Verified recordFinancial Services

Steve Pelmore

Vice President at Truxton Wealth & Tax Strategist at Truxton

Based in Nashville, United States

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Seniority

Other

Department

Other

Location

Nashville

Industry

Financial Services

Company size

104

Contact information

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Email

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s•••••••@truxtontrust.com

Phone

5 credits

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Background

About Steve Pelmore

I am a former Army Logistics Officer that transitioned into a Certified Public Accountant (CPA) with over 15 years of experience in various industries, including finance and accounting, volunteering, coaching, record keeping, organizing, and leadership. I have an impressive track record for taking on complex challenges and achieving exceptional results. My expertise includes taxation, financial reporting & analysis, budgeting & forecasting, internal audit control procedures, and general ledger maintenance. I possess excellent communication skills that help me interact effectively with clients and maintain solid organizational relationships. I have successfully collaborated with teams to develop creative solutions to financial problems while ensuring compliance with governmental regulations. I deeply understand financial data, federal and state tax regulations, and legal compliance. My strengths are my organizational skills, attention to detail, and ability to provide accurate records and reports promptly. I have a strong track record of delivering high-quality tax services that meet clients' needs and exceed their expectations. I am committed to maintaining a calm environment for dispute settlement, utilizing conflict resolution techniques to reach an agreement on contentious issues, resulting in a 90% success rate in settling disputes amicably and saving clients in interest and penalties. I also consult with clients to assess and mitigate future tax liabilities and determine eligibility for tax reduction, resulting in a 100% client satisfaction rate and average savings in clients' future tax liabilities.

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