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Real Estate Customer Service

Nashville, TN
September 22, 2023

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**** ********* *****, ********* ** 95023 831-***-****


Real Estate Express

Real Estate License School

California Salesperson Real Estate License 2017

Southern New Hampshire University

BS.ACC.FAC BS Accounting w/conc in Forensic Acct/Fraud Exam 2014


National Notary Association

Licensing 2013

Notary Public

University of California, Fullerton

Certification 2013

Certificate for Professional Fiduciary Management for Trustees

University of California, Fullerton

Certification 2013

Certificate for Professional Fiduciary Management for Conservators

Monterey Peninsula College 2012

AS Accounting

Transfer to Southern New Hampshire University

H & R Block Tax Course 1998


Certified Tax Preparer

Central Coast College 1989


Certified Full Charge Bookkeeper


Dean’s Highest Honors, Monterey Peninsula College Spring 2008

Dean’s Honor’s, Monterey Peninsula College Fall 2008 – spring 2012


State of California

Department of Consumer Affairs

Professional Fiduciaries Bureau 2013

Professional Fiduciary

License# PF755

State of California

California Secretary of State 2013

Notary Public

Commission #2348995


Tina Thoits Realtor


Successful realtor with approximately $15 million in sales transactions, with certifications in Luxury Properties, Probate Real Esatate transactions, and Seniors Real Estate transactions. Handle all aspects of transactions such as pricing, marketing, negotiations, transaction paperwork and closings.

The Peninsula Fiduciary Group

Professional Fiduciary October 2013 – Present

Fiduciary services including Trusteeships, Conservatorships, Guardianships. Serve as trustee for Revocable, Irrevocable and Special needs trusts per trust instruments. Serving as trustee, I manage trust property to provide for quality of life for the Grantor while preserving the trust for the benefit of the beneficiaries and administer the trust upon disbursement. Serving as Power of Attorney for those who may or may not have capacity. Administering Estates upon death of Power of Attorney through either court order or Executor of Will. This position requires extreme attention to detail and understand government benefits and compliancy to insure clients receive benefits for which they are entitled, as well as, making sure that inheritances, income, gifts, personal property, etc.. does not jeopardize these benefits and they stay in compliance. Case Management - management of teams who provide services for client’s needs. Heavy analysis and problem solving skills when determining overall financial and physical condition of client, sustainability of their quality of life. Coordination and compliancy with government agencies, judicial system, attorneys. Asset management oversight, full service accounting needs including financial statement and budget per applicable law and requirements, tax return preparation, inventory and appraisals, personal property management.

Thoits Accountancy March 1989 – Present


Manage Client accounts by providing office administration and full accounting services. Accounting functions include A/P, A/R, collections, bank reconciliations, payroll, payroll tax deposits, payroll tax returns, employee benefits, journal entries, general ledger reconciliations and cash flow management. Audits, Federal and State tax coordination and preparation. Cultivate client relations, communicating financial information on a weekly and monthly basis. Review and analyze financial statements to manage personal and trust accounts. Ensure financial transactions and accounting processes meet current regulatory guidelines. Continuing coordination with CPA’s and Attorneys. Planned and administered project budgets to provide a detailed analysis of cost accounting to upper management. Directed staff performance by overseeing recruitment, hiring, and training initiatives as well as conducting performance evaluations for all administrative employees. Project and Clean up Accounting as directed by CPA. Directed front-office operations of accounting practice to ensure optimal customer service and business development through implementation of policy and procedure improvements

Donna R. Mendenhall, C.P.A.

Senior Staff Accountant March 1998 – October 2011

Prepared client accounting for individual and business clientele including accounts payable, accounts receivable, bank reconciliations, payroll, payroll tax returns, sales tax returns, payroll tax deposits, collections, month- and year-end journal entries, general ledger, and 1040 tax preparation. Project and Clean up Accounting as directed by CPA. Directed front-office operations of accounting practice to ensure optimal customer service and business development through implementation of policy and procedure improvements.

Monterey Peninsula Airport District

Administrative Assistant III/Staff Accountant

General Ledger & Financial Reporting – Prepared month and year end close for financial statements including income and expense reports. Reconcile month and year end bank accounts and ensure financial integrity and accuracy. Reconcile GL Accounts. Respond to inquiries from department managers, employees, government agencies and contractors. Assist with the administration of fixed asset and inventory control. Perform internal auditing and prepare date and coordinate with CPA for annual audit. Assist in preparation of annual budget. Reconciled, coded, validated and reconciled accounts balances to general ledger, assisted in the development of accounting/administrative department policy and procedure. Train and oversee the work of other accounting personnel in AP/AR/Payroll divisions. Audit and confirm accuracy of data entry of Accounts Payable, Accounts Receivable, Payroll divisions and post journal entries in general ledger. Verify, receive and post all cash receipts and ensure proper audit trails and internal controls. Review and verify documents and forms for accuracy, completeness and conformance to applicable rules and regulations. Investigate, analyze and prepare confidential and routine correspondence and reports on specific projects. Developed and maintained detailed financial (cost accounting) and budgetary reports for Airport Improvement Projects.


English – Native Language

American Sign Language - Intermediate


Monterey County Bar Association

National Guardian Association

Professional Fiduciary Association of California

AICPA – Junior Member

National Notary Association

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