Certified Public Accountant
Certified Financial Planner
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Certified Financial Planner
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Gerri
Castor-Brooks Certified Public Accountant Certified Financial Planner™ Notary Public Tel. (713) 419-4409 Fax (281) 348-0834 gerricastorbrooks@gmail.com Experience GERRI.
CASTOR-BROOKS, CPA, CFP® Kingwood, Sole Practitioner, January 2001 to present. Provide
professional consulting services with respect to federal and state tax planning,
personal financial planning, and issues related to small business.
Prepare federal and state income, franchise, sales, and payroll tax
returns. Provide consultation and
advice with respect to the initial set up of accounting systems and/or periodic
review of transactions entered into system by client.
Client base includes individuals, estates, trusts, and small businesses.
Business clients include both retail and service providers with annual
gross revenue ranging from $5,000 to over $15 million. SIGNAL
HILL FINANCIAL RESOURCES LLC, Director
of Tax Services, February 2003 to
March 2008. Developed and implemented business plan for start up tax compliance and consulting practice. Provided consulting services with respect to both individual and business tax and accounting issues. Provided personal financial planning services in conjunction with Signal Hill Investment Services LLC. Supervised preparation and review of federal and state income, franchise, and payroll tax returns. Lecturer,
January 2004 to May 2006 and January 2008 to May 2009. Designed and
taught semester long course in financial accounting at the undergraduate level. Tax Manager, September 1998 to December 2000. Senior Tax Consultant, September 1994 to September 1998. Staff Tax Consultant, September 1992 to September 1994. Supervised
and performed consulting and compliance work with respect to various areas of
federal and state tax and tax law. Experience
was concentrated in areas pertaining to high net worth individuals, including
federal and state individual income tax, small business tax, estate and gift
tax, taxation of trusts, and succession planning.
Prepared and presented seminars on numerous tax topics for various
audiences, including DELOITTE & TOUCHE
LLP, Audit Intern, January to May, 1991. Performed
professionally required audit procedures, with a concentration in cash,
receivables, payables, property, and benefit plans.
Clients represented various areas of industry, including franchisers,
real estate management, petroleum, and nonprofit. Certification
Certified Public Accountant, November 1992;
Elija
Top Ten in State of Notary Public, August 2002. Professional
American Institute of Certified Public Accountants Organizations
Education
Master of Accounting, May 1992. Honors: Jones Scholar Award;
Marquis G. Eaton Graduate Accounting Fellowship; GPA: 3.94/4.00.
Bachelor of Arts, Managerial Studies, Economics, and Spanish, May 1991. Honors: Magna Cum Laude; Phi Beta Kappa; Omicron Delta Epsilon Economics Honor Society National Hispanic Scholar Award; Rice Board of Governors’ Scholarship; Edith Jo Leeseman Dissinger Scholarship; Shell Companies Scholarship; Rice President’s Honor Roll GPA: 3.92/4.00. Other Software: Experienced with ProSeries, QuickBooks, GoSystem, TurboTax, PowerPoint, and Publisher. |
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