Tax Preparer / Enrolled Agent / Financial Planner

Clayton Cornhall

714-***-****

*********@*****.***

Summary: Second year Tax Preparer. Gather client’s income information, input client’s info into Tax software, communications with clients regarding Tax saving strategies. Initial review of prepared Tax Returns.

Experience:

RSC Accountancy, TAX PREPARER Feb 2024-Jan 2025

-Gathered and organized client income and expense statements.

-Prepared Individual Tax returns including SCH “C” & SCH “E.”

-Entered client info into Lacerte (Tax Software).

-Reviewed returns for errors & EFile submission.

-Prepared invoices for services rendered.

-Communicated with clients regarding their needs.

-Discussed Tax Saving strategies with clients.

-Internal Accounts Receivable.

Studied for Enrolled Agent License Sept 2022 – current

Pacific Advisors. FINANCAL PLANNER April 2020 – Sept 2022 -Comprehensive Financial Planning. -Using Investment and Insurance products.

-Client acquisition, data gathering,

design and implementation of a customized financial Plan,

with ongoing maintenance, and adjustments to that plan.

Trilogy Financial, FINANCIAL PLANNER Jan 2007-April 2020

-Comprehensive Financial Planning.

-Using Investment and Insurance products.

-Client acquisition, data gathering, design

and implementation of a custom financial Plan,

with ongoing maintenance, and adjustments to that plan.

LICENSES:

-Tax: Enrolled Agent – in the process (I have passed 2/3 sections)

-SECURITIES LICNESES:

Series 6; Series6.3; Series6.5; Series 7.

-INSURANCE LICENSE

CA Life and Health License

PROFESSIONAL DESIGNATION:

RICP® - RETIREMENT INCOME CERTIFIED PLANNER

SKILLS:

Lacerte; Public Speaking; Interpersonal communication.

Education:

University of California at Santa Barbara 2001

BS – Economics with emphasis in Accounting

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