I help high net worth individuals, small businesses, and corporations by tax planning, analysis and preparation to find cash flow shortfalls and maximize on tax savings.
Overview
12
12
years of professional experience
Work History
Enrolled Agent/SeniorTax Consultant
11.2021 - Current
Providing high level tax strategy planning, preparation and analysis to small businesses, high net worth individuals, and corporations in entertainment and real estate
Currently managing a team of four tax preparers and administrative staff
Overseeing deadlines are met for the team and being responsible for all deliverables
Managing a portfolio of a 1,000 clients
Tax Manager
Brilliant Tax & Accounting Services, Inc.
Glendale, CA
01.2017 - 04.2020
Delivering a full range of tax services in compliance with laws and regulations within specific deadlines
Building relationships and interacting with high net worth clients to provide excellent planning, consulting, and expertise for S-Corps, C-Corps, LLCs, Trusts and Individuals
Providing innovative tax planning and reviewing complex income tax returns
Identifying and mitigating tax risks
Coordinating accounting staff and assessing their performance
Managing tax provision and tax compliance processes
Improving processes by developing or implementing best practices
Managing and coordinating tax audits
Preparing all tax papers in regular basis and handling all information data requests
Client Services Manager
Avenu Insights & Analytics
Centreville, VA
11.2017 - 11.2018
Providing market-leading revenue discovery, administration, recovery and consulting services to state and local agencies and jurisdictions
Managing business development in the Southern California region with a municipal client portfolio of approximately $5 billion in general revenue and 25 jurisdictions
Provide state of the art technological based reports on a quarterly basis to all clients with metrics to track Sales Tax Revenue, property tax revenue, as well as local business tax to come up with projections for future quarters
Cities and counties would rely on such reports for budgeting and forecasting to city officials and council members
Aiding finance managers and city managers in passing new legislation for revenue generating opportunities for cities, i.e
Cannabis tax consulting.
Tax Auditor II
City of Los Angeles- Office of Finance
Los Angeles, CA
11.2011 - 11.2017
Conduct, review, and process field audits of accounting and related records of corporations, individuals and business to determine accuracy of tax payments to the City of Los Angeles
Forecast income, revenue, and taxes based on past data and anticipated changes in marketplace for assessments of businesses
Examine and analyze all appropriate records, including journals, general ledgers, invoices, contracts, reports of CPAs and public accounting audits
Prepares detailed and complex working papers and consolidates findings on prescribed forms and excel spreadsheets
Explains appropriate ordinances, regulations and policies to officials and businesses being audited
Make recommendations on strategic financial decisions and suggestions on possible improvements in methods of accounting to ensure that requirements on tax filings are met
Represent organization in interactions/hearings involving financial matters with key clients, affiliate firms, authorized representatives and financial institutions
Has vast knowledge of laws, city charter provisions, ordinances, regulations, court decisions, City Attorney opinions, and policies & procedures of the Office of Finance