Lacerte
Donel Fontil
Oakley,CA
Summary
Accomplished tax consultant with 9 years of experience in tax preparation, planning, and compliance. Proficient in various accounting software programs, including QuickBooks. Possess a strong understanding of tax laws, regulations, and industry trends. Skilled in financial record analysis and able to manage multiple client engagements simultaneously.
Overview
13
13
years of professional experience
1
1
Certificate
1
1
Tax Consultant
Work History
Tax Consultant
FLG Tax Consultants
11.2015 - Current
- Prepared accurate federal, state, and local tax returns for individuals and businesses within required deadlines.
- Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
- Reduced client tax liabilities by identifying applicable deductions and credits.
- Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
- Reviewed client financial statements to ensure proper classification of expenses for optimal tax benefits.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
- Completed and filed returns with tax departments at local, state, and federal levels.
Respiratory Care Practitioner
UCSF Benioff Children's Hospital Oakland
07.2017 - 08.2019
- Respiratory care in acute floors, PICU, NICU, PACU, Emergency department
- Assist patients with multiple chronic diagnoses, including COPD and asthma
Respiratory Care Practitioner
Stanford Children's Hospital
11.2013 - 04.2017
- Respiratory care in acute floors, and CVICU in a 311-bed hospital
- Advance life support, mechanical ventilation
- Aerosol therapy and bronchial hygiene, assist patients with multiple chronic diagnoses, and congenital illnesses
Respiratory Care Practioner
Children's Hospital Oakland
07.2012 - 05.2014
- Respiratory care in acute floors, PICU, NICU, PACU, Emergency department
- Assist patients with multiple chronic diagnoses, including COPD and asthma
Education
Certificate - Investment Banking
Investment Banking Institute
San Francisco, CA2014
MBA - Health Care Management
Davenport University
Grand Rapids, MI2012
Bachelor of Science - Psychology
Campbell University
Buies Creek, NC2007
Affiliations
- DRE, NAACC, NAR, CAR, CCAR.
Additional Information
- Interests and activities: Music, travel, sports, investment banking, real estate.
Software
ProSeries
ProConnect
ATX
Quickbooks Online
Timeline
Respiratory Care Practitioner
UCSF Benioff Children's Hospital Oakland
07.2017 - 08.2019
Tax Consultant
FLG Tax Consultants
11.2015 - Current
Respiratory Care Practitioner
Stanford Children's Hospital
11.2013 - 04.2017
Respiratory Care Practioner
Children's Hospital Oakland
07.2012 - 05.2014
MBA - Health Care Management
Davenport University
Bachelor of Science - Psychology
Campbell University
Enrolled Agent (EA), Real Estate Sales Agent, Certified Quick-books Pro-adviser, NAACC-Certified Financial Adviser, ADP payroll adviser.
Certificate - Investment Banking
Investment Banking Institute
Skills
- Payroll administration
- Tax compliance expertise
- Tax process automation
- Analytical skills
- Tax return preparation
- Tax software proficiency
- Tax return filing
- Corporate tax preparation
- Detail-oriented
- Corporate taxation proficiency
- Payroll tax management
Certification
Enrolled Agent (EA), Real Estate Sales Agent, Certified Quick-books Pro-adviser, NAACC-Certified Financial Adviser, ADP payroll adviser.
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