Experience

Bazilio Cobb Associates

• United States
• Financial Services
• 1 - 100 Employee

• Tax Specialist

  • Sep 2011 - Present

   Specialize in preparing taxes for individual, Partnership, Corporation, S Corporation, Non- Profit organization, amended returns, e-file returns, extensions and quarterly payments.  Prepare multi- states tax returns and city tax returns for individuals and corporations based on certain states requirement meet.  Regular form 990 preparations include necessary schedules and 990 e- post card preparation.  California state exempt organization annual information return.  Experiences of preparing states Personal Property tax return.  Experiences of preparing compilation report.  Prepare federal and state year-end tax projection in order to assist individual clients with their quarterly estimated tax payments.  Review, analyze and response IRS notice.  Recommends tax strategies by researching federal, state and local taxation issues.  Documents financial transactions, prepares asset, liability and capital account entries by analyzing account information.  Identify unusual income and expenses items.  Exam and review transaction to ensure accuracy.  Organize and maintain financial records.  Capable to work on multiple projects simultaneously and meet the deadline.  Work for consulting department internally on DCOA project, interpreter orally and translate assessment survey questionnaires into Chinese. Gather seniors’ correspondence and suggestions to finish a summary report in order to help DCOA to provide a comprehensive and coordinated system of health for DC’s senior population.