Ivan Lopez Angulo
North Hills,CA
Summary
I'm a 2-year student and a sophomore at Csun University. I am a Results-driven student with 17 units to prove it my main focus is to finish college before my original graduation. Im a certified tax preparation professional with expertise in completing returns accurately and efficiently. Usually, a motivational volunteer is driven to help community support with proactive approaches. Also focused on helping service delivery to handle growing demands. A reliable team player committed to quickly learning new concepts and skills. A hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
3
3
years of professional experience
Work History
Vita Preparer
CSUN VITA
Northridge, CA
02.2024 - Current
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Guided financial decisions related to taxes.
- Calculated form preparation fees according to return complexity and processing time required.
- Computed taxes owed or overpaid for clients.
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Maintained accurate records of all client transactions and filings.
Volunteer
Wrestling Club, James Monroe High School
North Hills, CA
09.2021 - 11.2021
- Since the wrestling team in my old high school didn't receive money from the school, we had to work for equipment and other expenses by volunteering for an event that hosted college football games and paid our club under a different name
- They had us work various jobs which mine were being a cashier/parking lot helper in a way
- Which both required you to be outside of the stadium as the cashier would take people's cash or card, then give them a ticket and help them enter one of the gates around the football stadium which the parking lot helper would step in and navigate them how they would park and where to park as the parking spots were Majority on grass and fields.
Education
B.S. Accountancy - Accounting
CSUN
Northridge, CA06-2026
High School Diploma -
James Monroe High School
North Hills, CA06.2022
Skills
- Computer proficiency
- Communication skills
- Willingness to learn
- Time management skills
- Customer service Skills
- Problem-Solving
- Data Inputting
- Financial Transactions
- Payment Processing
- Organizational Abilities
- Inventory Verification
- Tax Code Knowledge
- Recordkeeping And Documentation
- Document Preparation
Languages
- English
- Spanish
Awards
- CSUN Dreamers Scholarship-FT
- State University Grant - Dream
- State Univ Grant Dream Supply
- Cal Grant B Access - Dream
- Volunteering at after school activities/events
Volunteer
- Supervised a group of cashiers in a parking lot, Managed a team of 8 cashiers ranging from the ages of (17-60).
- Divided them accordingly to deal with heavy traffic during rush hours of 5-8, Having a Constant flow of cars so we could maintain the traffic and people to a suitable balance of time and patience, Was able to finish on time and have the traffic moved to another location.
Vita Tax Preparer
- Getting to the location in 30 minutes before Appointments arrive
- Setting up the tables, and chairs, cleaning, moving furniture
- Being able to handle multiple clients at once at intake while being nice and organized
- Knowing how to input data into e-filing
- dealing with language barrier
Timeline
Vita Preparer
CSUN VITA
02.2024 - Current
Volunteer
Wrestling Club, James Monroe High School
09.2021 - 11.2021
B.S. Accountancy - Accounting
CSUN
High School Diploma -
James Monroe High School
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