Los Angeles Metropolitan Area
A results-driven CPA and Tax Strategist with over 15 years of experience. I specialize in helping businesses minimize tax liabilities and optimize financial operations. Proficient in tax planning, audits, financial statement analysis, and addressing complex inquiries from federal, state, and local agencies, contributing to streamlined financial processes and compliance for diverse business clients. Focused on delivering tailored strategies to support organizational growth, the team emphasizes collaboration and precision in tax-related solutions. Adept at leveraging expertise to empower businesses to achieve financial efficiency, while maintaining a commitment to accuracy.
Commercial Real Estate Agent at MHPValue.com | Specialization in sales & acquisitions of Manufactured Housing communities nationwide | Get your free evaluation at MHPValue.com
Partner and Tax Strategist at Your Tax Team Specializing in helping businesses minimize their taxes.
-Review business tax returns and workbooks (1120S,1120,1065 tax returns) -Performed month end activities, journal entries and reconciliations -Supervised bookkeepers to ensure all financials were being booked correctly -Filed income tax extensions and estimated payments to help clients avoid penalties -Helped with responding to all tax related inquiries and notices from state, local and federal agencies -Examined and reconciled profit and loss statements and balance sheets before approving them to be relied upon for tax purposes
-Directed accounting functions for a growing embroidery and promotional products business resulting in the accounting department’s operations being streamlined with business objectives -Supervised two accountants and oversaw the general ledger, journal entries , account balances, financial analysis, and financial statements ensuring all deliverables were acceptable -Assisted management in completing annual budget and quarterly forecasts and supported 2011 and 2012 year-end audit process -Spearheaded expense reduction project ensuing a 30% reduction in costs from the prior year -Analyzed and reconciled major accounts, including cash accounts, accounts receivable, and accounts payable to ensure monthly balance of accounts
-Responsible for accounts payable ensuring invoices were paid on a timely basis and tracked all receivables to ensure all services billed for were paid for by insurers -Assisted management by providing support in the areas of research, development, implementation, project strategy, compliance, and other Canadian tax initiatives -Developed and managed external financial relationships (e.g., banks, insurers, auditors, lawyers) which allowed management to focus attention on business development -Analyzed and converted data into corporate tax returns and ensured their accuracy