TLAccounting & Tax Services, Inc.

TLAccounting & Tax Services, Inc. We provide monthly, quarterly and yearly individual and business accounting and tax services. Tracy L.

Ansorge
Phone: (386) 233-8897
Email: [email protected]

Results-driven Accountant/Controller with 10+ years of experience in financial management including mergers and acquisitions and 20+ years of experience in tax and accounting services. Proven expertise in managing and overseeing financial operations. Strong organizational skills, very detail-oriented and job-focused. Professional

Experience:

2013-Current (Self Employed) Tax accountant, TLA Accounting and Tax, Inc.
•Monthly/Yearly bookkeeping and financial review for several clients via QuickBooks
Online.
•Prepare various individual and corporate tax returns.
•Prepare quarterly payroll tax returns.
•Tax planning as required.
•Consultations as necessary.

2/2020 – 6/2023 Group Controller, Consolidated Machine & Tool Holdings, LLC
•Managed financial operations for a multi-subsidiary manufacturing company.
•Managed the acquisition of 7 new subsidiaries in 9 months, including one foreign
acquisition.
•Implemented NetSuite and oversaw integration with multiple legacy ERP systems.
•Implemented a month-end close process, ensuring accurate and timely financial
reporting.
•Prepared and reviewed consolidated financial statements along with monthly reporting
package for leadership and bank reporting.
•Centralized and oversaw treasury management, maintaining 13-to-26-week cash flow
report and ensuring accuracy of all bank related reporting.
•Created a shared services team to centralize all aspects of AR, AP, Month End Close, and
treasury management.
•Developed and implemented financial policies, procedures, and internal controls to
enhance efficiency and mitigate risks.
•Oversaw inventory reporting and led year end physical inventory counts and
observations.
•Liaise with external CPA firm as necessary to facilitate year end audit, tax filings and other
compliance matters.
•Collaborated with cross-functional teams to optimize cash flow, reduce costs, and
maximize profitability.

1/2016 – 2/2020 Controller, LCP Machine, Inc.
•Supported the company's sale process to Consolidated Machine & Tool Holdings.
•Oversaw financial activities for a precision CNC manufacturing company, managing all
aspects of accounting, financial reporting, and budgeting.
•Led month-end close process, ensuring accurate and timely financial statements.
•Assisted with implementing inventory management system, resulting in improved
inventory accuracy and cost control.
•Oversaw inventory cycle counts and year end physical count.
•Assisted in development of and maintained financial reports to analyze job profitability
and identify areas for cost reduction.
•Prepared and reviewed financial reports, including balance sheets, income statements,
and cash flow statements.
•Oversaw payroll processing and ensured compliance with tax regulations.
•Liaise with external CPA firm as necessary to facilitate yearend review and tax filings.

2013-2015 Controller, Trivett Homes/Trivett Group LLC
•Supported opening of new companies under same owner of Wireless Wizard.
•Assisted with transactions to purchase property and recorded entries of purchases.
•Collaborated with the Owner to finalize contracts with home buyers, ensuring all financial
terms and conditions were accurately documented.
•Oversaw job costing processes to track expenses, labor, and materials costs, ensuring
projects remained within budgetary constraints and conducted ongoing analysis of
budget vs. actuals, identifying areas for cost savings and efficiency improvements.
•Produced detailed financial statements, including income statements, balance sheets, and
cash flow statements and presented to management.
•Managed accounts payable and accounts receivable functions, ensuring timely processing
and accurate recording of transactions.
•Conducted regular bank account reconciliations to ensure accuracy in financial records.
•Maintained open and proactive communication with company owners, home buyers and
subcontractors to provide regular updates on project budgets and progress.

2012-2013 Controller, Wireless Wizard, Inc
•Managed financial operations for a retail company with 33 stores, including budgeting,
forecasting, and financial reporting.
•Oversaw inventory management system, reviewing weekly reports for inventory turnover
and min/max levels.
•Oversaw payroll processing and ensured compliance with tax regulations.
•Prepared monthly financial statements and provided analysis to support business
decision-making.
•Collaborated with store managers to develop and monitor performance metrics.
•Supported the Company’s sale process to outside party.

2009– 2012 Senior Accountant, Brandan S. Perry CPA, PA
•Managed client engagements, performing tax planning, compliance, and financial
statement analysis.
•Prepared individual and corporate tax returns, ensuring compliance with tax laws and
regulations.
•Led month-end close process for clients, ensuring accurate and timely financial reporting.
•Conducted research on tax regulations and communicated findings to clients.
•Assisted in the development of tax strategies to minimize tax liabilities for clients.

2002 – 2009 Senior Accountant, Bolerjack, Halsema, Bowling& White, PA
•Provided tax planning and compliance services for small business clients, preparing
individual and corporate tax returns.
•Led month-end close process for clients, ensuring accurate and timely financial reporting.
•Prepared monthly compiled financial statements for clients.
•Assisted with conducting annual audits and reviews for clients. Education:
•Master of Accounting, Nova Southeastern University, December 2003
•Bachelor of Business Administration, Stetson University, May 2001

Skills:
•Financial Reporting and Analysis | Multi subsidiary consolidated financial preparation |
Budgeting and Forecasting | General Ledger Management | Month-end and Year-end
Close | Treasury Management| Inventory Management | Tax Planning and Compliance |
Payroll Processing
•Software: Microsoft Office Suite, QuickBooks, NetSuite, E2 Shop System, JobBOSS², Intuit
Proconnect, Creative Solutions -Ultratax

Professional Affiliations:
•Member, National Association of Tax Professionals

CE: 2024 Annual Federal Tax Refresher Course and Exam Certificate

"What areas qualify for the May 1, 2025, deadline?The May 1, 2025, deadline applies to taxpayers affected by FEMA disast...
04/13/2025

"What areas qualify for the May 1, 2025, deadline?
The May 1, 2025, deadline applies to taxpayers affected by FEMA disaster declarations issued during 2024. These include:

Taxpayers in the entire states of Alabama, Florida, Georgia, North Carolina and South Carolina"

IR-2025-41, April 4, 2025 — The Internal Revenue Service today reminds individuals and businesses in area covered by 2024 disaster declarations that their 2024 federal income tax returns and tax payments for tax year 2024 are due on Thursday, May 1, 2025.

Whether it’s making one extra connection, improving one process, or tackling one goal at a time, those little steps buil...
01/01/2025

Whether it’s making one extra connection, improving one process, or tackling one goal at a time, those little steps build the foundation for a successful year.

Here are a few tips to keep the momentum going:

✅ Reflect on last year’s wins and challenges.

✅ Set goals that push your business forward.

✅ Plan your priorities because a great year starts with a great strategy.

What’s one small step you’re taking today?

Share below!




🚨 BOI Filing Requirement Temporarily Suspended: Here’s What You Need to Know 🚨Following a recent federal court order, re...
12/31/2024

🚨 BOI Filing Requirement Temporarily Suspended: Here’s What You Need to Know 🚨

Following a recent federal court order, reporting companies are temporarily not required to file beneficial ownership information with FinCEN and will not face liability for noncompliance during this period.

However, they may still choose to voluntarily submit beneficial ownership information reports if desired.

You can learn more here: https://fincen.gov/boi

Have questions? Drop them below!




10/12/2024

IR-2024-264, Oct. 11, 2024 — Due to Hurricane Milton, the Internal Revenue Service today announced relief for individuals and businesses in 51 counties in Florida.

10/03/2024

Victims of in Alabama, Georgia, North Carolina, South Carolina and parts of Florida, Tennessee and Virginia, now have until May 1, 2025 to file various individual and business tax returns and make payments.

Learn more: https://www.irs.gov/helene

01/30/2024

The begins accepting tax returns today! Taxpayer help has expanded this year with more in-person hours, better service and improved tools. Read: https://ow.ly/bb7k50QvqRN

12/05/2023

Thieves are posing as charitable organizations to steal your money. For , the reminds you to check that the organization you’re donating to is legitimate.

Find out more: https://ow.ly/ZOsA50Q5JV7

If your business currently files W-2 and/or 1099 forms on paper (not electronically) make sure you see the new requireme...
11/08/2023

If your business currently files W-2 and/or 1099 forms on paper (not electronically) make sure you see the new requirement... 10 or more in total of both forms are required to be filed electronically.
https://www.irs.gov/forms-pubs/new-electronic-filing-requirements-for-forms-w-2

If you need any assistance or would like for us to file the forms for you, contact us anytime.

The electronic filing threshold for Forms W-2 (including Forms W-2AS, W-2GU, and W-2VI) has changed for the 2024 filing season, affecting 2023 Forms W-2 required to be filed in 2024. The threshold is now 10 or more returns and includes certain other information returns.

11/06/2023

Whether you’re purchasing a new or used car, take a look at the available tax credits for clean vehicles. See guidance at: www.irs.gov/cleanvehicles

11/03/2023

As we enter the season of giving, we may get multiple offers to give to worthy causes. Unfortunately, scammers could use this as an opportunity to steal money. Before you donate, use the Tax-Exempt Organization Search to verify the charity is legitimate.

Learn more: https://ow.ly/3yT850Q2mck

Address

Bunnell, FL
32110

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