Need an EXPERIENCED CERTIFIED PUBLIC ACCOUNTANT and LAWYER for the long haul?
Meet -----------, a CPA – Lawyer, a professional who possesses a unique skill set that combines legal knowledge and expertise in accounting, business, and finance.
Here’s what I can offer:
LEGAL RESEARCH and LEGAL WRITING
- Excellent research skills on various legal topics, reviewing legal documents, and summarizing in clear, concise reports;
- Researching and analyzing statutes, regulations, legal articles, judicial decisions, and other legal sources to assist in trial preparation, drafting legal documents, or advising clients;
- Track and monitor legislative and regulatory developments and maintain databases and systems for managing legal research materials.
CONTRACT DRAFTING and CONTRACT REVIEW
- Strong understanding of legal terminology and ability to interpret complex legal documents;
- Review, analyze, and manage contracts and related documents to ensure compliance with the organization’s policies and legal regulations ;
- Analyze contractual terms and conditions, identify potential risks, and propose mitigation strategies;
- Assist in resolving any contract-related issues or disputes and maintain an organized database of all contracts and related documents;
- Negotiate contract terms with external parties and participate in contract drafting.
TAX LAWS
- Prepare and review tax returns for individuals or businesses and ensure eligible deductions are applied, compute taxes owed, and guarantee compliance with applicable tax laws;
- Track tax filing obligations, perform financial data analysis, support IT enabled reporting and handle electronic filing of tax returns;
- Review tax assessments and advances, advise clients on payments and prepare and review year-end tax provisions;
- Search for and identify ways that tax burdens can be reduced through qualified credits, itemized deductions, or claimed operational expenses;
- Assist, in the event of an audit, proceedings, or suits, filed by the IRS or a state/local tax collection agency;
- Advise on the legal, business, and tax implications of different business decisions, such as incorporation, new partnerships, mergers, or acquisitions;
- Assist with the proper reporting on distributed funds as the result of profit distributions, capital gains and losses, and retirement distributions;
- Ensuring business operations and procedures comply with statutory regulations and policies;
- Provide support through studying and documenting client’s existing processes and procedures and checking compliance with governing laws on taxation;
- Provides support through preparation of reports with the client’s work program;· Deal with relevant government agencies and offices, as necessary.
MERGERS and ACQUISITIONS (M&A)
- Conduct due diligence:
For a BUYER: Assist the Buyer to identify potential risks and liabilities associated with target company which includes legal, financial, and operational risk.
For a SELLER: Assist the seller to uncover any potential issues, such as legal liabilities, compliance violations, or financial irregularities, that could reduce the value of their company or jeopardize the deal.
Other Services:
- Financial Audit
- Fraud Audit
- Creating periodic reports such as balance sheet, profit and loss statement, income statements, and statement of cash flows
- Payroll preparation and review
