First Choice Accounting Inc.& 1031 Exchange, Inc.
Education & Membership(s)
Enrolled Agent Montana State University Billings, Online Billings, Montana
· Upper Division Accounting Classes – Intermediate Accounting I & II and Cost Accounting
Montana State University, Bozeman, Montana
· Graduate Classes In Environmental Engineering
Montana State University, Bozeman, Montana
· Bachelor Chemical Engineering
· Minor Chemistry
Work Experience
January 2011– Present: Livingston Montana Chamber Of Commerce - President
January 2008– Present: First Choice Accounting, LLC, Livingston Montana
· Enrolled Agent / Owner
As an Enrolled Agent I am authorized to practice before the IRS such as CPA’s and Attorneys. Responsibilities include, but are not limited to preparing and assembling individual, partnership, corporation, non-profit organization, estate and trust tax returns; prepare tax estimates for clients; perform complete payroll and bookkeeping for various business clients; QuickBooks consulting; tax preparation, advertising and full bookkeeping (A/P, A/R).
November 2007– Present: First Choice 1031 Exchange, Inc., Livingston Montana
· President / Owner
Responsible for overseeing that the corporation operates efficiently and within all IRS & state regulations. Responsibilities include, but are not limited to coordinating, preparing exchange documents and closing for exchange client from the sale of the relinquished property to the purchase of the replacement property; verify that all facets of the exchange fall within the rules and regulations of a valid 1031 Tax Deferred Exchange; monitoring and reconciling all money market accounts set up for clients; payroll for shareholders; corporation bookkeeping, A/P, A/R, web design/advertising/marketing and company tax preparation.
May 2002– October 2007: Qualified 1031 Exchange Intermediary, Inc., Montana
· Exchange Coordinator
Coordinate, prepare exchange documents and closing for exchange client from the sale of the relinquished property to the purchase of the replacement property. Make sure all funds have been deposited by myself or via a wire transfer into according accounts assigned to each client, reconcile exchange accounts monthly. Keep clients up dated as to upcoming deadlines in their exchange. Finalize all client files with copies and accounting of funds to clients and their accountants. Prepare 1099-INT forms at year-end for interest earned on funds for each client. In addition to making sure all exchanges are completed on time and within all IRS & state regulations I prepare all state and federal payroll forms quarterly and annually, pay monthly expenses, and reconcile monthly statements.
· Tax Accountant
Review clients tax information and prepare and advise on federal and state tax returns. Prepare basic personal tax returns, partnerships and corporations. Interpret profit and loss statements, balance sheets, A/R, A/P and any other accounting requirements.
January 2002– October 2006: Patricia Blume Properties, Livingston, Montana
· Vacation Rentals & Property Management
Associate in a Montana vacation rental and long-term rental company. Duties included all accounting, receipt and deposit of all funds received, credit card authorizations, writing of monthly property owner proceeds, monthly revenue reports to all property owners, organizing and paying all cleaning and other personal, web page design and maintenance, year-end reports, 1099- Misc. to property owners, state and federal authorities, yearly profit and loss, year-end forecast for the next year.
May 1999 – July 2001: ILX Lightwave, Corporation, Bozeman, Montana
· 1999-2000 Sales Associate
Analyze and create forecast to actual reports for sales department. Analyzing and reporting weekly, monthly, quarterly & yearly of domestic and international sales.
· 2000- 2001 Sales Engineer
Part of the International Sales Engineer team. Provided support for traveling international sales engineers. Customers represent by my team and I were those such as Corning & Lucent.
