Randolph E. Wey Jr., CPA, CFP®

Certified Public Accountant/Certified Financial Planner

Rutherford, New Jersey, United States Contact Info
304 followers 299 connections

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Tax-On-Time
Fairleigh Dickinson University

About

Specialties: Tax Preparation, Tax Problem Solving, Financial Planning, Life and Group Health Insurance

Activity

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Experience

  • Tax Professional

    Tax-On-Time

    - Present 13 years 7 months

    Responsible for preparation of federal and state income tax returns for individuals and small businesses. Also, provide bookkeeping services for small businesses.

  • Assistant Bookkeeper

    The Next Step Productions

    - 1 month

    Completed bookkeeping services for multiple businesses using QuickBooks. Responsible for inputting journal entries, preparing invoices, paying bills, and bank reconciliations.

  • Tax Assistant

    Tax-On-Time

    - 4 months

    Responsible for tax preparation, bookkeeping, scheduling and confirming appointments, and bank transactions.

  • Freeman Public Relations Graphic

    Office Assistant

    Freeman Public Relations

    - 2 years

    Completed variety of tasks including: word processing, excel spreadsheets, daily banking transactions, filing, and mass mailings.

Education

  • Fairleigh Dickinson University

    Certificate for Financial Planning Financial Planning and Services

    -

  • William Paterson University of New Jersey Graphic

    William Paterson University of New Jersey

    Bachelor's of Science Accounting

    -

  • Rutherford

    -

    -

Licenses & Certifications

  • Certified Public Accountant

    CPA (NJ Board of Accountancy)

    Issued
  • Certified Financial Planner Graphic

    Certified Financial Planner

    CFP Board

    Issued
    Credential ID 230199

  • Health Insurance Producer

    -

    Issued

  • Life Insurance Producer

    -

    Issued

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