Susan Winker Maline

Current Employers

Employment History

• 02/2023 → Present
  Avantax Planning Partners, Inc.
  North Platte, NE
• 09/1995 → Present
  Mcchesney Martin Sagehorn, P.C.
  North Platte, NE

Other Businesses

1) MCCHESNEY MARTIN SAGEHORN, P.C.; Secretary; Public accounting firm:Accounting and financial statements Payroll preparation income tax preparation; IR; HRS 130; HRS 90; 10/01/1995; 101 SOUTH CHESTNUT, PO Box 1269, North Plate NE 69103; Income tax preparation Accounting and compilation preparation Budget preparation Officer duties include - Oversee firm accounting and payroll, prepare firm income tax return, oversee preparation of any firm forms that need to be filedInteract with banks regarding loans and bank accounts. 2) AL'S ELECTRIC L.L.C.; Managing Member; Residential/Commercial electrical repair and new electrical installation and inspections; NIR; HRS 10; HRS 0; 04/14/2006; 3685 S Willow St, North Platte NE 69101; BookkeepingPrepare invoicesPrepare payroll and payroll tax returnsPrepare income tax returnscomplete workmen comp audits as needed 3) MMS FINANCIAL SERVICES, LLC; Member; Meeting clients. Provide assistance to Avantax Financial Associate with client; IR; HRS 5; HRS 5; 09/21/2009; 101 SOUTH CHESTNUT, PO BOX 1269, North Plate NE 69103; Responsible for monthly accounting functions.Prepare monthly financial statementsPrepare income tax returns. 4) PROFESSIONAL INVESTMENTS BUILDING PARTNERSHIP; Partner; Purchases commercial buildingsRents out office space to McChesney Martin Sagehorn, P.C. Rents out apartments to local tenants responsible for maintaining the facilities and grounds; IR; HRS 15; HRS 15; 05/13/1986; 101 SOUTH CHESTNUT, PO Box 1269, North Plate NE 69103-1269; Oversee monthly accountingPrepare financial statementsManage rental propertiesPrepare income tax returns 5) MMS SOLUTIONS LLC DBA INTEGRATED COMPUTER SYSTEMS; Member; Computer sales, maintenance and repair; IR; HRS 20; HRS 20; 10/08/1999; 121 South Chestnut St, PO BOX 279, North Plate NE 69103; I am the manager of this entity:Oversee technical staff activitiesProvide bookkeeping and accounting servicesPrepare income tax returns. 3) 308 BMX, INC.; Treasurer; Build a sanctioned BMX track in our community and operate the track for recreation and racing; IR; HRS 5; HRS 5; 09/02/2016; PO Box 1152, North Plate NE 69103; Pay billsRecord all transactions in accounting softwareWork with other board members in decision making.Provide financial information as needed. 4) AVANTAX PLANNING PARTNERS, INC. POSITION: Investment Advisor Representative NATURE: Works with clients' tax professionalsInvestment strategiesRetirement planningCash flow managementWealth management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/30/2023 ADDRESS: 101 S Chestnut St., Ste. 1, North Platte NE 69101, United States DESCRIPTION: Meetings with Avantax clients and Financial AssociateMaintain contact with Avantax clientsProvide assistance to Avantax Financial Associate with client questions and informationRecommendAvanax financialservices to tax clientsAssist clients with completing various? forms for Avantax? 5) MCCHESNEY MARTIN SAGEHORN, P.C. POSITION: Secretary/Treasure/Shareholder NATURE: Public accounting firm:Accounting and financial statementsPayroll preparationincome tax preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 90 START DATE: 10/01/1995 ADDRESS: 101 SOUTH CHESTNUT, PO Box 1269, North Plate NE 69103, United States DESCRIPTION: Income tax preparationAccounting and compilation preparationBudget preparationOfficer duties include - Oversee firm accounting and payroll, prepare firm income tax return, oversee preparation of any firm forms that need to be filedInteract with banks regarding loans and bank accounts.Responsible for hiring employees.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-18

Other Names

• Susan Cassandra Maline
• Susan Cassandra Winker
• Susan Winkermaline