Patrick Brinzo
Nampa,USA
Summary
Tax professional with over four years of experience in preparing and reviewing individual, self-employed, and trust tax returns, ensuring accuracy and compliance. Completed all three parts of the SEE and applied for Enrolled Agent's License as of July 2025. Skilled in tax planning, client consultation, and proficient in Lacerte and QuickBooks Online. Aiming for professional growth towards CPA designation or tax attorney role.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Preparer
Joseph D. Brinzo, CPA
San Mateo, CA
05.2022 - Current
- Review and prepare individual, self-employed, and trust tax returns for a diverse client base, including retirees and simple income sources, ensuring accuracy and compliance.
- Manage complex multi-state tax filings, ensuring compliance across jurisdictions.
- Serve high-net-worth clients, delivering tailored tax strategies for complex financial portfolios.
- Prepare trust tax returns, ensuring compliance with federal and state regulations for estate planning clients.
- Conduct client interviews to identify deductions and ensure compliance, optimizing tax outcomes.
- Provide tax planning and projections, advising on retirement and estate strategies to maximize client benefits.
- Resolve technical issues in Lacerte tax software, ensuring accurate and timely filings.
- Support California sales and payroll tax filings using QuickBooks Online and Office 365, streamlining operations.
Tax Associate
H&R Block
Roseville, CA
11.2021 - 05.2022
- Prepared individual tax returns using Blockworks software, ensuring federal and state compliance.
- Conducted client interviews to capture income and deductions, enhancing return accuracy and client satisfaction.
Co-Founder & COO
C2S Contract Management Services
Roseville, CA
08.2020 - 12.2021
- Co-founded and registered an LLC for a construction subcontracting and project management service, overseeing operational setup.
- Designed and launched a professional website to enhance digital presence and client outreach.
- Developed three business plans with market analysis and financial projections to assess venture feasibility.
- Created logos and branding materials to strengthen client-facing identity.
Lead Administrator
Joseph D. Brinzo, CPA
San Mateo, CA
01.2020 - 04.2020
- Managed accounts payable/receivable and business deposits, ensuring accurate financial records.
- Digitized records and assembled tax returns, streamlining office processes.
- Performed administrative tasks using Office 365, supporting CPA firm operations.
Small Business Sales Representative
eHealth
Gold River, CA
07.2019 - 01.2020
- Licensed Health Insurance Agent (all 50 states), advising over 100 small businesses (2–50 employees) on benefits elections for health, dental, vision, and AD&D insurance, including multi-state solutions.
- Optimized coverage and tax strategies, enhancing client satisfaction and compliance.
- Handled sensitive data with confidentiality, maintaining regulatory standards.
Education
Bachelor of Arts - Community Psychology
William Jessup University
Rocklin, CA01.2017
Skills
- Tax preparation and review (individual, self-employed, trust)
- Tax software: Lacerte, Blockworks, QuickBooks Online
- Client consultation and interviewing
- Tax compliance and financial analysis
- Microsoft Office (Excel, Outlook, Word), Adobe Acrobat
- Accounts payable/receivable, office management
- Strong communication and customer service
Certification
- Enrolled Agent (SEE Part II Completed, Part III Scheduled for July 2025), Expected 2025
- California Registered Tax Preparer (CRTP), 2021–2024
- California Health Insurance License, 2019–2023
- 30+ Hours Annual CPE in Federal and California Tax Law, 2021–Present
Affiliations
- Lawncare
- Barbecue and grilling
- Hiking and outdoors
- Weightlifting
Languages
English
Native/ Bilingual
German
Elementary
Spanish
Limited
Russian
Elementary
Timeline
Tax Preparer
Joseph D. Brinzo, CPA
05.2022 - Current
Tax Associate
H&R Block
11.2021 - 05.2022
Co-Founder & COO
C2S Contract Management Services
08.2020 - 12.2021
Lead Administrator
Joseph D. Brinzo, CPA
01.2020 - 04.2020
Small Business Sales Representative
eHealth
07.2019 - 01.2020
Bachelor of Arts - Community Psychology
William Jessup University