Expert Details
E-Commerce, Retail & Consumer Products Industries: Tax, Tax Resolution, Accounting, Finance and Compliance Advisory
ID: 739930
Wyoming, USA
As a subject matter expert in e-commerce accounting, Expert has executed numerous projects with clients, some of which included:
• Optimizing a multi-channel e-commerce client’s books in 5 business days by adding Shopify specific clearing accounts to track changes in customer receivables resulting in gross revenue of over $15,000 a month and $3,500 net profit.
• Guiding a $50M pet food manufacturer on ASC 606 implementation as a 3rd party seller via Walmart Fulfillment Services, introducing new cost of goods metrics, and providing a software solution to integrate platform fees with NetSuite resulting in decreased manual accounting entries by over 80%.
• Serving as a subject matter expert regarding economic nexus and sales tax reporting thresholds for pre-revenue and scaling e-commerce sellers resulting in over $10,000 in future business compliance and legal cost savings.
• Directing due diligence efforts using a proprietary methodology on potential e-commerce acquisitions valued at over $100,000 covering compliance, tax, internal controls and financial reporting.
• Pioneering new intercompany lending program for loan repayments to conserve company cash flow leading to $5,000 in interest cost savings and $10,000 in additional receivables income.
• Utilizing targeted pay-per-click advertising to skyrocket companywide revenue via Amazon.com, Shopify, Facebook Marketplace and Walmart over 20-fold to $125,000 in gross sales covering the medical, arts and crafts and beauty care niches generating over $225,000 in lifetime sales.
Computer Software: NetSuite, CCH Access Tax, ProSystem fx, Taxx Savage, Sage Intacct, MS Dynamics 365, MS Office Suite, Intuit ProConnect, DayZero, Drake Tax
Certifications: A2X Certified, Certified ConnectBooks Partner
Licenses & Credentials: Enrolled Agent Card
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2015 | Degree: BS | Subject: Accounting | Institution: Towson University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2023 to Present | Employer: Undisclosed | Title: Principal Tax Advisor | Department: |
Responsibilities:● Consulted with several small business clients on complex S-Corporation entity questions surrounding stock basis, valuation, tax nexus, and share issuance, resulting in thousands of dollars in client tax savings.● Guided fiduciaries and probate representatives on managing complex estate tax and trust tax issues to include Schedule B and K-1 reconciliation for 1041 filings preventing multi-thousand-dollar under-reporting penalties and accurate beneficiary tax treatment. ● Presented multiple tax webinars covering S- vs. C-Corporation entity selection and captive insurance (IRC §831b), including disclosure form 8886 resulting in attendees gaining actionable tax planning knowledge, helping multiple clients avoid costly disclosure penalties and disallowed elections. ● Advised taxpayers under IRS audit examination on resolution options, including CNC, PPIAs, and streamlined installment agreements, which enabled clients to reduce or delay payments legally, while avoiding further aggressive enforcement actions. |
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| Years | Employer | Title | Department |
| Years: 2025 to Present | Employer: Undisclosed | Title: Independent CPE Instructor & Tax Educator | Department: |
Responsibilities:Develop and deliver original NASBA-compliant CPE/CE courses for CPAs, EAs, & Attorneys. All course content is independently created, owned, and licensed on a non-exclusive basis to CPE providers.Webinars delivered (and own all the IP in perpetuity) include: ● Captive Insurance: 831(b), 831(a) and Tax Court Updates ● Professional Liability Protection in CPA and EA Firms: Malpractice Strategies with Errors & Omissions (E&O) Policies ● C Corp v/s S Corp Tax Strategies for Client Decisions ● Tax Strategies for High Net Worth & Ultra High Net Worth Individuals |
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| Years | Employer | Title | Department |
| Years: 2023 to 2024 | Employer: Freelance | Title: Freelance eCommerce Accounting Consultant | Department: |
Responsibilities:Guided a $50M pet food manufacturer on ASC 606 implementation as a 3rd party seller via Walmart Fulfillment Services, introducing new cost of goods metrics, and providing a software solution to integrate platform fees with NetSuite resulting in decreased manual accounting entries by over 80%.● Optimized a multi-channel e-commerce client’s books in 5 business days by adding Shopify specific clearing accounts to track changes in customer receivables resulting in gross revenue of over $15,000 a month and $3,500 net profit. ● Served as a subject matter expert regarding economic nexus and sales tax reporting thresholds for pre-revenue and scaling e-commerce sellers resulting in over $10,000 in future business compliance and legal cost savings. ● Created a framework for a B2B SaaS marketing consultant on cash collection processes for enterprise level brick & mortar retail covering all steps in revenue collection using point of sale systems from transaction logging and audit trails to cash vaulting and ASC 606 reporting in ERP software. |
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| Years | Employer | Title | Department |
| Years: 2017 to 2022 | Employer: Masscoolin, LLC | Title: Founder & Managing Member | Department: |
Responsibilities:● Directed due diligence efforts using a proprietary methodology on potential e-commerce acquisitions valued at over $100,000 covering compliance, tax, internal controls and financial reporting.● Pioneered new intercompany lending program for loan repayments to conserve company cash flow leading to $5,000 in interest cost savings and $10,000 in additional receivables income. ● Utilized targeted pay per click advertising to skyrocket companywide revenue via Amazon.com, Shopify, Facebook Marketplace and Walmart over 20-fold to $125,000 in gross sales covering the medical, arts and crafts and beauty care niches generating over $225,000 in lifetime sales. |
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| Years | Employer | Title | Department |
| Years: 2020 to 2022 | Employer: ManTech International Corporation | Title: Senior Accountant | Department: |
Responsibilities:● Tested new fraud risk assessment methodology concerning compliance with various financial legislation concerning internal controls guidelines for the Managers Internal Control Program resulting in the fewest material misstatements across all agency component units.● Produced quarterly financial statements involving over $10M of reconciled transactions each quarter, facilitating accurate financial reporting in accordance with ASC 606. ● Reconciled separately over $300,000 in accounts receivable transactions for quarterly financial statement elimination entries with reportable applicable disclosures, ensuring accurate reporting of monthly A/R aging reports. |
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| Years | Employer | Title | Department |
| Years: 2019 to 2020 | Employer: ManTech International Corporation | Title: Staff Auditor | Department: |
Responsibilities:● Created complimentary user entity control report in accordance with SSAE 18, and SOX 404 documenting gaps in control testing concerning information assurance, root cause analysis, transaction reports and risk management systems leading to improved operations compliance.● Crafted a new standard operating procedures guide on travel for client personnel sponsored by 3rd parties ensuring compliance with client ethics guidelines. ● Drafted 3 footnotes concerning related party transactions in accordance with government accounting standards, thereby preventing the client from violating conflicts of interest statutes. |
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Additional Experience
| Expert Witness Experience |
|---|
| Tax Fraud and Tax Firm Malpractice Expert Witness. Provides expert witness services around the following issues: • Tax resolution cases • CPA/EA malpractice with bookkeeping & tax planning • Tax fraud • Tax issues in divorce proceedings • Business contract disputes |
Career Accomplishments
| Associations / Societies |
|---|
| • National Association of Enrolled Agents, since 2024 • American Society of Tax Problem Solvers, since 2025 |
| Licenses / Certifications |
|---|
| • Software: NetSuite, CCH Access Tax, ProSystem fx, Taxx Savage, Sage Intacct, MS Dynamics 365, MS Office Suite, Intuit ProConnect, DayZero, Drake Tax • Certifications: A2X Certified, Certified ConnectBooks Partner • Licenses & Credentials: Enrolled Agent Card |
| Publications and Patents Summary |
|---|
| Publication list upon request. |
Fields of Expertise
ecommerce, accounting policy, generally accepted accounting principles, accounting fraud, accounting ethics, accounting software, forensic accounting, aviation finance, insurance finance, contracts, e-commerce accounting, e-commerce finance, revenue recognition, financial reporting, sales tax compliance, sales tax, income tax, federal tax lien, capital gains tax, corporate tax, corporate tax planning, state tax lien, tax planning, taxation, tax fraud, tax compliance, tax dispute