Amanda Kays, CPA

Trader Tax Compliance, Accounting & IRS Representation Services

ROLE AT FIRM

Amanda Kays, formerly Amanda Smitson, joined our CPA firm in July 2008 and she is highly competent in tax, with a specialty in trader and investor tax, accounting and tax exam representation. Ms. Kays is a valued professional in our trader tax compliance practice and a key provider of our TradeLog accounting services used by many of our clients who actively trade securities. She is also a valued member of our IRS and state exam services team and she has fantastic results in helping to win exams, appeals and tax court filings. Ms. Kays is a mentor to many new CPAs for the firm.

PRIOR WORK EXPERIENCE

Performed audits of corporations and 401(k) retirement plans. Prepared and reviewed corporate, partnership and individual tax returns. Compiled and reviewed financial statements. Preparation and oversight of annual filings for retirement plans. Communicated with regulatory agencies to resolve various client situations. Performed tax planning and other consulting services to clients as needed.

McCauley, Nicolas & Co., LLC, Jeffersonville, IN
Monroe Shine, New Albany, IN

EDUCATION

Licensed Certified Public Accountant, Kentucky, #10405, July 2007
Bachelor of Science in Business, Indiana University Southeast
May 2005; Concentration: Accounting; 3.75 cumulative GPA, 3.9 major GPA
Member Beta Gamma Sigma honor society, Chancellor’s List
Associate of Science in Business, Indiana University Southeast, May 2002
Supplemental Instructor, Intermediate Accounting I: August to December 2003
Led two independent study sessions per week, 6-8 students
Indiana University Southeast, School of Business, New Albany, IN
Research Assistant, Dr. Douglas Barney: July to August 2003
Assisted with Journal of Business Disciplines, library and online research, grading, and filing

CPA LICENSE & PROFESSIONAL MEMBERSHIP

Kentucky Certified Public Accountant #10405 (www.cpaverify.org)
American Institute of Certified Public Accountants
Kentucky CPA Society