Forrest Yates III
Senior Accountant
-• www.linkedin.com/in/forrest-yates-
- • Tucson, AZ 85716
Ethical, experienced, innovated accountant who works diligently in tax and corporate accounting. Understanding of
GAAP and multiple tax procedures with excellent research capability continually updated skillset on tax code
revisions. Confidently works in all tax areas including business and personal income, payroll and sales tax. Prepares
financial statements and monthly accounting practices with meticulous care. Understands communications with
client is critical and goes above and beyond to ensure satisfaction. Areas of Expertise include:
▪ Business Inc Tax (Including HOA)
▪ Individual Inc Tax
▪ Estate & Trust Inc Tax
▪ Payroll Tax
▪ A/R & A/P
▪ Sales Tax
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Financial Reporting
Project Management
Texas Franchise Tax
Bookkeeping
Professional Experience
Roediger Hoff, PLC • Tucson, Arizona • 2/2012 – 4/2013, 1/2020 - current
TAX PREPARER AND ACCOUNTANT
Held the responsibility of accounting and financial services for multiple clients. Prepare income tax returns.
Detailed preparation of financial reports and general monthly accounting duties. Excelled at tax preparation for
corporations and other such entities.
Key Accomplishments:
• Adept at financial statement preparation and review.
• Review and approve transactions in accounting software according to company procedures and applicable
laws.
David S Cutler, CPA, PC • Tucson, Arizona • 6/2013 – 7/2019
Tax PREPARER AND ACCOUNTANT
Thoroughly prepare and present tax forms and financial reports. Reviewed with payroll and payroll tax forms both
quarterly and annual filings. Review and verify accuracy of forms prior to filing of corporate (1120, 1120S, and
1120H), Partnership, Individual, Trust/Estate and Non-Profits.
Key Accomplishments:
• Trusted with 401K Plan Administration and Defined Benefit Retirement plans.
• Review and audit payroll information and payroll tax forms/reports.
Mitchell & Roediger, CPAs and Quick, Mitchell & Maish, CPAs • Tucson, Arizona • 1/2008 – 8/2011
TAX PREPARER AND ACCOUNTANT
Organized and prepared a litany of accounting and financial forms. Processed monthly accounting procedures for
clients. Provided accounting knowledge in tax, financial reports, and accounts payable (A/P).
Education & Training
Bachelor of Science in Accounting (Minor in Finance)
2007 NORTHERN ARIZONA UNIVERSITY | Flagstaff, Arizona
