|
| |
Bill W. Morlong, Jr., EA, ATA, ABA
|
Objective
|
To find businesses that can use my expertise and
years of experience in the field of accounting, taxation and management
|
|
|
|
Experience
|
Jan 2000 - Present Bill W. Morlong, Jr.,
E.A., LLC
Bayfield, Colorado
Owner
and Operator of Accounting and Tax Practice
See Description under Palm Desert, California
business
Apr 1999 – Jan 2000 Per Diem for Accounting Firms
Durango, CO
Accounting Manager
 |
Responsible for all accounting reports released from office,
review of tax returns, training of staff members and seminar evaluations
in accounting and taxation. Responsible
for updates on Compilation and Presentations. |
|
Increased billings annualized over 25%. |
|
Set-up and established quality controls on compilation
reports to be in compliance with the AICPA Review Procedures. |
|
Set-up and maintained Quickbooks clients and increased
clients by 45% |
|
Recommended and established E&O Policy, Engagement
Agreements and other management services to improve and streamline
departments of accounting and taxation. |
|
Established program for the formation and maintenance of
Corporations and LLC’s with the handling of necessary corporate
services. |
|
Established Compliance Programs for LLC’s, C Corporations,
S Corporations and Contractors. |
|
Left due to Professional Disagreement.
|
|
|
|
|
|
1976 – Mar 1999
Bill W. Morlong, Jr., E.A.
Palm Desert, CA
Owner
and Operator of Accounting and Tax Practice
|
Handled accounting records for all type of businesses,
retail, manufacturing, service and contraction trade clients. |
|
Responsible for the tax preparation of over 550 tax returns
on business, individual, corporate, trusts, estates and profit sharing
plans. |
|
Handled over 100 IRS Audits, Appeal Cases and major
Collection problems annually with the successful Abatement of Penalties. |
|
Liaison and preparation of working papers, briefs and other
related paperwork on over 30 US Tax Court Cases; and assisted clients in
self filing of Petitions. |
|
Sold practice in order to relocate to the Durango area.
|
|
|
|
|
|
1974 - 1976
Task Corporation
Anaheim, CA
Accounting Manager and Credit Manager
|
Responsible for EDP and accounting staff and general
accounting to corporate headquarters, Joy Manufacturing.
I had seven divisions throughout the US under my control. |
|
Established and maintained credit and collection procedures
for international business |
|
Traveled to divisions and reported to Corporate offices in
Pennsylvania. |
|
Left to start up my own accounting business.
|
|
|
|
|
|
1969 – 1973 Various
Position while attending college
Accountant / Controller
|
Rivera Hotel – Asst. Auditor |
|
Quality Furniture Manufacturing – Controller –
Established Cost Accounting system and general accounting |
|
Bob Mc Cullough, CPA |
|
Indian Wells Racquet Club and Sandpiper Development –
Established controls and brought business from operating in the red to the
black and was responsible for training and transferring office from Orange
County to Indian Wells, CA.
|
|
|
|
|
Education
|
1969–1971 College of the Desert
Palm Desert, CA
|
AA. Degree Accounting |
1971
– 1973 California State Univ. – LA
Los Angeles, CA
|
Major in Accounting and Business
Administration |
|
|
|
|
Interests
|
Board Member of Bayfield LIONS CLUB, Forest Lakes
POA, bowling,
fishing, hunting and church involvement at Christ the King Lutheran
Church.
|
|
|
|
Military
|
1966 – 1969
US Army SGT
Served in
Infantry, Finance Corp, Intelligence and Operations NCO, spent one tour in
Viet Nam and was responsible for support to troops and Brigade. |
|
