Financial Advisor Tax Returns

Patrick T. Callahan

A seasoned and ethical professional who possesses strong organizational and prioritization abilities and the analytical, financial, and accounting skills necessary for operating effectively with diverse clients and businesses. A professional who places his client’s and his company’s interests first.

Relationship Banker

Wells Fargo, Marietta, Ga 07/23 – 06/2024

Provided Banking Services.

Client Outreach and Referrals.

Financial Reviews and Referrals to Financial Advisor. Financial Advisor

Thrivent Financial, Folsom, Ca 12/22 – 06/23

Help clients to determine their financial objectives within their risk tolerance.

Set up and manage client’s retirement and investment portfolios.

Prepare financial documents such as income projections and investment reports.

Perform market research to stay current with financial trends and viable investments.

Evaluate Individual, Business and Trust tax returns relative to client’s portfolio.

Prepare Federal and State Income Tax Returns.

Financial Advisor

Lincoln Financial Services, Folsom, Ca 04/21 – 11/22

Help clients to determine their financial objectives within their risk tolerance.

Set up and manage client’s retirement and investment portfolios.

Prepare financial documents such as income projections and investment reports.

Perform market research to stay current with financial trends and viable investments.

Evaluate Individual, Business and Trust tax returns relative to client’s portfolio. Senior Tax Accountant (Seasonal)(Concurrent)

Cara Watson Tax CPA, Sacramento, Ca 11/21 – 10/22

Collect and evaluate client’s financial and tax records.

Complete various Individual, Business and Trust tax returns.

Review tax returns for accuracy and completion prior to submission to appropriate government agencies.

Evaluate client’s qualified and non-qualified investments with regards to individuals, businesses and estates while making the appropriate recommendations.

Help clients to determine their financial objectives and tax strategies.

Qualified with Quickbooks and Pro Series products. Tax Accountant (Seasonal)

Duncan Tax / Duncan Law Inc., Roseville, Ca 02/21 – 10/21

Collect and evaluate client’s financial and tax records.

Complete various Individual, Business and Trust tax returns.

Review tax returns for accuracy and completion prior to submission to appropriate government agencies.

Evaluate client’s qualified and non-qualified investments with regards to individuals, businesses and estates while making the appropriate recommendations.

Help clients to determine their financial objectives and tax strategies.

Qualified with Quickbooks and Pro Series products. Profile

Summary

Experience

818-***-**** ******@*****.***

Patrick T. Callahan

Tax Accounting (Contract Engagement)

Good Faith Financial, Folsom, Ca 09/20 – 01/21

Prepare companies business tax returns.

Prepare and file payroll documents.

Evaluate and fund retirement accounts.

Update chart of accounts in Quicken.

Supervise document storage.

Financial Advisor

Edward Jones, Folsom, Ca 10/19 – 08/20

Help clients to determine their financial objectives and risk tolerance.

Help set up client’s retirement and investment portfolios including disclosures.

Provide documentation to clients and prospective clients.

Perform market research to stay current with financial trends and viable investments.

Evaluate Individual, Business and Trust tax returns relative to their portfolio.

Work on company approved marketing.

Chief Financial Officer

Arcstone Financial, Los Angeles, Ca 03/14 – 09/19

Prepared financial statements and reports. Reconciled all bank accounts and warehouse lines.

Prepared specialized reports for lenders and government entities (NMLS) as required.

Managed preparation of receivables, accounts payable, payroll and commission checks.

Filed all monthly, quarterly, and yearly payroll and commission tax forms.

Managed and executed on-boarding policies and personnel contracts.

Set up Roth and Traditional IRA accounts for subcontractors.

Evaluated prospective commercial client’s financials and tax documents.

Coordinated real estate and lending professionals during purchase transactions.

Set up and supervised 1031 exchanges and liquidations of capital assets.

Provided training for real estate and lending professionals. Chief Financial Officer

Foundation Financial, Woodland Hills, Ca 05/06 - 02/14

Compiled, prepared, and audited all financial statements and business returns.

Prepared specialized reports for lenders and government entities (NMLS) as required.

Represented company to all government and banking agencies.

Managed preparation of receivables, accounts payable, payroll and commission checks, ensuring accurate and timely payment within policy and cash flow allocations.

Filed all monthly, quarterly, and yearly payroll and commission tax forms.

Negotiated and maintained relations with investors and wholesale lenders.

Chaired the committees charged with creating and implementing quality control

and compliance procedures.

Managed and trained loan officers and support staff.

Proficient in QuickBooks, Pro Series, Microsoft, and LOS programs. Experience

(Continued)

Patrick T. Callahan

University of California at Berkeley, BA

Letters & Science

Advanced Contract Law Advertising Practices in RE

Managerial Accounting MBA Program Identity Theft Prevention

Microsoft Excel Complete Environmental Issues in RE

Quickbooks Complete Economic Trends in California

Broker Management and Supervision ECOA Laws

Federal & State Income Tax Law Risk Management

eSignal Trading Software Trust Fund Accounting

CTEC CE Mortgage Broker CE

Certified Tax Preparer License #: P02165198

Series 7 CRD #: 2768994

Series 6 CRD #: 2768994

SIE CRD #: 2768994

Series 66 CRD #: 2768994

Ca. Life and Health License #: 0B86793

Education

Continuing

Education

Licenses

Contact this candidate