Stephen M. Berman & Associates
Description
Address: 3475 Lenox Rd NE # 950, Atlanta, GA 30326 Phone: (404) 262-2181: : Place name: : : : Hours: Website: : Category: Website: http://www.bermanllc.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Stephen M. Berman & Associates Employees
Employee
Years
Job
Industry
Britten O'Dell Britten O'Dell's Stephen M. Berman & Associates Experience 2003 - 2004
Job Assistant Director Talent Acquisition FSO Tax
Industry Financial Services
Experience
EY January 2015 - Present
Cypress Search Group, LLC December 2009 - December 2014
SolomonEdwards Group March 2005 - December 2009
Stephen M. Berman & Associates 2003 - 2004
Cerqueda, Morgan and Collins, LLP 2002 - 2003
Moore and Cubbedge LLP 2000 - 2002
Holland Shipes Vann, P.C. 1998 - 2000
Skills
Recruiting, Sourcing, Talent Acquisition, Talent Pipelining, Leadership, Applicant Tracking..., Avature, Taleo, LinkedIn Recruiter, Boolean Searching, Referrals, Referral Networking, Referral Development, SnagIt, Executive Search, Professional Services
Education
Kennesaw State University - Michael J. Coles College of Business
Accounting
EY January 2015 - Present
Cypress Search Group, LLC December 2009 - December 2014
SolomonEdwards Group March 2005 - December 2009
Stephen M. Berman & Associates 2003 - 2004
Cerqueda, Morgan and Collins, LLP 2002 - 2003
Moore and Cubbedge LLP 2000 - 2002
Holland Shipes Vann, P.C. 1998 - 2000
Skills
Recruiting, Sourcing, Talent Acquisition, Talent Pipelining, Leadership, Applicant Tracking..., Avature, Taleo, LinkedIn Recruiter, Boolean Searching, Referrals, Referral Networking, Referral Development, SnagIt, Executive Search, Professional Services
Education
Kennesaw State University - Michael J. Coles College of Business
Accounting
Hunter Nottingham, JD, CPA Hunter Nottingham, JD, CPA's Stephen M. Berman & Associates Experience January 2010 - May 2012
Job Senior Tax Accountant
Industry Accounting
Experience
GrossDukeNelson & Co., P.C. June 2012 - Present
Stephen M. Berman & Associates January 2010 - May 2012
James Moore, Certified Public Accountants and Consultants July 2005 - June 2006
ESS-FOOD A/S May 2002 - August 2002
Skills
Tax, Accounting, Partnership Taxation, Corporate Tax, Fiduciary Tax, Compliance, Financial Planning, Excel, Research, Microsoft Office, ProSystems fx, Account Reconciliation, Microsoft Excel, ProSystem fx Tax, Strategic Financial..., Trusts, Income Tax, Tax Returns, Estate Planning, Tax Preparation, Accounts Receivable, QuickBooks, Tax Accounting, Tax Advisory, Financial Reporting, General Ledger
Education
Florida State University 2006 — 2008
J.D., Law
University of Florida 2003 — 2005
M.Acc., Accounting
University of Florida 2001 — 2005
B.S.Ac., Accounting
GrossDukeNelson & Co., P.C. June 2012 - Present
Stephen M. Berman & Associates January 2010 - May 2012
James Moore, Certified Public Accountants and Consultants July 2005 - June 2006
ESS-FOOD A/S May 2002 - August 2002
Skills
Tax, Accounting, Partnership Taxation, Corporate Tax, Fiduciary Tax, Compliance, Financial Planning, Excel, Research, Microsoft Office, ProSystems fx, Account Reconciliation, Microsoft Excel, ProSystem fx Tax, Strategic Financial..., Trusts, Income Tax, Tax Returns, Estate Planning, Tax Preparation, Accounts Receivable, QuickBooks, Tax Accounting, Tax Advisory, Financial Reporting, General Ledger
Education
Florida State University 2006 — 2008
J.D., Law
University of Florida 2003 — 2005
M.Acc., Accounting
University of Florida 2001 — 2005
B.S.Ac., Accounting
Bryce Nations, CPA, CFP® Bryce Nations, CPA, CFP®'s Stephen M. Berman & Associates Experience July 2004 - December 2005
Job Tax Senior Manager at Frazier & Deeter, LLC
Industry Accounting
Experience
Frazier & Deeter, LLC January 2006 - Present
Stephen M. Berman & Associates July 2004 - December 2005
Skills
Tax, Real Estate, Estate Planning, High Net Worth..., Tax Compliance, Income Tax, Corporate Tax, Investments, Tax Research, CPA, Partnership Taxation, Tax Accounting, Tax Preparation, Tax Advisory, S Corporations, Tax Returns, GAAP, US Tax
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Masters of Taxation, Taxation
Kennesaw State University - Michael J. Coles College of Business 2003 — 2006
MBA, Accounting & Finance
University of Mississippi - School of Business Administration 1999 — 2003
BBA, Finance & Accounting
Sprayberry High School
Sprayberry High School
Sprayberry High School
Frazier & Deeter, LLC January 2006 - Present
Stephen M. Berman & Associates July 2004 - December 2005
Skills
Tax, Real Estate, Estate Planning, High Net Worth..., Tax Compliance, Income Tax, Corporate Tax, Investments, Tax Research, CPA, Partnership Taxation, Tax Accounting, Tax Preparation, Tax Advisory, S Corporations, Tax Returns, GAAP, US Tax
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2013
Masters of Taxation, Taxation
Kennesaw State University - Michael J. Coles College of Business 2003 — 2006
MBA, Accounting & Finance
University of Mississippi - School of Business Administration 1999 — 2003
BBA, Finance & Accounting
Sprayberry High School
Sprayberry High School
Sprayberry High School
Caroline Place Caroline Place's Stephen M. Berman & Associates Experience January 1998 - January 2000
Job Virtual Assistant, Corporate/Legal Word Processor, Data Entry
Industry Executive Office
Experience
Virtual Assistance by Zoe September 2009 - Present
Hypnosis Works September 2008 - September 2009
Baker & Daniels LLP December 2005 - July 2007
Barrister Personnel February 2001 - December 2005
Stephen M. Berman & Associates January 1998 - January 2000
Skills
Customer Service, PowerPoint, Microsoft Word, Administrative..., Data Entry
Education
University of Phoenix
2016, Technical Writing
Virtual Assistance by Zoe September 2009 - Present
Hypnosis Works September 2008 - September 2009
Baker & Daniels LLP December 2005 - July 2007
Barrister Personnel February 2001 - December 2005
Stephen M. Berman & Associates January 1998 - January 2000
Skills
Customer Service, PowerPoint, Microsoft Word, Administrative..., Data Entry
Education
University of Phoenix
2016, Technical Writing
Jeanine Chambers Jeanine Chambers's Stephen M. Berman & Associates Experience October 1985 - June 1990
Job Executive Director at Angel Flight Soars, Inc.
Industry Nonprofit Organization Management
Experience
Angel Flight Soars, Inc. January 1999 - Present
Entrust Financial - A Division of Long Island Savings Bank January 1994 - December 1995
The Real Estate Book July 1990 - December 1993
Stephen M. Berman & Associates October 1985 - June 1990
Skills
Strategic Planning, Public Speaking, Non-profits, Public Relations, New Business Development, Cause Marketing, Team Building, Building Relationships, Financial Analysis, Financial Reporting, Community Engagement, Event Management, Contract Negotiation, Community Outreach, Fundraising, Leadership, Aviation, Program Management, Business Development, Flights, Nonprofits, Grant Writing, Government, Grants, Operations Management, Strategic Partnerships, Management, Leadership Development, Time Management, Strategy, Healthcare, Customer Service, Training, Process Improvement, Policy, Organizational..., Proposal Writing, Budgets, Start-ups, Volunteer Management, Executive Management, Community Development, Entrepreneurship, Program Development, Sales, Small Business, Event Planning, Marketing, Philanthropy, Project Planning
Education
Georgia State University
Master of Business Administration (MBA), Information Technology
University of West Georgia
Bachelor of Business Administration (BBA), Finance
Angel Flight Soars, Inc. January 1999 - Present
Entrust Financial - A Division of Long Island Savings Bank January 1994 - December 1995
The Real Estate Book July 1990 - December 1993
Stephen M. Berman & Associates October 1985 - June 1990
Skills
Strategic Planning, Public Speaking, Non-profits, Public Relations, New Business Development, Cause Marketing, Team Building, Building Relationships, Financial Analysis, Financial Reporting, Community Engagement, Event Management, Contract Negotiation, Community Outreach, Fundraising, Leadership, Aviation, Program Management, Business Development, Flights, Nonprofits, Grant Writing, Government, Grants, Operations Management, Strategic Partnerships, Management, Leadership Development, Time Management, Strategy, Healthcare, Customer Service, Training, Process Improvement, Policy, Organizational..., Proposal Writing, Budgets, Start-ups, Volunteer Management, Executive Management, Community Development, Entrepreneurship, Program Development, Sales, Small Business, Event Planning, Marketing, Philanthropy, Project Planning
Education
Georgia State University
Master of Business Administration (MBA), Information Technology
University of West Georgia
Bachelor of Business Administration (BBA), Finance
Chris Benner, CPA, CFP® Chris Benner, CPA, CFP®'s Stephen M. Berman & Associates Experience November 2001 - December 2002
Job Partner Personal Financial Services Group at Bennett Thrasher
Industry Accounting
Experience
Bennett Thrasher January 2003 - Present
Stephen M. Berman & Associates November 2001 - December 2002
Skills
Personal Finance, Succession Planning, Tax, CPA, Estate Tax Planning, High Net Worth..., Estate Planning, Accounting, Strategic Financial..., Income Tax, Financial Planners, Financial Reporting, S Corporations, Tax Preparation, Partnership Taxation, Retirement Planning, Financial Analysis, Finance, Investments, Small Business, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2006
M.S., Personal Financial Planning
Oglethorpe University 1997 — 2001
B.A., Business/Behavioral Science
Bennett Thrasher January 2003 - Present
Stephen M. Berman & Associates November 2001 - December 2002
Skills
Personal Finance, Succession Planning, Tax, CPA, Estate Tax Planning, High Net Worth..., Estate Planning, Accounting, Strategic Financial..., Income Tax, Financial Planners, Financial Reporting, S Corporations, Tax Preparation, Partnership Taxation, Retirement Planning, Financial Analysis, Finance, Investments, Small Business, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2006
M.S., Personal Financial Planning
Oglethorpe University 1997 — 2001
B.A., Business/Behavioral Science
Amy (Steiner) Nadler Amy (Steiner) Nadler's Stephen M. Berman & Associates Experience November 2000 - October 2004
Job Senior Tax Associate at Levy Tax and Consulting, LLC
Industry Accounting
Experience
Levy Tax and Consulting, LLC May 2012 - Present
Cherry, Bekaert & Holland August 2010 - April 2012
Braver Schimler Pierce Jenkins LLP January 2005 - August 2010
Stephen M. Berman & Associates November 2000 - October 2004
Skills
Tax, Partnership Taxation, Tax Preparation, CPA, Trusts
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
Master's degree, Taxation
The University of Georgia 1995 — 1999
Bachelor of Arts (B.A.), Economics
Levy Tax and Consulting, LLC May 2012 - Present
Cherry, Bekaert & Holland August 2010 - April 2012
Braver Schimler Pierce Jenkins LLP January 2005 - August 2010
Stephen M. Berman & Associates November 2000 - October 2004
Skills
Tax, Partnership Taxation, Tax Preparation, CPA, Trusts
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
Master's degree, Taxation
The University of Georgia 1995 — 1999
Bachelor of Arts (B.A.), Economics
Andrea Utsey Andrea Utsey's Stephen M. Berman & Associates Experience 1992 - 1994
Job Firm Administrator at S.J. Gorowitz Accounting & Tax Services
Industry Accounting
Experience
SJ Gorowitz Accounting & Tax Services, P.C. February 2004 - Present
Association for Accounting Administration (AAA) 1995 - 2010
Duggan & Massey November 2002 - April 2004
Tauber & Balser, PC (now under HA&W) February 1994 - August 2002
Stephen M. Berman & Associates 1992 - 1994
Skills
Facilities Management, Practice Development, Accounting, Financial Planners, Income Tax, Bookkeeping, Tax, Payroll, Financial Reporting, Auditing, Small Business, QuickBooks, Budgets, Management, Tax Preparation, Corporate Tax, Human Resources, Employee Benefits, Recruiting, Analysis, Payroll Taxes, Time Management, Financial Planning
Education
Georgia Perimeter College 2001 — 2002
Business Administration
SJ Gorowitz Accounting & Tax Services, P.C. February 2004 - Present
Association for Accounting Administration (AAA) 1995 - 2010
Duggan & Massey November 2002 - April 2004
Tauber & Balser, PC (now under HA&W) February 1994 - August 2002
Stephen M. Berman & Associates 1992 - 1994
Skills
Facilities Management, Practice Development, Accounting, Financial Planners, Income Tax, Bookkeeping, Tax, Payroll, Financial Reporting, Auditing, Small Business, QuickBooks, Budgets, Management, Tax Preparation, Corporate Tax, Human Resources, Employee Benefits, Recruiting, Analysis, Payroll Taxes, Time Management, Financial Planning
Education
Georgia Perimeter College 2001 — 2002
Business Administration
Robert J. Riccio Robert J. Riccio's Stephen M. Berman & Associates Experience 2001 - 2004
Job Attorney at Hand Arendall LLC
Industry Law Practice
Experience
Hand Arendall LLC 2008 - Present
Stephen M. Berman & Associates 2001 - 2004
Skills
Tax, Estate Planning, Wills, Asset Protection, Business Formation, Elder Law, Estate Administration, Probate, Trusts, Trust Management, Special Needs Trusts, Small Business, Succession Planning, Buy-sell Agreements, Non-profits, Charities, Legal Research, Legal Writing, LLC, Corporate Tax, Nonprofits
Education
New York University
LL.M., Taxation
University of Alabama
J.D., Law
The University of Southern Mississippi
BSBA, Accounting
Hand Arendall LLC 2008 - Present
Stephen M. Berman & Associates 2001 - 2004
Skills
Tax, Estate Planning, Wills, Asset Protection, Business Formation, Elder Law, Estate Administration, Probate, Trusts, Trust Management, Special Needs Trusts, Small Business, Succession Planning, Buy-sell Agreements, Non-profits, Charities, Legal Research, Legal Writing, LLC, Corporate Tax, Nonprofits
Education
New York University
LL.M., Taxation
University of Alabama
J.D., Law
The University of Southern Mississippi
BSBA, Accounting
Carol Parr's Stephen M. Berman & Associates Experience October 2012 - February 2014
Job CPA at Birnbrey, Minsk, Minsk & Perling
Industry Accounting
Experience
Birnbrey, Minsk, Minsk & Perling August 2014 - Present
Carol R. Parr CPA January 2012 - Present
Frazier & Deeter, LLC February 2014 - August 2014
Stephen M. Berman & Associates October 2012 - February 2014
Waddell, Smith, Magoon & Freeman, LLC January 2012 - May 2012
Grace & Associates. P.C January 2001 - January 2012
Skills
Tax, Tax Returns, Payroll, CPA, Auditing, Financial Statements, Income Tax, Internal Controls, Sales Tax, Tax Preparation, Partnership Taxation, Accountants, Corporate Tax, Accounting, Cash Flow
Education
Georgia State University 1997 — 2002
Masters, Taxation
Georgia State University
Bachelor of Business Administration, Taxation
Birnbrey, Minsk, Minsk & Perling August 2014 - Present
Carol R. Parr CPA January 2012 - Present
Frazier & Deeter, LLC February 2014 - August 2014
Stephen M. Berman & Associates October 2012 - February 2014
Waddell, Smith, Magoon & Freeman, LLC January 2012 - May 2012
Grace & Associates. P.C January 2001 - January 2012
Skills
Tax, Tax Returns, Payroll, CPA, Auditing, Financial Statements, Income Tax, Internal Controls, Sales Tax, Tax Preparation, Partnership Taxation, Accountants, Corporate Tax, Accounting, Cash Flow
Education
Georgia State University 1997 — 2002
Masters, Taxation
Georgia State University
Bachelor of Business Administration, Taxation
Jay Dickinson's Stephen M. Berman & Associates Experience January 1999 - May 2002
Job Senior Family Office Advisor at Synovus Family Asset Management
Industry Banking
Experience
Synovus Family Asset Management November 2003 - Present
Stephen M. Berman & Associates January 1999 - May 2002
Education
University of Georgia - Terry College of Business 2002 — 2003
Master of Business Administration (MBA)
Clemson University 1994 — 1998
Financial Management, Investments
Synovus Family Asset Management November 2003 - Present
Stephen M. Berman & Associates January 1999 - May 2002
Education
University of Georgia - Terry College of Business 2002 — 2003
Master of Business Administration (MBA)
Clemson University 1994 — 1998
Financial Management, Investments
Carolyn Kaplan, CPA's Stephen M. Berman & Associates Experience November 1996 - April 1997
Job Accountant III Capital Projects and Grant Accounting
Industry Accounting
Experience
City of Richardson, Texas August 2014 - Present
City of Richardson, Texas August 2008 - July 2014
City of Richardson, Texas September 2005 - July 2008
Agent/Brkr AAA Colorado May 1997 - June 2000
Stephen M. Berman & Associates November 1996 - April 1997
Unisys May 1981 - March 1988
Skills
Government, Financial Reporting, Accounting, Analysis, Account Reconciliation, Financial Accounting, Internal Controls, Financial Statements, Financial Analysis, Highly detail oriented, Goal Oriented, Accountability, Work Well Independently, Forecasting, Social Skills, Strategic Financial..., Problem Solving, Budgets, Policy, Strategic Planning
Education
The University of Texas at Dallas 2014 — 2016
Master of Public Administration (MPA) Certificate
Georgia State University 1993 — 1994
Bachelor, Business Administration, Accounting, 3.47
The University of Texas at Dallas 1992 — 1993
Accounting, 3.44
Richland Community College 1990 — 1991
3.57
City of Richardson, Texas August 2014 - Present
City of Richardson, Texas August 2008 - July 2014
City of Richardson, Texas September 2005 - July 2008
Agent/Brkr AAA Colorado May 1997 - June 2000
Stephen M. Berman & Associates November 1996 - April 1997
Unisys May 1981 - March 1988
Skills
Government, Financial Reporting, Accounting, Analysis, Account Reconciliation, Financial Accounting, Internal Controls, Financial Statements, Financial Analysis, Highly detail oriented, Goal Oriented, Accountability, Work Well Independently, Forecasting, Social Skills, Strategic Financial..., Problem Solving, Budgets, Policy, Strategic Planning
Education
The University of Texas at Dallas 2014 — 2016
Master of Public Administration (MPA) Certificate
Georgia State University 1993 — 1994
Bachelor, Business Administration, Accounting, 3.47
The University of Texas at Dallas 1992 — 1993
Accounting, 3.44
Richland Community College 1990 — 1991
3.57
Tricia Crupi, CPA's Stephen M. Berman & Associates Experience May 1993 - November 1995
Job Chief Financial Officer at Ray's Restaurants, LLC/Killer Concepts Management, Inc.
Industry Management Consulting
Experience
Ray's Restaurants, LLC, Killer Concepts Mgmt.,Inc,Rocky Creek Nursery, LLC July 2011 - Present
Killer Concepts Management Inc. March 1997 - July 2011
Innovative Restaurants November 1995 - March 1997
Stephen M. Berman & Associates May 1993 - November 1995
Skills
CPA since 1995, Food & Beverage, Strategic Planning, Team Building, Hospitality, Accounting, Budgets, Financial Analysis, Inventory Management, Income Statement, Microsoft Excel, Food, Microsoft Office, Restaurants, Management, Forecasting, Financial Reporting, Finance, Leadership, Operations Management, P, New Business Development, Auditing
Education
University of Florida 1988 — 1993
Master's Degree in Accounting, Specializing in Taxation
Ray's Restaurants, LLC, Killer Concepts Mgmt.,Inc,Rocky Creek Nursery, LLC July 2011 - Present
Killer Concepts Management Inc. March 1997 - July 2011
Innovative Restaurants November 1995 - March 1997
Stephen M. Berman & Associates May 1993 - November 1995
Skills
CPA since 1995, Food & Beverage, Strategic Planning, Team Building, Hospitality, Accounting, Budgets, Financial Analysis, Inventory Management, Income Statement, Microsoft Excel, Food, Microsoft Office, Restaurants, Management, Forecasting, Financial Reporting, Finance, Leadership, Operations Management, P, New Business Development, Auditing
Education
University of Florida 1988 — 1993
Master's Degree in Accounting, Specializing in Taxation
Lora Bishop Heckmann's Stephen M. Berman & Associates Experience June 1996 - January 1998
Job Accountant
Industry Accounting
Experience
local accounting firm February 2010 - August 2014
Strosahl & Co, CPAS, SC November 2000 - February 2003
Medical College of Wisconsin October 1999 - October 2000
Receivables Management Bureau February 1998 - September 1999
Stephen M. Berman & Associates June 1996 - January 1998
Initial Contract Services October 1995 - June 1996
Security Amirkhanian January 1994 - September 1995
Ernst & Young July 1990 - December 1993
Education
Miami University 1986 — 1990
Bachelor of Science (BS), Accounting
local accounting firm February 2010 - August 2014
Strosahl & Co, CPAS, SC November 2000 - February 2003
Medical College of Wisconsin October 1999 - October 2000
Receivables Management Bureau February 1998 - September 1999
Stephen M. Berman & Associates June 1996 - January 1998
Initial Contract Services October 1995 - June 1996
Security Amirkhanian January 1994 - September 1995
Ernst & Young July 1990 - December 1993
Education
Miami University 1986 — 1990
Bachelor of Science (BS), Accounting