Experience

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  Associated Income Tax Services

  • Visalia, CA, United States

  • Owner

    • Feb 2020 - Present
    • Visalia, CA, United States

    Tax Preparation Individuals & Small Businesses

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  World Wide Sires

  • Visalia, California

  • Senior Accountant

    • Oct 2015 - Feb 2020
    • Visalia, California

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  Noell Agnew & Morse

  • visalia,california

  • Senior

    • Oct 2011 - Sep 2015
    • visalia,california

    Auditing and tax preparation of several different types of companies including but not limited to manufacturing and agricultural companies. Working as the senior in charge on the audits and tax work while supervising staff on the engagement. Assists clients in preparation of GAAP prepared financial statements. Assisted a start up company in setting up their accounting systems, and getting processes in place to insure proper accounting. Assists clients with their year end accounting including journal entries for accrual basis and tax basis tax payers. The entries include recording 1031 exchanges, transferring partners interests, dissolving companies, and year end accrual entries. Preparation of payroll tax returns, property tax returns, quarterly estimates, and various fillings with taxing agencies.

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  SMLS Inc.

  • CPA

    • Jun 2009 - Oct 2011

    Prepared court accountings for trusts, and compiled and reviewed financial statements. Lead staff accountant on switching from a compilation to a review. Stepped in for emergency bookkeeping and trained new bookkeeper. Worked on several different inventory observations for a manufacturing company.

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  Westbrook Bastrire Edwards

  • Staff Accountant

    • Sep 2007 - Apr 2009

    Prepared tax returns for individuals, corporations, S corporations and fiduciary’s. Compiled financial statements for external purposes. Executed financial plans to help clients decrease their tax liability for upcoming tax year. Expert in the following programs Lacerte, CS Professional Suite, and QuickBooks.

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  Enterprise Rent-A-Car

  • Staff Accountant

    • Sep 2006 - Sep 2007

    Analyzed costs of 5 branches and worked with branch managers in managing those costs. Performed internal audits of branches throughout the Central Valley on a regular basis, to insure proper process were in place and made recommendation on areas for improvement. Met all deadlines for the accounting team consistently. Prepared and posted competent general ledger entries and became proficient in Excel.