Lucas Polverino-Bredy
Encinitas,USA
Summary
Lucas Polverino-Bredy is a detail-oriented Finance graduate from California State University San Marcos (December 2024) with hands-on experience in Tax Accounting and HOA corporate tax preparation at a CPA firm. Known for a strong work ethic and proactive approach, I excel at delivering accurate financial insights, solving complex challenges, and supporting client needs. Skilled in building relationships and collaborating effectively with colleagues, I am eager to contribute my expertise and dedication to a dynamic team environment. 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
6
6
years of professional experience
Work History
Staff Tax Accountant
Newman HOA CPA
Carlsbad, California
07.2024 - 08.2025
- Prepared annual tax returns for homeowner's associations throughout the U.S.
- Experienced with form 1120-H
- Prepared returns for the following states: CA, NC, OR, MT, and VA.
- Reviewed financial statements to ensure compliance with tax laws and guidelines.
- Utilized accounting software for accurate data entry and financial reporting tasks.
- Analyzed client financial data to identify potential deductions and credits available.
- Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
Income Tax Preparer
Hanson Tax Services, Inc
Encinitas, CA
01.2020 - 05.2024
- Prepared Federal and State 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, CA12.2024
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
- Ultra-Tax
- Trouble-Shooting
- Experieced in forms: 1040 and 1120
- Other tax expertise in: W-2, 1099's, K-1, Sch A, Rental's, Stocks, businesses and many more
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 Course), 11/01/2020
References
Available upon request.
Languages
- English, Native/Bilingual
- Spanish, Limited
Timeline
Staff Tax Accountant
Newman HOA CPA
07.2024 - 08.2025
Income Tax Preparer
Hanson Tax Services, Inc
01.2020 - 05.2024
BBA - Finance and Accounting
California State University - San Marcos
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