Sherry Wallace, CPA

Atlanta Office

Sherry's Tax Experience

Snapshot and Years of Experience

Sherry Wallace has over 35 years of Federal and state tax accounting, tax compliance, audit defense, mergers & acquisitions, and project management experience.

Tax Compliance and Leadership

  • Established an income tax compliance division for a $21 billion company
  • Preparation and review of Federal and state tax returns for corporations and partnerships
  • Preparation and review of Federal and state quarterly estimate and extension calculations

Tax Accounting

  • Preparation of quarterly tax accounting entries and tax account reconciliations
  • Determination of tax treatment of new items and non-routine transactions
  • Deferred proof analysis
  • Provision to return true-up analysis
  • Payable proof analysis

Partnership Tax Accounting and Compliance

  • All aspects of tax accounting and compliance for partnerships from formation to dissolution
  • Partnership tax basis calculations

Mergers, Acquisitions and Dispositions

  • Due diligence
  • Acquisition integration, including reorganizations and tax assimilation of new subsidiaries

Federal and State Tax Audits

  • Coordination of all aspects of Federal audits, including development of the audit plan, responses to IDRs, and preparation of rebuttals to notices of proposed adjustments.
  • Preparation of responses to state audit requests

Tax Planning and Project Management

  • Management of multi-step corporate reorganization, including coordination with accounting, legal and other stakeholders

Tax Technology Experience

  • Excel

Previous Work Experience

  • Gentiva Health Services, Inc.
  • BellSouth Corporation (now AT&T)
  • Arthur Andersen

Degrees

  • University of Florida –
    Master of Accounting,
    Tax Specialization
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