Johnathon Miles | Brisbane Consulting Group, LLC

John is a senior analyst responsible for valuation, forensic accounting, and litigation support services for Brisbane Consulting Group, a wholly owned subsidiary of Lumsden McCormick. He has prior public accounting experience working in the tax department of a Syracuse CPA firm and has commercial sales experience working for an automotive firm for more than five years. In 2016 John earned the Accredited in Business Valuations (ABV) credential, which is granted exclusively to CPAs who demonstrate considerable expertise in business valuations through their knowledge, skills, and experience.

I. Income Tax Returns | 1:00pm – 2:00pm

• 1040, including sub-schedules | 1:00pm – 1:20pm
• Form W-2 | 1:20pm – 1:40pm
• Form K-1 | 1:40pm – 2:00pm

Break | 2:00pm – 2:10pm

II. Financial Statements | 2:10pm – 2:40pm

• Types of engagements | 2:10pm – 2:20pm
• Income statements, balance sheets, cash flow statements | 2:20pm – 2:30pm
• Notes to the financial statements | 2:30pm – 2:40pm