
robert williams
consultant and owner
About
Diverse finance, investment, accounting, and tax knowledge. Experience with individuals and small businesses tax preparation, investor owned utilities and non-profit hospitals. Prepare income taxes for individuals, small businesses,State Farm/Insurance Agents, and Fed Ex/Franchise Owners. Also provide extensive Tax Resolution services. CPA licensed in the states of Kentucky and Texas. Previously licensed CPA in California. Securities licensed (Series 6 and 63) . AICPA Personal Financial Planning (PFP) member. Currently studying for the Personal Financial Specialist (PFS) certification. Insurance Certifications with the Department of Insurance in KY (see Certifications below).
united states
bowling green
accounting
cpa, accounting, income tax preparation, customer service, finance, leadership, small business, retirement planning, quickbooks, strategic planning, budgets, insurance planning, financial analysis, health insurance, healthcare, utility industry, microsoft excel, cash flow, due diligence, financial reporting, financial planning, management, auditing, analysis, microsoft office, tax dispute resolution
Experience

controller
meca homes
Direct hands-on responsibilities of accounting, financing, and reporting functions of the third largest single-family and multi-family homebuilder.

senior financial and decision support analyst
commonwealth health corporation
Provided management with decision support analysis of key areas of opportunities within the clinical and operational areas of CHC (includes five non-profit hospitals in South Central Kentucky). Worked with management engineers in streamlining operations via Sigma Sigma analysis and lean management tools.

consultant and owner
rew international
Provided network marketing and leadership services (John Maxwell) and products throught Network 21. Traveled international (India, Philippines, and South Africa) to set up businesses. Also, worked as an Area Representative for Excel Communications (Kenny Trout).

tax depreciation specialist and special projects
san diego gas & electric
Responsibilities entailed Federal, state, and regulatory tax depreciation for regular tax, alternative, and adjusted current earnings depreciation systems. Also, assisted in responding to IRS data requests, SDG&E consolidated tax return preparation and regulatory issues involving full normalization of deferred taxes under FERC Order 144. Implemented the new Power Tax depreciation and deferred tax model that bundles business units for a deregulated California environment. Dealt with IRS agents and worked on Federal appeal court issues.

supervisor regulatory and financial tax accounting
el paso electric company
Supervised a professional staff responsible for all aspects of Federal and state income tax calculations and reporting from a GAAP, SEC, and regulatory perspective. Activities also involved tax issues related to the proposed merger between EPEC and Central and Southwest (CSW). Finally, also reponsible for SFAS 101 "Discontinuing the Application of SFAS 71", and SOP 90-7 "Financial Reporting by Entities in Reorganization Under the Bankruptcy Code."

senior regulatory and tax accountant
texas-new mexico power (tnmp)
Responsibilities encompassed all aspects of Federal income tax calculations, reporting, and forecasting from a GAAP, SEC, IRS and regulatory perspective. Prepared consolidated tax return and dealt with IRS agents. Reported directly to the Controller and reported to the Board of Directors on accounting issues. Testified before regulatory bodies on full normalization and deferred tax accounting issues. Dealt extensively with Enron in the Texas regulatory arena.

utility accountant
el paso electric company
Duties spanned internal and external SEC reporting and FERC Form 1 filings, public and private financing, R & D accounting, pollution control bonds, and AFUDC calculations. Seasoned in nuclear fuel accounting and joint-venture accounting. Performed extensive internal audits. Managed the professional staff of real estate subsidiary accounting (Franklin Land).

staff accountant
lauterbach, borschow & company, p.c.
Worked on tax preparation and audits for the clients of the Company.

consultant and owner
rew consultants
We provide professional tax, accounting, investment, finance, risk management and small business development services to individuals, partnerships, and corporate clients and investor owned utility and health care clients. Experienced with Intuit QuickBooks and Lacerte Tax Preparation Software.

registered representative
state farm
About State FarmState Farm is a mutual company – with policyholder members – not driven by the demands of investors. Currently ranked No. 41 on the Fortune 500 list of largest companies, State Farm insures more cars and homes than any other insurer and is a leading insurer of watercraft in the United States.The driving force of the Company is comprised of more than 72,000 employees and 18,000 agents. For the past 90+ years, State Farm agents have built and maintained lasting customer relationships. Its tradition of innovation and customer commitment help keep State Farm the industry leader.
Education
the university of texas at el paso
texas tech university - rawls college of business
accounting
Worked at Texas Instruments as an intern in college. Activities and Societies: Kappa Sigma Fraternity, Dean's Honors List
robert williams's Contact Information
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