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JAMES R.

PETERS, CPA
4124 Campus Avenue, Apt. 7
San Diego, CA 92103
(619) 417-2659

jpb74fbe@westpost.net
EXPERIENCE:
Heyman & Associates, CPAs San Diego, CA
Senior Manager Dec 08 - Present
? Responsible for Review of All Tax Returns (Personal, Corporate, Partnership)
? Responsible for All International Clients
? Evaluate and Analyze International Tax Treaties
? Create Strategic Planning for High-Value Clients
? Established Tax Preparation Policies
? Reviewed Junior Accountants Tax Returns
? Created Tax Strategies for High-Value Clients
? Maintained High Standards for Accuracy and Processing of Returns
? Developed Education Program for Junior Accountants
? Advised Owner of Tax Policy and Procedure
? Responsible for Foreign FBAR, 5471, 5472, TD F 90-22.1 and 3520 Required Filin
gs
M.S. Sales, Inc. Tupelo, MS
Chief Financial Officer 2002 ? 2008
? Created Mississippi Corporation Named M.S. Sales, Inc.
? Established Accounting System for M.S. Sales, Inc.
? Designed Accounting Control Procedures for M.S. Sales, Inc.
? Performed All Accounting Duties for M.S. Sales, Inc.
? Operated as an Outside Controller for M.S. Sales, Inc.
? Prepared All Internal Financial Reports for M.S. Sales, Inc.
? Achieved Success with M.S. Sales, Inc. by Assisting the Company Growth from $5
0,000 Annual Revenue to $5,000,000 Annual Revenue
? Performed Tax Strategy Consulting and Research to Maximize Tax Savings Throug
h Legal Structuring of Entities and Advantageous Transaction Design
? Prepared C Corp, S Corp, Partnership/LLC and Individual Tax Returns Saving Cli
ents Substantial Amounts of Money
J.R. Peters & Associates, CPAs Tupelo, MS
Managing Partner 1998-2002
? Established the CPA Firm with Another CPA Partner
? Controlled All CPA Firm Responsibilities As Managing Partner
? Recruited Approximately 1,000 Clients
? Expanded Revenue from Zero to Almost $ 500,000
? Selected and Hired Entire Accounting Staff Including Partner
? Prepared C Corp, S Corp, Partnership/LLC and Individual Tax Returns
? Prepared Compilations for Small to Medium Sized Businesses
? Acquired Another CPA Firm and Organized the Merger Successfully

Fibre Craft, Inc. & Ten Other Closely Held Entities Tupelo, MS
Chief Financial Officer 1994-1998
? Transferred All Accounting and Controller Duties From Four Different CPA Firms
into an Internal Accounting Department For All Eleven Closely Held Entities
? Designed and Implemented Effective Accounting Systems for All Eleven Furniture
Manufacturing Supplier and Real Estate Holding Entities
? Interviewed, Hired and Supervised a Bookkeeping Staff of 10-15 People
? Prepared Internal Financial Statements for All Companies Generally by the 15th
of the Month After Closing the Monthly Books
? Prepared All Tax Returns for All Companies and Owners to Include C Corp, S Cor
p, Partnership/LLC, Individual, Gift, Franchise, Fuel, Sales and Use Taxes
? Evaluated and Selected All Insurance Policy Contracts and Amounts and Types of
Coverage for All Companies
? Improved Credit Policies of Companies by Vastly Expanding Available Credit Thr
ough Negotiations with Bankers and Investment Institutions
? Executed LIBOR Contracts with No Supervision From CEO in Order to Maintain Str
ong Cash Flow
? Established Fixed Asset Policies
? Uncovered Previous Erroneous Pension Plan and Established an Umbrella 401(k) P
ension Plan Called Fibre Craft, et al Pension Plan Which Encompassed All of the
Companies
? Selected as Trustee for Pension Plan
? Achieved an Average 20% Annual Rate of Return on All Pension Investments
M.M. Winkler & Associates, CPAs Tupelo, MS
Tax Manager 1992-1994
? Managed the Tax Department of the CPA Firm in Tupelo
? Performed Extensive Tax Research
? Independently Advised Clients Regarding Tax Strategy and Structure
? Recruited Over 200 New Clients into an Ageing Client Base
? Assisted and Conducted Audits of Non-Profit Entities on a Limited Basis
? Prepared and Supervised the Preparation of Most Tax Returns to Include C Corp,
S Corp, Partnership/LLC, and Individual Returns
Johnston, McIntyre and Johnson, CPA?s Monroe, LA
Staff Accountant 1990-1991
State of Tennessee Nashville, TN
Accountant I 1989
EDUCATION:
? Bachelors of Business Administration with a Major in Accounting, University of
Louisiana at Monroe, Monroe, LA
MEMERSHIPS:
? Member of the American Institute of Certified Public Accountants (AICPA)
CERTIFICATION:
? Mississippi CPA License and Certificate # 4340
? California CPA License and Certificate #105670