Adam L. Benarroch, EA, MBA
Cellular --Summary:
I am an experienced staff/tax accountant who has worked for a number of CPA Firms and also formed my own
business. I am looking for contract work to help accounting firms with tax preparation, accounting work, and tax
resolution issues.
I am an IRS Enrolled Agent which allows me to represent taxpayers before all administrative levels examination,
collection, and appeals of the Internal Revenue Service.
My tax preparation experience includes 1040, 1041, 1065, 1120S, and 1065 including multi states and basis
calculations. Also, I have experience in Accounting (Monthly and Quarterly Write up Work), payroll tax
preparation and filings, and sales tax preparation and filings.
Represented several taxpayers in front of the IRS and various state agencies to resolve tax issues. Key
accomplishments include abating interest and penalties and installment agreements with persistent
communication.
Education & Certifications:
● Enrolled Agent #- Expiration Date 3/31/2024
● College of Lake County, Grayslake, IL, Professional Accountant Certificate, May 2011
● Roosevelt University, Schaumburg, IL Master of Business Administration May 2000
● Southern Illinois University, Carbondale, IL B.S., Speech Communication, December 1993
Memberships:
● National Association of Enrolled Agents (NAEA)
Technical Skills:
● Lacerte Tax Software
● Pro-Series Tax Software
● Ultra-Tax Software
● Pro-System FX Tax Software
● Drake Tax Software
● Checkpoint RIA Tax Research
● QuickBooks (Desktop & Online Versions)
● Quicken
● Accounting Creative Solutions (Thomson Reuters)
● CFS Tax Software, Inc.
● Pro-System Trial Balance Software
● Microsoft Office
● Microsoft Outlook
Business Owner, CLA Tax Services, Ltd.: 2016 to Present
● Formed in 2016 and 100% owned.
● Works as a contractor for various CPA Firms to assist with bookkeeping, tax preparation and tax notices.
● Prepared income tax returns for Corporations, Partnerships, and Individuals.
● Bookkeeping activities using Quickbooks Online and Desktop Versions.
● Responded to tax notices from the Internal Revenue Service and various State Agencies.
● Tax Resolution which includes setting up Installment Agreements for Taxpayers.
● Accounting and Tax Programs: Intuit Proconnect Tax Software, Quickbooks and CFS Tax Software.
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Accounting Experience:
Staff Accountant, Michael Friedland, Ltd.
●
Arlington Heights, IL
2019
Small CPA Firm consisting of 3 Partners (one Partner Semi Retired), 3 Staff Accountants, and 2
Administration Staff
Staff Accountant, Rosen and Cohen, LLC, Northbrook, IL
●
2019
Small CPA Firm consisting of 1 owner, 2 Staff Accountants, and 1 Accounting Clerk
Staff Accountant, Maller Peterson, LLC Libertyville, IL & Racine, WI
●
2020
Small CPA FIrm consisting of 2 owners (Husband and Wife)
Staff Accountant, Sorinsky and Associates, Inc.
●
2021-Present
Small CPA Firm consisting of Owner and Myself
Staff Accountant, Martin G. Brand, Ltd.
●
Buffalo Grove, IL
-
Small CPA Firm consisting of 3 Partners, 2 Staff Accountants, and 2 Administration Staff
Staff Accountant, Johnson, Harkness, and Park, Inc., North Aurora, IL-
● Small CPA Firm consisting of 3 Partners, 3 Staff Accountants, and 1 Administrative Staff Member
Tax Preparer (Independent Contractor), Rosen and Cohen, LLC, Northbrook, IL
2016
Tax Preparer (Independent Contractor), Robert M Mikulski & Co PC, Elgin, IL
● Small CPA Firm consisting of 2 Enrolled Agents and 1 Administrative Staff
2016
Staff Accountant, The Dolins Group, Ltd, Northbrook, IL
2013 to 2015
●
Mid-Size CPA Firm consisting of 4 Partners, 11 Staff Accountants, and 4 Administrative Staff
Tax Preparer/Case Processor, Community Tax Relief, Chicago, IL 2013
● Full Service Tax Resolution Company.
Staff Accountant (Independent Contractor), Moshe Klein and Associates, Ltd. Skokie IL
● Small Bookkeeping Firm Consisting of 1 Owner and 1 Accountant.
2013
Tax Associate, McGladrey, LLP - Kansas City, MO
-
●
National CPA Firm.
Staff Accountant, Alkafaji & Associates, Ltd. Des Plaines, IL
●
2009 to 2012
Small CPA Firm consisting of 1 Owner and 1 Office Manager/Accountant.
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