South San Francisco, California, United States
Performance-driven tax and consulting professional with experience in resolving tax compliance issues, and optimizing efficient use of financial assets through tax planning for business, retirement, and estate planning, Demonstrated expertise in reviewing and preparing tax returns for high net worth individuals, trusts/estates, family investment corporations/partnerships, and private foundations. Have experience with the increase of foreign reporting requirements added onto taxpayers. Specialties: tax, financial planning
Los Angeles-based CPA and management consulting firm offering assurance and advisory, tax consultation, business management, SEC filing, SOX compliance, business valuation, litigation support and entrepreneurial business services to public and private companies, nonprofit organizations and high net worth individuals Review and prepare California and multistate individual, partnership, corporate, fiduciary, gift, and estate, nonprofit tax returns, along with related foreign entity-related disclosures, and miscellaneous business returns for franchise tax, payroll tax, sales tax and personal property tax; Tax planning, research, and accounting work for businesses, individuals, trusts, and nonprofit organizations; Resolve tax collection and audit matters with the IRS and state tax agencies; Assist upper management with the workflow of projects among partners and staff; Manage family and affiliated groups with their individual, real estate partnerships, and fiduciary accounting and tax compliance engagements; Lead role in Employee Retention Tax Credit consulting; Supervise, train and mentor staff on tax preparation and research, and career development; expand and market level of services offered to existing and prospective clients
Accounting firm providing its clientele with tax, accounting, and advisory services to individuals, businesses, and nonprofit organizations Managed family and affiliated groups with their individual, real estate partnerships, and fiduciary accounting and tax compliance engagements; Prepared California and multistate individual, partnership, corporate, fiduciary and nonprofit tax returns, along with related foreign entity-related disclosures, and miscellaneous business returns for sales tax and personal property tax; Tax planning, research, and accounting work for businesses and individuals; Resolved tax collection and audit matters with the IRS and state tax agencies
Offering an array of tax, financial planning, and accounting and bookkeeping services to accounting firms, individuals, and businesses including review and preparation of tax returns, tax planning, retirement and estate planning, representation before tax authorities, and research. Most recent projects included executive compensation tax planning, preparation of multistate returns involving FBAR and foreign entity disclosures, tax provision calculations (ASC 740), research tax and government incentives related to solar panel installations, forensic tax analysis related to offshore voluntary disclosure programs with the IRS and NY, estate accounting related to preparation of fiduciary and estate tax returns, and help resolve multi-state sales tax compliance issues for startup company reviewing Salesforce reports. Obtained in depth experiences with understanding the nuances of multistate tax laws and foreign informational and tax disclosures
Certified public accountants and business advisors who offer a broad range of auditing/accounting, corporate/individual tax, and business consulting services, primarily for the graphic arts and printing industry. Review tax returns for corporations, nonprofits, and high net worth individuals Provide tax research/planning on various issues to clients through tax projections, tax memorandums, mid-year and annual tax updates and tax handouts. Research current developments and changes in federal and state taxes that impact clients. Assist in special projects and audits Been the primary contact within firm on various tax planning/compliance issues; improved quality control in preparation of returns through better documentation of tax positions and training.
A premier full service business and high net worth individual advisory firm that provides tax consulting and compliance, accounting, financial and estate planning, and family office services Reviewed/prepared multi-state tax returns for high net worth individuals and related trusts, Provided tax research/planning on various issues. Researched current developments and changes in federal and state taxes that impact clients.