ANGELO BELLONE
ANGELO BELLONE CPA
New River
1
Certification
36
years of professional experience
CPA with deep experience in tax preparation, audit support, and financial statement reporting. Known for resolving complex tax issues, improving compliance, and maintaining accurate GAAP-based records for individual and business clients. Strong knowledge of payroll compliance and Obama Care reporting. Representing clients under IRS investigation of liabilities of over $200 million
Work History
Certified Public Accountant
23 Years 11 Months- Advised clients on accounting treatment, compliance requirements, and tax planning strategies
- Managed financial statement compilation, analysis, and reconciliation for accurate reporting
- Supervised month-end close processes, journal entries, and general ledger maintenance
- Directed tax return preparation and review for individual and business clients
- Evaluated internal controls and recommended process improvements to strengthen accuracy
- Prepared sales tax, payroll tax, and estimated tax filings in compliance with regulations
- Coordinated client communication to resolve audit inquiries, notices, and documentation requests
- Utilized accounting software to streamline bookkeeping, reporting, and document organization
- Set up accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
- Advised clients on tax planning strategies, helping them minimize liabilities while adhering to tax laws and regulations.
- Followed all GAAP standards and complied with regulations when setting up accounts, ledgers and reporting systems.
- Ensured timely completion of monthly and annual financial statements, maintaining strict adherence to regulatory requirements.
- Implemented training program for client staff to oversee accounting and bookkeeping systems.
- Compiled and reviewed data and delivered reports of financial statuses.
TAX MANAGER
6 Years 11 Months- Advised clients on tax planning strategies to reduce liabilities and improve filing outcomes.
- Reviewed complex returns for accuracy, consistency, and adherence to current tax law.
- Managed tax calendars, extensions, and filing deadlines to maintain compliance standards.
- Directed corporate, partnership, and individual tax compliance across multiple client portfolios.
- Supervised preparation of federal, state, and local tax workpapers and supporting documentation.
- Coordinated audit responses and resolved tax notices with taxing authorities efficiently.
- Mentored staff on return preparation, research methods, and technical tax issues.
- Evaluated evolving tax regulations and updated internal procedures to strengthen filing accuracy.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
- Researched and analyzed tax developments and applications to specific business situations.
- Developed strong client relationships by consistently delivering high-quality service and prompt communication.
Internal Revenue Agent
6 Years 2 Months- Examined complex tax returns to identify discrepancies and enforce compliance with Internal Revenue Code.
- Interpreted tax laws, regulations, and rulings to support accurate case determinations.
- Conducted interviews and gathered financial records to verify reported income, deductions, and credits.
- Prepared detailed examination reports and documented audit findings for enforcement action.
- Negotiated issue resolutions with taxpayers and representatives to close cases efficiently.
- Evaluated business records, ledger accounts, and supporting schedules to substantiate tax positions.
- Advised junior agents on examination techniques, case development, and technical tax research.
- Resolved complex compliance issues by coordinating with specialists, appeals staff, and other enforcement personnel.
- Reduced errors in filed returns through meticulous review and verification of taxpayer information against IRS records.
- Built strong relationships with taxpayers through professional communication and timely responses to inquiries.
- Negotiated payment plans with taxpayers, facilitating the resolution of outstanding liabilities in a timely manner.
- Collaborated with a team of agents to investigate cases of suspected tax fraud, leading to successful resolution.
- Identified potential areas of non-compliance by analyzing financial statements and related documents.
- Assisted taxpayers with understanding complex tax laws, providing clear explanations and guidance.
Education
Bachelor of Science - Finance
Skills
Tax preparation
Financial statement preparation
Tax advising
Cost accounting
Fraud investigation
Payroll compliance
Bank reconciliation
Bank reconciliation
Payroll processing
Bookkeeping expertise
Quickbooks mastery
Fixed asset management
Risk assessment
Ethics compliance
Tax compliance
Inventory counting
Certified tax advisor
Certification
- CPA - Certified Public Accountant
Timeline
Certified Public Accountant
ANGELO BELLONE CPA
12.2002 - CurrentRead More
TAX MANAGER
KENNEDY & EHRLER CPAS
01.1996 - 12.2002Read More
Internal Revenue Agent
Internal Revenue Service, IRS
10.1990 - 12.1996Read More
WRIGHT STATE UNIVERSITY
Bachelor of Science from Finance
Read More