Aj Akrach

Highly proficient Senior US Tax Accountant with Forty (40)+ years diagnostic history of US tax experience, and Four (4) years of direct Remote experience with an active IRS PTIN, specializing in US compliance utilizing Intuit ProSeries and QuickBooks Online, covering a full spectrum of high-complexity tax returns (High-Net-Worth 1040, 1041 Trust & Estates, 1065 Partnerships, 990 Non-Profits, 1120 Corporates, and 1120-S Corps), with a proven track of independently preparing tax returns, and adept at resolving ProSeries diagnostic errors for clean E-Filing. Oral and well written fluency in English and French Languages. Demonstrated experience in business and in U.S. domestic and Fiduciary taxation, project development, legal research, networks and accounting system.

Extensive experience and strong audit preparation of Fiduciary and high net worth Individual tax returns with good knowledge of the U.S. Tax law, compliance and litigations with the IRS. Additional experience in the preparation of multi-state tax returns.

Senior Tax Preparer/Temp at Second Mile CPA (2026-06 – 2026-09)

Working remotely, from the Philippines, as a Senior Tax Specialist, to meet the September 15th deadline, preparing diversified complex US Tax Returns (990, 1040, 1065, 1120 & 1120-S), and Multi-States, in addition to 1040 for high-net individuals with various schedules such as C, D, E and F.

• Executing end-to-end tax preparation for complex high-Net Individuals (1040) and Corporate (1120S/065) clients directly within ProSeries professionals.
• Managing and clearing ProSeries diagnostics and error checks to guarantee IRS compliance and seamless electronic filing, including but not limited to preparing various State Tax Returns, Texas Franchise and Florida Intangibles.

Per Diem Business & Tax Consultant at Locotov Corporation (2024-05 – 2026-02)

Worked remotely, from the Philippines, and per diem as a Managing Director, a Legal Business and Tax Consultant to form a newly small privately owned corporation, that deals in Asbestos abatement and waste removal in the USA.

• Prepared and formed the corporation in the state of Delaware for tax purposes, set up the accounting system and secured EIN and other tax planning reports with the US Department of the Treasury (IRS).
• Resolved and secured safety Certificates issues with both states, New York and New Jersey for the owner of the corporation in compliance with the states and federal safety guidelines according to the laws.
• Researched and advised privately the owner on contracts with several government agencies, on accounting and tax issues and strategies.

Legal & Tax Consultant at Casablanca Corp. [Casa Tax] (1999-11 – 2024-02)

Worked as a Legal and Tax Consultant for a small privately owned consulting firm with the managing partners and the owner.

• Prepared payrolls and tax returns for small privately owned businesses and high net worth individuals, including but not limited to some fiduciary tax returns.
• Resolved tax issues and compliances with the Internal Revenue Service for privately owned businesses.
• Researched case laws in the tax and labor penal codes for small firms and private businesses.
• Used a Lexis/Nexis computer program to research latest immigration and tax cases for clients.

Tax Reviewer at Merrill Lynch Trust Company (1995-09 – 1999-07)

• Reviewed Fiduciary and High Net Individual Tax Returns, such as 1040, 4041, and 706.
• Researched and prepared Estate and Gift Tax Returns for investments' clients of the firm.
• Researched tax cases for attorneys in the Investments and legal departments.
• Worked as a team player and supervised several tax analysts and preparers.
• Communicated and corresponded with the Treasury Department and the Internal Revenue Service.
• Communicated and explained tax strategies to investments and tax Clients residing overseas, in France.

Senior Tax Analyst at The Bank of New York (1989-11 – 1995-08)

• Prepared Fiduciary and High Net Individual Tax Returns, such as 1040, 4041, 709, and 706.
• Prepared Tax Returns for Non-Profit Organizations, such as the 990s.
• Researched and prepared Estate and Gift Tax Returns for investments' clients of the bank.
• Researched tax cases for attorneys in the Investments and legal departments.
• Created a computerized tax program to calculate correctly IRS penalties and interests, saving the bank a lot of time and millions of dollars in uncorrected payments.
• Worked as a team player in the tax department and assisted colleagues with their tax workload.
• Used computer programs such as CompuTax, Fastax and Lexis/Nexis for tax research and preparation.
• Drafted and prepared tax estimates and made sure that all deadlines for tax payments were met.

Tax Analyst at Chase Manhattan Bank (1986-02 – 1989-10)

• Prepared Fiduciary and High Net Individual Tax Returns, such as 1040 and 1041.
• Researched Fiduciary and Individual tax issues for the bank's investments' clients.
• Communicated tax matters and cases with attorneys in the Investments and legal departments of the bank.
• Worked as a team player in the tax department and assisted colleagues with their tax deadlines.

IT with emphasis in Cybersecurity – NUC – FTC (Now Northbridge University) (2022-09 – 2025-08)

Business Administration and Accounting – Pace University (1980-09 – 1984-06)