Edward W. Halleran, EA
169 Haypath Road
Old Bethpage, New York 11804
(516) 996-1680
ewhtax@aol.com
Enrolled Agent with over 40 years of experience in preparation of personal income tax returns and corporate income, payroll, and sales tax returns who is seeking part time employment
Professional Experience
National Tax and Financial Services Inc. Mineola, N.Y.
(Formerly - Gilman Ciocia, Inc.)
Accountant January 2008 – August 2018 (Retired)
• Supervised a staff of two in servicing 100 small businesses
• Prepared all accounting functions including payroll taxes and sales taxes
• Assisted clients with worker’s compensation, labor, and disability audits
• Prepared over 1200 personal and corporate income tax returns yearly
Edward W. Halleran Tax and Accounting Services Carle Place, N.Y.
Self Employed October 1991 – January 2018
• Employed a staff of two full time and three part time clerical during tax season
• Prepared all accounting functions including payroll taxes and sales taxes
• Assisted clients with worker’s compensation, labor, and disability audits
• Prepared over 2000 personal and corporate income tax returns yearly
• Sold practice to Gilman Ciocia, Inc in January of 2008
Herbert Products, Inc. Westbury, N.Y.
Controller January 1979 – July 1991
• Converted manual accounting system to computerized system
• Prepared and analyzed monthly financial statements.
• Negotiated union contracts
• Negotiated bank financing
• Assisted in sale of company and employee transition
Education
Pace University New York, N.Y.
B.A. Finance, 1972
American Institute of Banking New York, N.Y.
Associates Degrees in Commercial Banking and Trusts, 1976
Certifications
• Enrolled Agent
Professional Organizations
• NAEA
• NATP
• NYSSEA
Additional Skills
• Proficient in all Accountant’s World Programs
• Proficient in Ultra Tax CS
• Proficient in TaxWise
