Wesley M.
Leitchfield, KY
100%
Job Success
Top Rated Plus
CPA with QuickBooks, Sage 50 and Tax Preparation Experience
$60.00/hr
I’m a CPA who enjoys helping clients solve their financial problems one debit and credit at a time. I enjoy working with small to medium sized businesses to help establish their accounting needs, catch up and/or clean up their books, provide bookkeeping and provide oversight and assistance with their monthly, quarterly or annual close.
I am confident that my experience in public accounting has provided me with a solid accounting and tax background necessary to help you successfully complete your job or project.
Throughout my career I’ve had the opportunity to work with QuickBooks Online and Desktop, NetSuite, Sage 50 (Peachtree), Xero and FreshBooks as well as various fixed asset software programs.
Throughout my career I have always prepared individual tax returns regardless of my role. I’ve worked with various clients, including high net worth individuals, who had a Schedule C, E and/or F, investments and K-1’s from other entities.
I have worked mostly with small to medium sized closely held businesses. I’m experienced in preparing partnership and corporate tax returns (including LLCs electing to be taxed as such).
I have a knack for working with numbers and enjoy working through the puzzle. I am detail oriented and have strong analytical and problem-solving skills.
Public accounting has taught me how to quickly adapt and learn the needs of a client. I am also efficient in learning new processes and software, most times with minimal or no guidance.
I have had the opportunity to work as a tax accountant, auditor and consultant, with each role providing different experiences that I can draw from and use to help add value to your project.
Any job or project will be worked on solely by me and will not be delegated or outsourced to anyone else.
I appreciate your time and interest and look forwarding to working with you soon.
Best Regards,
Wesley
Work history
Seasonal Tax Manager
Aug 2, 2021
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Jul 5, 2023
Private earnings
Individual Tax Preparation
Apr 14, 2022
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Sep 13, 2022
Private earnings
LLC and W2 Taxes
Mar 7, 2022
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Mar 31, 2022
"Wesley was awesome to work with. I recommend and will likely work with him again!"
Private earnings
Corporate Tax Preparation
Feb 15, 2021
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Feb 3, 2022
No feedback given
Private earnings
Tax Preparation for Partnership (2019)
May 14, 2020
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Jan 5, 2022
No feedback given
Private earnings
Tax Help - File 2020 Return personal and biz - Work with IRS to resolve filing issue
Mar 19, 2021
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Jan 5, 2022
No feedback given
Private earnings
LLC Tax Preparation For Startup
Feb 15, 2021
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Oct 5, 2021
No feedback given
Private earnings
Accountant/Bookkeeper
Mar 12, 2021
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Jul 18, 2021
"Very knowledgeable and helpful. Would not hesitate to hire in the future!"
Private earnings
Accounting, bookkeeping, payroll, tax compliance consultation for Kentucky expansion
May 7, 2021
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Jun 14, 2021
Private earnings
2020 Tax Review
May 18, 2021
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Jun 14, 2021
Private earnings
2023 Tax Preparation
Mar 27, 2024
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Present
Job in progress
Private earnings
2023 Tax Prep/Filings
Mar 22, 2024
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Present
Job in progress
Private earnings
2023 Tax Meeting
Dec 8, 2023
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Present
Job in progress
Private earnings
Accounting Organization and Assistance
May 29, 2023
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Present
Job in progress
Private earnings
2022 Tax Preparation
Apr 17, 2023
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Present
Job in progress
Private earnings
Tax Filing with a house hack
Mar 27, 2023
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Present
Job in progress
Private earnings
Bookkeeper/Consultant- We use Sage.
Oct 31, 2022
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Present
Job in progress
Private earnings
Quickbooks Small business start-up
Aug 11, 2022
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Present
Job in progress
Private earnings
Sage 50 Accounting Support and Training
Jul 26, 2022
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Present
Job in progress
Private earnings
Mortgage insurance + rental income questions
Jun 29, 2022
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Present
Job in progress
Private earnings
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Skills
- Oracle NetSuite
- Accounts Payable
- Month-End Close Assistance
- Chart of Accounts