Work Experience:
Senior Account March **** to Present
Sauer, Braime & Moss CPA’s
. Prepare, examine, or analyze accounting records, financial statements, or
other financial reports to assess accuracy, completeness and
conformance to reporting and procedural standards.
. Report to management regarding the finances of the company.
. Corresponded with the IRS and FTB on behalf of clients.
. Prepared income tax returns for individuals, partnerships and corporations.
. Preparation of personal property, payroll and sales tax returns.
Controller - Terry Farms 2015 to 2018
. Prepared journal entries as well as review of general ledger.
. Prepared financial statements.
. Reported to owner regarding the finances of the company.
. Analyze business operations, trends, costs, revenues, financial
commitments, and obligations, to project future revenues and expenses.
. Provided work papers and schedules to external auditors.
Staff Accountant 2013 to 2015
Irvine and Company (CPA’s)
. Prepare, examine, or analyze accounting records, financial statements, or
other financial reports to assess accuracy, completeness, and
conformance to reporting and procedural standards.
. Analyze business operations, trends, costs, revenues, financial
commitments, and obligations, to project future revenues and expenses.
. Provided external auditing and review services for businesses.
. Advise clients in areas such as compensation and employee health care
benefits.
. Corresponded with the IRS and FTB on behalf of clients.
. Tax planning for individuals and corporations.
. Prepared income tax returns for individuals, partnerships and
corporations.
. Preparation of personal property, payroll and sales tax returns.
Staff Accountant 1980 to 2013
Perry Hay LLP (CPA’S)
. Prepare, examine, or analyze accounting records, financial statements, or
other financial reports to assess accuracy, completeness, and
conformance to reporting and procedural standards.
. Analyze business operations, trends, costs, revenues, financial
commitments, and obligations, to project future revenues and expenses.
. Provided external auditing and review services for businesses.
. Advise clients in areas such as compensation and employee health care
benefits.
. Meet and corresponded with the IRS and FTB on behalf of clients.
. Tax planning for individuals and corporations.
. Prepared income tax returns for individuals, partnerships and
corporations.
. Preparation of personal property, payroll and sales tax returns.
Software Knowledge:
. Fast Tax
. Lacerte
. Wind Filer
. T Value
. Microsoft Excel
. Tax Tools
. Quick Books
. Word
Education:
I have a BS degree in business with an emphasis in accounting from California Lutheran University.
I have keep up to date on the current tax changes by attending one or two Professional Seminars a year.