Jerry Coatney
LAWRENCE,KS
Summary
Seasoned Tax Processional with more than 10 years' success in helping companies navigate income tax, financial reporting and remittance regulations. Expert in income and sales tax laws, corporate accounting and organizational procedures affecting income and sales taxes. Accomplished in mitigating tax-related penalties through robust standards for records and documentation.
Enrolled Agents License - 00107731
CAF No - 0311-82656
PTIN-01397278
Overview
4
4
years of professional experience
Work History
Tax Consultant
Stan Stark CPA
Olathe, Kansas
01.2020 - 04.2024
- Assured corporate income tax compliance to maintain accurate completion of corporate income tax returns.
- Provided advice on strategies to minimize taxes owed.
- Assisted taxpayers with resolving IRS disputes or audits.
- Submitted requests for extensions when necessary.
- Analyzed financial records to determine the appropriate tax filing status.
- Participated in continuing education courses to stay abreast of new developments in taxation practices.
- Maintained up-to-date knowledge of changing tax laws and regulations.
- Prepared tax forms in accordance with federal, state and local regulations.
- Prepared accurate federal, state, and local tax returns for clients.
- Conducted thorough client interviews to gather necessary tax information.
- Produced US and state income, gift tax and estate tax returns for individuals.
Education
MBA -
Baker University
Baldwin City, KS12-2006
Skills
- Multi-state tax filing
- Corporate tax preparation
- Customer Service
- Tax advising
- Tax Return Preparation
- Individual returns preparation
- Tax Law Compliance
Timeline
Tax Consultant
Stan Stark CPA
01.2020 - 04.2024
MBA -
Baker University
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