CAPABILITY STATEMENT
WILLIAM R. SHERIDAN, JR., Principal
978-256-1010, bill@sherico.com
CERTIFIED PUBLIC ACCOUNTANT- Massachusetts
MASTER OF SCIENCE TAXATION - Bentley University
BACHELOR OF SCIENCE - ACCOUNTING - Bentley University
ACCOUNTING & AUDITING
Over 20 years of Financial Statement audit industry experience with: general construction contractors, heavy equipment and site contractors, real estate developers and partnerships, affordable housing projects, profit sharing plans, brokers and dealers in securities. Recent accounting & auditing peer review awarded highest rating.
TAX
Audit representation: IRS - successfully navigated reporting of offshore financial accounts through criminal investigation's voluntary disclosure program, collection appeals, worthless securities theft loss deductions, general small business and individual documentation audits. Massachusetts, appellate representation, construction cost sales tax audits.
Estate & Gift: IRS and Multi-State estate and gift tax return preparation and audit representations.
Corporation, Partnership and Individual: Preparation of multi-state and high net worth individual, small business corporations, and partnership income tax returns.
TECHNOLOGY
Accounting software installations and training, Quick Books consulting.
OUT SOURCE SERVICES
Temporary or Permanent bookkeeping - accounting, recording transaction services.
