Lucio Barbalho, CPA

Audit Supervisor at Edelstein & Company LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Framingham, Massachusetts, United States, US
Languages
  • English Native or bilingual proficiency
  • Portuguese Native or bilingual proficiency
  • Spanish Professional working proficiency

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Bio

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Credentials

  • Certified Public Accountant
    State of Massachusetts
    Dec, 2015
    - Nov, 2024

Experience

  • Edelstein & Company LLP
    • United States
    • Accounting
    • 100 - 200 Employee
    • Audit Supervisor
      • Jan 2020 - Present

    • Senior Audit Associate
      • Jul 2018 - Dec 2019

    • Audit Associate
      • Aug 2016 - Jun 2018

  • RSM US LLP
    • United States
    • Accounting
    • 700 & Above Employee
    • Assurance Associate
      • Oct 2015 - Aug 2016

  • RSM US LLP
    • United States
    • Accounting
    • 700 & Above Employee
    • Assurance Intern
      • Jun 2014 - Aug 2014

  • University of Hartford
    • United States
    • Higher Education
    • 700 & Above Employee
    • Student
      • Aug 2010 - May 2014

  • James D. Jepeal CPA, LLC
    • Accounting Assistant/ Intern
      • Jan 2013 - Apr 2014

      •Responsible for organizing, reviewing, and preparing schedules in order to assist in the proper and accurate preparation of personal tax returns for clients. •Developed thorough understanding and practice in electronically filing individual tax returns through Lacerte Professional Tax Software.•Organized and recorded the payments made and payments received by separate business entities owned by clients. •Responsible for organizing, reviewing, and preparing schedules in order to assist in the proper and accurate preparation of personal tax returns for clients. •Developed thorough understanding and practice in electronically filing individual tax returns through Lacerte Professional Tax Software.•Organized and recorded the payments made and payments received by separate business entities owned by clients.

  • RSM US LLP
    • United States
    • Accounting
    • 700 & Above Employee
    • Participant
      • Jun 2013 - Jun 2013

  • KPMG
    • Canada
    • Accounting
    • 700 & Above Employee
    • Participant
      • May 2013 - May 2013

      Participated in summer leadership program. Exposed to the various aspects of working in public accounting with a general overview of careers in audit, tax, and advisory. Participated in summer leadership program. Exposed to the various aspects of working in public accounting with a general overview of careers in audit, tax, and advisory.

Education

  • Northeastern University
    Master of Science (MS), Accounting
    2014 - 2015
  • University of Hartford
    Bachelor of Business Administration (B.B.A.), Accounting and Finance
    2010 - 2014

Community

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