Patrick J. Halligan, CPA, PS


Patrick J. Halligan, CPA, PS
Cheryl Halligan - Operations Manager & Communications

Tax Compliance:
  • Broad experience with Federal, multi-State and International tax compliance
  • Individual, partnership, limited liability company and corporate tax preparation
  • Extensive use of various tax software, ProSystems, ProSeries, Lacerte and others
  • Ability to complete tax returns and related tax workpapers, returning a finished product to management in a timely manner
Tax Workpapers:
  • Develops and creates complete set of fully referenced tax workpapers, including both paper and electronic files
  • Able to adopt existing workpaper methodologies
  • Prepares supporting workpapers for all book/tax differences - reflecting all supporting calculations
  • Thorough understanding of GAAP and tax based accounting, ability to develop either or both financial statements
  • Extensive Understanding of Tax Law
  • Ability to readily identify relevant issues during course of tax preparation
  • Knowledge of computer research software (Lexus, CCH, RIA)
 IRS Interface:
  • Successfully representing various clients through multiple audits over years of practice
  • Masterly negotiates on client's behalf to settle favorable payment arrangements, including two substantial "Offers in Compromise"
 Quickbooks Accounting Software:
  • Proficient with the use of Quickbooks Accounting software

 Staff Supervision & Training:

  • Experienced team-building and training professional staff
  • Implements best practices and supervises staff