Princewill Achinulo
GARDENA,CA
Summary
Detail-oriented Tax Preparer with more than four (4) years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Certified Tax Preparer
Apex Financial And Tax Consultants
02.2021 - 05.2023
- Offered clients recommendations to reduce tax liabilities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared and filed individual, corporate and partnership tax returns using Ultra Tax software.
- Created invoices, adjusted entries and performed bank reconciliations in QuickBooks and Quicken.
- Prepared 1099 MISC form and cover letter for clients in CFS Payroll System.
- Prepared tax returns for audit by organizing supporting documents and comparing returns with receipts.
- Handled busy phones, assisted client review of tax returns and processed payments in a timely manner
Education
Bachelor of Science - Business Administration And Management
Universidad Autonoma Metropolitana
Mexico City05.2005
Skills
- QuickBooks proficiency
- Tax code knowledge
- Tax law compliance
- Tax return preparation
- Local, state and federal tax returns
- Tax reporting
- Verbal/written communication
- Interpersonal strengths
- Relationship building
Certification
- Certified Tax Preparer, CTEC - Current
- Certified data Analyst, Google
- Licensed Real Estate Agent - CBRE -Current
- P & C Broker - CDI - Current
Licenses
A real estate license typically allows individuals to engage in activities related to buying, selling, or leasing real property. Requirements vary by jurisdiction, but generally involve completing pre-licensing education, passing an exam, and meeting other state-specific criteria.
A Property and Casualty (P&C) broker license, on the other hand, pertains to insurance. This license enables individuals to sell property and casualty insurance policies, covering areas like home, auto, and business insurance. Obtaining a P&C broker license often involves completing relevant coursework, passing a state exam, and meeting any additional state requirements.
Both licenses are regulated at the state level, so specific requirements and procedures can vary. It's crucial to check with the relevant state licensing authority for the most accurate and up-to-date information based on your location.
Languages
Spanish
Full Professional
Timeline
Certified Tax Preparer
Apex Financial And Tax Consultants
02.2021 - 05.2023
Bachelor of Science - Business Administration And Management
Universidad Autonoma Metropolitana
Similar Profiles
Zienab Ali Said AssyZienab Ali Said Assy
Accountant Intern at A&B Consultants Accountants And Tax ConsultantsAccountant Intern at A&B Consultants Accountants And Tax Consultants
KELLY LYNNE TOMBLINKELLY LYNNE TOMBLIN
Administrative Assistant at APEX Rehabilitation ConsultantsAdministrative Assistant at APEX Rehabilitation Consultants
Wegdan AbdulrabWegdan Abdulrab
Temporary summer Intern at Apex Tax & AccountingTemporary summer Intern at Apex Tax & Accounting
David BecerraDavid Becerra
Building Engineer at CCS Facility ServicesBuilding Engineer at CCS Facility Services
KIEU PHUONG CAC LEKIEU PHUONG CAC LE
Student Worker at Special Resources Center – El Camino CollegeStudent Worker at Special Resources Center – El Camino College