Robert Lewis
RJ Lewis and Company
Livermore,CO
1
Certification
43
years of professional experience
Proven Chief Financial Officer with expertise in financial reporting, risk management, and strategic planning. Successfully implemented cost reduction initiatives and streamlined financial processes, enhancing profitability and operational efficiency.
Work History
Chief Financial Officer
9 Years 7 Months- Developed financial strategies to enhance profitability and sustain growth.
- Oversaw budgeting processes ensuring alignment with organizational goals.
- Led cross-functional teams to implement cost reduction initiatives across departments.
- Streamlined financial reporting systems to improve accuracy and efficiency.
- Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Prepared accurate financial statements at end of the month to summarize financial health and business performance.
Full Service Enrolled Agent Tax Preparer
42 Years 6 Months- Prepared and filed individual and business tax returns including 1040, 1120S, 1065, ensuring compliance with IRS regulations.
- Conducted comprehensive tax consultations, identifying opportunities for client savings and strategic planning especially in the analysis of ROTH IRA, inherited IRA distributions.
- Represented clients before the IRS during audits, providing expert guidance and support throughout the process.
- Analyzed complex financial situations to deliver tailored tax solutions that align with client goals and objectives.
- Collaborated with cross-functional teams to address client inquiries, ensuring timely resolution and high satisfaction levels.
- Built strong client relationships through clear communication and understanding of individual financial situations.
- Managed a diverse portfolio of individual and business clients across various industries, tailoring services accordingly.
- Conducted comprehensive reviews of prior-year returns to identify potential errors or missed opportunities for additional deductions.
- Exceeded client expectations through meticulous attention to detail in all aspects of tax preparation work.
- Streamlined tax preparation processes by utilizing advanced software tools, improving efficiency and reducing errors.
- Enhanced client trust by maintaining strict confidentiality with sensitive financial information.
- Resolved a variety of IRS issues for clients, including liens, levies, penalties, and un-filed returns.
- Developed customized tax plans for businesses, optimizing deductions and minimizing liability.
- Collaborated with fellow Enrolled Agents to develop best practices for tax planning and preparation services.
Full Service Tax Preparation
1 Year 5 Months- Excellent communication skills, both verbal and written.
- Organized and detail-oriented with a strong work ethic.
- Prepared in office (client present), 150+ Individual Tax Returns
Education
Bachelor of Science - Accounting, Taxation, And Political Science
Skills
Monthly financial reporting
Mergers and acquisitions experience
Insurance risk management
Working capital management
Cash flow management
Operational decision making
Accounting principles understanding
Accomplishments
- Achieved Financial Reporting by introducing Quickbooks for financial reporting, payroll, payroll tax, and sales tax reporting.
Certification
Enrolled Agent
CPA - Inactive License, completing recertification.
Timeline
Full Service Tax Preparation
Intuit TurboTax
12.2024 - 05.2026Read More
Chief Financial Officer
Denver Rug Company
01.2017 - CurrentRead More
Full Service Enrolled Agent Tax Preparer
RJ Lewis and Company
02.1984 - CurrentRead More
University of Colorado
Bachelor of Science from Accounting, Taxation, And Political Science
Read More