Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
References
Timeline
Generic

Lucas Polverino-Bredy

ENCINITAS,CA

Summary

Lucas Polverino-Bredy is a driven and detail-oriented senior student at California State University San Marcos, set to graduate with a Bachelor's degree in Finance in December 2024. With a focus on Tax Accounting and Tax Preparation, I combine academic rigor with practical experience to deliver accurate financial insights and solutions. Known for my strong work ethic and proactive approach, I excel in tackling complex challenges and driving results that benefit the organization. I am also skilled in building relationships and collaborating effectively with colleagues and clients, leveraging my interpersonal skills to foster positivity and achieve mutual success in a professional settings. Eager to contribute my skills and dedication to a dynamic team environment, I am poised to make a positive impact in the organization.

Overview

4
4
years of professional experience

Work History

Income Tax Preparer

Hanson Tax Services, Inc
Encinitas, CA
01.2020 - 05.2024
  • Prepared Federal and Sate tax returns for clients.
  • Conducted in face interviews.
  • Prepared Income tax returns for individuals and corporations.
  • Analyzed financial statements including: Balance Sheets, Income statements, and Profit and Loss statements.
  • In-depth knowledge of the following tax forms: 1040, Schedule C, Schedule E, Schedule B, Schedule D, Schedule A, and many more.
  • Pro with Lacerte Tax Software.

Education

BBA - Finance and Accounting

California State University - San Marcos
San Marcos, CA
12-2024

Skills

  • Tax Software Proficiency
  • Income Tax Preparation
  • Tax Return Preparation
  • Individual returns preparation
  • Tax law expertise
  • Deadline-oriented
  • Tax planning strategies
  • Financial statement review
  • High accuracy
  • Data Gathering
  • Customer Service
  • 10-Key Data Entry
  • Lacerte Software
  • Trouble-Shooting

Accomplishments

  • CTEC Certified 01/01/21-Present
  • PTIN 01/01/21-Present
  • Member of the California Society of Tax Consultants 01/08/2021
  • Completed H&R Block Academy ( Income Tax Preparer Coarse) 11/01/2020

Languages

English
Native/ Bilingual
Spanish
Limited

References

References available upon request.

Timeline

Income Tax Preparer

Hanson Tax Services, Inc
01.2020 - 05.2024

BBA - Finance and Accounting

California State University - San Marcos
Lucas Polverino-Bredy