Andrew Bosserman

Experience

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  Internal Revenue Service

  Jun 2010 - Aug 2013

  • Performed audits of sole proprietorships, corporations, and partnerships• Obtained agreements from 90% of taxpayers where additional tax was assessed• Directed meetings with taxpayers and their representatives to explain audit results and resolve disputes• Researched tax law and drafted written arguments to defend the Government’s position during appeals• Identified fraudulent behavior and assisted IRS special agents with subsequent criminal investigations

  • Internal Revenue Agent

    Jun 2011 - Aug 2013

  • Internal Revenue Agent - Student Trainee

    Jun 2010 - Jun 2011
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  SVN Affordable | Levental Realty

  Aug 2013 - Dec 2014

  Analyst

  • Performed in-depth financial analysis of multi-family properties• Compiled and analyzed public and private information in order to value properties• Succinctly explained complicated financial analysis and conclusions to colleagues and prospective clients• Improved and maintained database of 23,000+ affordable housing properties and related contacts• Created system to automate tracking of escrow deadlines• Read and interpreted real estate contracts• Designed and created sales brochures and email campaigns used to market properties• Responsible for all maintenance and repair of IT equipment at office Show less

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  Cincinnati Premier Realty

  Mar 2014 - Dec 2014

  Controller

  • Oversaw all accounting processes for a 206-unit, $15 million apartment portfolio• Responsibilities included processing rent payments, paying bills, reconciling bank statements, refunding tenant security deposits, creating monthly budgets, and preparing monthly financial reports for the owner• Initiated and implemented remote deposit system for rent payments• Performed all duties in addition to working full-time at Sperry Van Ness

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  The World

  Jan 2015 - Jul 2015

  World Traveler

  • Self-funded, solo trip through 10 Asian countries• Highlights of trip included learning Muay Thai boxing, freediving, hiking along the Great Wall of China, and climbing the tallest mountain in Indochina• Skills developed include independence, planning, adaptability, and courage

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  Miami Valley Tree Farm & Cincy Evergreens

  Oct 2015 - Jul 2018

  Owner/Founder

  Miami Valley Tree Farm• Provided tree planting, stump removal, and tree maintenance services• Managed farm of 1,300 treesCincy Evergreens• Founded business providing fresh-cut Christmas tree delivery to metro Cincinnati homes and businesses• Negotiated a profit split for others to run the business in its second year

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  Barnes Dennig

  Feb 2016 - Jul 2018

  Senior Tax Associate

  • Prepared and reviewed federal, state, and local tax returns for corporations, partnerships, trusts, and individuals• Specialized in international, state and local tax issues, including expat taxation and state tax credits• Resolved disputes with federal, state, and local tax authorities• Authored tax memos and blog posts on a wide range of tax topics, including captive insurance companies

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  Bosserman CPA, PLLC (AndrewBosserman.com)

  Jun 2020 - now

  Owner

  Provide tax, accounting, and consulting services to the Christmas tree and timber industries, including:• Making a capital gain election under IRC § 631 to minimize taxes• Taking advantage of accelerated depreciation• Choosing the most tax-efficient legal entity• Setting up an organized bookkeeping system• Preparing tax returns to minimize risk of an IRS audit• Defending against an IRS audit• And much more!AndrewBosserman.com

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  Shumaker, Loop & Kendrick, LLP

  Sept 2021 - now

  Tax Attorney