Business Owner

• Nov 2021 - Present

Senior Tax Accountant

• Feb 2015 - Oct 2022

- Met with perspective clients to discuss tax planning and general consulting of business - Prepared corporate, partnership, individual, and trust income tax returns - Maintained or reviewed accounting for numerous accounting clients on a weekly, monthly, and quarterly basis. Industries served (not inclusive): Doctors, restaurants, real estate investors, construction, retail shops, etc. - Worked with trustees to produce trust financial statements in accordance with California Probate Code Sections 16062 and 16063 - Prepared quarterly/annual financial reports for third parties for loan qualification - Helped numerous small businesses successfully apply for PPP loan forgiveness, saving them over $2 million collectively - Empowered small business owners by establishing more efficient accounting procedures and training on new cloud-based technology - Oversaw production of a team of two to five junior associates to resolve problems and achieve reporting deadlines - Represented clients before the IRS in income tax audits Show less