.

• Company Overview: (former partner of Thomas Havey, LLP)
• Prepared multi-state individual, corporate and partnership, payroll and property tax returns, including the review of legal documents required to correctly prepare trust and estate tax returns.
• Communicated with clients to complete effective income tax planning, address inquiries and resolve complex tax and collection issues using exceptional research skills.
• Preparation of full disclosure reviewed financial statements with required documentation.
• (former partner of Thomas Havey, LLP)

• Prepared and reviewed multi-state individual, corporate and partnership tax returns including complex tax research projects.
• Gained experience from a variety of client assignments, including those in manufacturing, service and nonprofit industries.
• Supervised as many as 2 bookkeepers and interns during the completion of financial statement compilation and tax return preparation assignments.
• Maintained excellent client relationships, securing trust and confidence by providing complete, accurate and timely financial services.

• Completed audits of individual and corporate income tax returns to determine the correct tax liability.
• Coordinated efforts with the collection department for the prompt assessment and collection of any additional tax liability determined via audit proceedings.
• Researched and communicated via written reports and memorandums various tax laws, regulations and procedures.