SENIOR TAX MANAGER
Kimberly Martinez is a Senior Tax Manager at Restivo Monacelli, an innovative tax, accounting and business advisory firm with offices in Providence, RI and Boca Raton, FL.
As a Certified Public Accountant (CPA) with more than a decade of experience, Kimberly manages client relations and leads a team of Senior and Staff Accountants on a variety of client engagements. She has profound expertise in preparing and reviewing state and federal corporate and individual tax returns, including multistate and consolidated returns, with a focus on small business entities, multifamily real estate investment entities and high-net-worth individuals. In addition, clients leverage her extensive knowledge of tax-related legislation under the Tax Cuts and Jobs Act (TCJA), including Opportunity Zone investments, as well as the CARES Act, involving Paycheck Protection Program (PPP) funding and forgiveness, Economic Injury Disaster Loans (EIDL) loans and Employee Retention Tax Credits (ERTC), to drive tax savings and ensure compliance.
Kimberly, who resides in Tampa, Florida, earned her Bachelor’s degree from Hofstra University and a Master of Science in Taxation from the State University of New York.
AREAS OF EXPERTISE
Tax planning, preparation and compliance for corporations, closely-held businesses and individuals, including high-net-worth individuals and families
New tax legislation strategies, opportunities and credits
Real estate closing procedures - recording of acquisitions, dispositions, 1031 transactions and debt financed distributions
Month-end closings, developing and maintaining books and records, performing bank reconciliations, evaluating trial balances, and providing analytics
Partnership agreements – review and ensure proper recording and treatment of activity
Analytical reviews of client budgets, bank covenants, audit and assurance engagements