Xiaoli Quispe, CPA

Qualifications Profile:

Financial Accounting Professional

Results-oriented and dynamic Financial Accounting Professional with experience within various business and

accounting industries. Excellent organizational skills and process/project abilities, with a strong attention to

detail. Consistent history of clear, external and internal communications and interpersonal skills and the ability

to build and maintain effective working relationships with management, coworkers and clients. Extensive

accounting and tax background in financial analysis and project management. Some of the highlights of my

career include:

Accounting: Coordinating and preparing internal and external financial statements. Providing

management with information vital to the decision-making process. Assessing current accounting

operations, offering recommendations for improvement and implementing new processes. Monitoring

operating cash requirements. Ensuring compliance with state and federal regulations. Coordinating and

managing the annual budget process. Providing monthly, quarterly and year-end analysis. Resourceful

problem solver with excellent financial analysis and control skills. Ability to apply financial theories and

tax research to solve complex problems.

Tax experience: 14 years of tax reviewing and 7 years supervisory experience on federal and state tax

returns. Industry specification involved in heavily in Oil and Gas Industry, Commercial Real Estate, International

distributor & Investor, Health Care Industry, and Professional Service Firms.

Expertise with computer software: Microsoft Office (Excel, Word, Outlook, PowerPoint, & Access),

QuickBooks, Lacerte, Pro-Series, Pro-System, CCH Engagement, Pro-Series DMS System and ATX, Checkpoint

Research, BNA Research and Wolf Oil and Gas Software, ProWare Trail Balance and Workpaper Plus etc.

PROFESSIONAL HIGHLIGHTS:

14 years of professional accounting experiences

Licensed CPA, over 9 years public accounting experiences in Texas and Colorado

Current Colorado Society of Certified Public Accountants, AICPA member.

7 years of supervisory experiences

Bilingual (English, Chinese )

EDUCATION:

Master of Art in Professional Accountancies Texas A&M University at Kingsville

2000-2002

Bachelor of Art in English Sichuan International Studies University

1993-1997

. Continued

Xiaoli Quispe, CPA Page 2 of 2

PROFESSIONAL EXPERIENCE

Tax Manager

The Seff Group 2015-Present

Tax:

Review various sizes of federal and multi-state individual, partnership, corporation, s-corporation

and fiduciary tax returns.

Consultation on quarterly tax projection, business start-up tax planning, and initial accounts setup,

working with professionals and their practices, closely-held businesses, high net income and net worth

clients, real estate and oil and gas industry, and international accounting and taxation.

IRS audit representation, IRS correspondence, multistate comptroller and workforce commission

correspondence, state sales tax filing, payroll compliance including payroll preparation, tax forms

filing and federal tax deposits, federal and state penalty and interest abatement.

Performing research on various levels of federal, state and international tax issues.

Training and reviewing from intern to senior level accountants on tax preparation and accounting.

Tax Manager

Singer Lewak LLP 2012-Present

Tax:

Review various sizes of federal and multi-state individual, partnership, corporation, s-corporation

and fiduciary tax returns.

Consultation on quarterly tax projection, business start-up tax planning, and initial accounts setup,

working with professionals and their practices, closely-held businesses, high net income and net worth

clients, real estate and oil and gas industry, and international accounting and taxation.

IRS audit representation, IRS correspondence, multi-state comptroller and workforce commission

correspondence, state sales tax filing, payroll compliance including payroll preparation, tax forms

filing and federal tax deposits, federal and state penalty and interest abatement.

Performing research on various levels of federal, state and international tax issues.

Training and reviewing from intern to senior level accountants on tax preparation and accounting.

Senior Tax Associate

Pulliam & Cable, P.C. 2007-2012

Tax:

Prepare and review various sizes of federal and multi-state individual, partnership, corporation, s-

corporation and fiduciary tax returns.

Consultation on quarterly tax projection, business start-up tax planning, and initial accounts setup,

working with professionals and their practices, closely-held businesses, high net income and net worth

clients, real estate and oil and gas industry.

IRS audit representation, IRS correspondence, state (TX, OK and LA) comptroller and workforce

commission correspondence, state sales tax filing, payroll compliance including payroll preparation,

tax forms filing and federal tax deposits, federal and state penalty and interest abatement.

Performing research on various levels of federal and state tax issues. Extensive oil and gas taxation

research in preparation of Texas annual oil and gas symposium.

Training and reviewing staff accountants on tax preparation and accounting.

Weaver and Tidwell, L.L.P. 2007

Tax:

Prepared complex personal tax returns 1040, business returns 1120, 1120S, 1065 and state returns.

Senior Accountant and Tax Accountant

L Randle Enterprises Inc 2004 2006

Accounting:

Prepared monthly, quarterly and yearly financial statements according to GAAP, Managed A/R,

A/P.

Provided business start-up services including preparing corporate books and corporate filing,

business plan and small business consultation, QuickBooks Training.

Contracted with an international motorcycle distribution company as their financial controller on

part time basis from April 2005 to April 2006.

Tax:

Prepared personal tax returns 1040, business returns 1120, 1120S, 1065 and state returns.

Prepared quarterly and annual state and federal payroll tax return 940, 941.

Provided consulting for individual and business tax planning

IRS audit and examine assistance

Financial Accountant and Tax Accountant

Synergetic Solutions 2002 2004

Accounting:

Prepared cash flow report

Maintained accounting records and fixed assets; prepare d variable rate loan amortization

schedules; analyzed realized and unrealized gains and losses on option trading; allocate d closing costs

between loan fees, bases, and adjusted loans for interest and escrow

Supervised and trained new staff accountants.

Tax:

Prepared Federal tax returns for corporations and high net-wealth individuals

Import/Export Department Associate

Chengdu Gold Tel Telecommunication Co. 1999 1999

Import/Export Department Associate:

Prepared bidding document for equipment export to South Asian countries. Professional translator

and interpreter.

Contacted international clients for travel accommodations, foreign currency transaction and visas.

Office Assistant Manger

Philipp Holzmann AG. Chengdu Office

Office Assistant Manager: 1997 1999

Professional translator and interpreter.

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