RICHARD L STUCKI
Tucson Estates,AZ
Summary
Tucson, AZ PROFESSIONAL SUMMARY Detail-oriented Tax Preparer/Supervisor with 40 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
43
43
years of professional experience
1
1
Certification
Work History
Tax Manager
Hayes, McColloch & Vickerman CPA Group
Tacoma, WA
08.2022 - 10.2022
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
Tax Supervisor
SK Accountancy Corp
Alameda, CA
06.2021 - 06.2022
- Completed and filed returns with tax departments at local, state and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Interviewed [Type] clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Facilitated communication between clients and tax authorities.
Tax Supervisor
Cagawan And Associates, Inc.
Alameda, CA
01.2021 - 06.2021
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
TAX SUPERVISOR
RINA Accountancy llp
Walnut Creek, CA
12.2004 - 08.2020
- Prepared and reviewed all tax return entities, including Individual, C Corporations, S Corporations, LLC's, Partnerships, Fiduciaries, 990's, 5500's and Estate and Gift Tax Returns, including preparation of Form 706, Estate Tax Return
- Ran Prosystem tax software platforms including Prosystemfx, Axcess and Global(now defunct)
- Updated all the tax default information for Offices and tax entities, each year
- Transferred returns from one software to another, within Prosystem
- Corrected daily issues and problems with the tax software, including recovering lost tax data
- Was responsible for 120 Clients and their related tax returns for a total of 180 returns, each year
- Assisted on the preparation of 50 to 80 Returns that were not my responsibility, each year.
TAX SENIOR
Timpson Garcia, Llp
Oakland, CA
08.1979 - 12.2004
- Prepared returns including Individuals and C Corps for 100 Clients
- Was backup for Prosystem fx updating
- Prepared Compiled financial statements for Clients
- Assisted on Audits and Reviews in Clients Offices
- Assisted on the preparation of audit and review financial statements
- Prepared property tax statements.
Education
ASSOCIATE OF ARTS - ACCOUNTING
St George College
Skills
- Trained in tax software
- Strategize tax plans
- Tax calculations
- Taxpayer investigation
- Tax document preparation
- Tax Return Preparation
- Client Records Review
- IRS Correspondence
- Intuit QuickBooks
- Tax Form Completion
- Adjustments and Deductions
- Electronic Filing Software
Accomplishments
- Enrolled Agent, currently active
Certification
Enrolled Agent 33 years.
Have worked 100% remote for various California Tax Preparer Firms for 8 years now.
Moved from Bay Area, California, to Tucson, Arizona in late April, 2014. Have separate office in residence and Children are grown and so have been able to focus better in my Home Office than in a general office. Realization rate was as good or better when I began working 100% of the time, remotely, then when working in a 20 person Office in the Bay Area. After 6 years remote, laid off because of Covid-19. Next job left to work for former co-workers tax prep and bookkeeping Firm. Laid-off when tax prep and bookkeeping Firm was sold.
Timeline
Tax Manager
Hayes, McColloch & Vickerman CPA Group
08.2022 - 10.2022
Tax Supervisor
SK Accountancy Corp
06.2021 - 06.2022
Tax Supervisor
Cagawan And Associates, Inc.
01.2021 - 06.2021
TAX SUPERVISOR
RINA Accountancy llp
12.2004 - 08.2020
TAX SENIOR
Timpson Garcia, Llp
08.1979 - 12.2004
ASSOCIATE OF ARTS - ACCOUNTING
St George College
Enrolled Agent 33 years.
Similar Profiles
Ryley CampbellRyley Campbell
Fabrication Welder at Hayes Manufacturing GroupFabrication Welder at Hayes Manufacturing Group
Camille Martin-Jones, MBA, PMPCamille Martin-Jones, MBA, PMP
Director, Program Management Office at Hayes Group InternationalDirector, Program Management Office at Hayes Group International
CRISTINA CONTRERASCRISTINA CONTRERAS
Service Advisor at Hayes Truck GroupService Advisor at Hayes Truck Group