Casey Moss, E.A.

EDUCATION
Governors State University – MSA in Accounting
Governors State University – BS in Accounting
PROFESSIONAL SUMMARY
Dedicated tax specialist focused on individual and business tax efficiency and tax planning. Accounting leader that can streamline accounting processes, effectively communicate financial results, and take action to improve long-term financial performance.
KEY COMPETENCIES
Financial Reporting & Management
Business Tax Planning
Accounting Process Development
Quickbooks Online
Individual Tax Planning
Strategic / Tactical Planning
Business Process Reengineering
Client Relationship Management
PROFESSIONAL EXPERIENCE
Casey Moss Tax & Accounting, LLC
President
2020-Present
• Tax & accounting services for businesses and individuals
• Bookkeeping consulting and process innovation
• Tax planning for S-corporation owners
• Payroll processing & tax-efficient wage optimization
• Monthly financial statement preparation & financial statement analysis
• Growth planning & trend analysis
• Tax projection & planning services to minimize annual tax obligations
Bill Hickey & Associates, Inc.
Staff accountant
2006-2016
Partner
2019-2020
• Small business consulting and tax planning
• Financial statement preparation & analysis for small businesses
• Corporate tax preparation and quarterly tax planning
• Project management for staff accountants
• Accounting process improvement & efficiency recommendations
• Microsoft Excel macro creation & automation of daily processes
PROFESSIONAL CERTIFICATIONS AND MEMBERSHIPS
E.A. – 2016