Stephanie Velinova
Accountant/ Tax Accountant
Studio City
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Accountant and Tax Accounting Professional with 22 years of extensive business and individual taxation experience with emphasis in most important areas in the business. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.
Overview
9
9
years of professional experience
Work History
Tax Accountant & Tax Advisor/ Consulting/Managing Consultant
Nord-Ost
Studio City, CA
April - Current
- Interacted with key client management to gather information, resolve tax-related problems, and discuss business and process improvements.
- Assisted clients with personal and corporate tax issues.
- Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Responded to tax authorities and IRS notifications to discuss tax matters.
- Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.
- Reviewed tax lots and identified potential loss strategies.
Senior Tax Accountant
Abbott, Stringham & Lynch Certified Public Account
Studio City, CA
01.2023 - 03.2023
- Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
- Identified potential tax issues and provided swift, effective solutions.
- Advisory Services, Knowledge for 2022 tax year thru classes with Spidell CPE lectures, Sequoia CPE and ASL University CPE classes for all current updates in the tax law. Prepare spreadsheets on Excel using advisory advice.
- A Local and Multi state Tax returns.
Senior Accountant/Tax Director
Diamond Living Estates LLC
LOS ANGELES, CALIFORNIA (CA)
09.2022 - 11.2022
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Fixing discrepancies with the reconciliation for the percentages between the investors during previous two years for partnership 1065 tax returns
- Prepare spreadsheets on Excel, Books’ and Tax review working with the company's EA.
Senior Accountant
Saffer and Flint Accountancy
Tarzana, CA
05.2022 - 09.2022
- Partnerships tax returns/1065 forms for two large restaurant’s chains with over 35 locations
- partnership tax returns for construction companies;
- Tax returns for the pharmaceutical industry, non-profit organizations, Trust Tax Returns, Delaware Holdings and investment companies, Individual tax returns, Gift Tax returns, Consolidated Tax Returns, Manufacture’s Tax Returns, Partnerships Tax Return, Prepare spreadsheets, Non-Resident Personal Tax returns. A Local and Multi state Tax returns.
- K-1s for the Owners; reconciliation between previous and current year
- Prepare Entertainment Multistate S corporations.
- Prepare FBAR form for an individual Tax return for a French investor with real estate properties in Los Angeles to report as a part time resident.
- Reconcile complicated tax returns on Excel using US GAAP rules and enter the reconciled tax returns, using Tax rules to the software
- Tax Analyses for the balance sheet and important accounts from P&L.
- Suggestions how to clean up A/P and A/R if outstanding invoices or bills.
- Help clients to open accounts with FTB and EFTPS accounts with IRS and pay the City Taxes.
- Research state and federal tax issues as they arise
- Compute tax depreciation of fixed assets for federal and state returns.
- Performed general ledger account reconciliations and generated updated financial documents.
- Reviewed and reconciled discrepancies in accounts and financial documentation.
- Managed and prepared journal entries and reconciliations to support general ledger closing activities.
- Use Yahoo Finance to analyze historical trends for activities related to equity.
- Prepare reports and accounting JE related to stock compensations and reconcile investments in the stock market for High profile clients on QB.
- Knowledge for employee stock purchase plans and equity grants used in the taxes, when employees exercise Incentive Stock Options (ISOs) and Non-qualified Stock Options (NSOs) and time when they sale their shares: date of the transactions, bargain element and taxation.
Tax Accountant/Manager of Accounts and Finance
Four at Beverly Green LLC
Los Angeles, CA
09.2021 - 04.2022
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Multiple Partnership’s tax returns /1065 forms using Lacerte Tax software for construction companies.
- K-1s distributed for the Owners’.
- Entered, Reconcile complicated tax returns on Excel.
- Review data, suggest questions for the missing information, prepare amended tax returns upon additional information
Senior Tax Accountant/Accounting Manager
SBT TAX
Orange, CA
08.2021 - 09.2021
- Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
- Handled accounting operations such as updating journal entries, pursuing collections and reconciling accounts.
- Prepared month-end closing entries for detailed reporting and recordkeeping.
- Reconciled and filed individual, fiduciary, non-profit organizations, amended tax returns, C- corporations, S corporations, partnership tax returns. Multiple state taxation
Tax Accountant
Platinum Financial Management
LOS ANGELES, CALIFORNIA (CA)
03.2020 - 07.2021
- Created P&L and Balance sheet for customers providing bank statements.
- Discussed tax projections and related estimated payments with clients.
- Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
- Accurately filed federal and state income taxes for large organization following strict deadlines.
- Responded to tax authorities and IRS notifications to discuss tax matters.
- Assisted clients with personal and corporate tax issues.
- Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.
- Remained up-to-date with state and foreign tax issues and current tax laws.
- Reviewed tax lots and identified potential loss strategies.
- Partnership’s tax returns /1065 forms. S-corps, C – corps, Non- profit Organizations. Entered, reconciled and filed individual, fiduciary, business and personal tax returns for clients from the entertainment industry, construction companies, Investors, non-profit companies, etc.
- Performing JE when it is necessary to correct the client’s books, or working on client’s books to prepare the information.
- Multiple state taxation, Canadian Tax returns, foreign companies.
- Reconciled investment accounts on QB.
- Work on desktop and online QB for some clients.
- Using DataFaction and DataImaging for tax information.
- Work for Hollywood Celebrities and other high-profile clients.
- Extensive experience with filing multistate partnership returns. Business management department supervisor. Review accuracy of 1099s, business licenses, 571L property statements and payroll tax returns prepared by business management staff.
Senior Financial Accountant
Los Robles Regional Medical Center
Ventura, CA
11.2019 - 02.2020
- Review, approve or send for correction all invoices for Los Robles Regional Medical Center and their five branches
- Prepare JL codes and process the invoices for payments.
- Work with Lawson, use HOST to verify the information, use On Base and Smart for PO number verification
- Reconciling month end for the Hospital using different spreadsheets using advanced Excel with PV tables and V-Lookup formulas to extract and finalize the numbers to report at the end of the month.
Tax Accountant
Mark W. Greenberg CPA Inc
Los Angeles, CA
04.2019 - 10.2019
- Entered personal tax returns
- Completed, entered, and reconciled business tax returns (S corporations and C corporations) and partnerships
- Updated tax information in QuickBooks
- Made journal entries to correct financial reports
- Worked with tax returns for non-residents, State & Federal taxation, foreign income tax
Tax Accountant
Laura L. Bushley & Associates CPA
Pasadena, CA
01.2019 - 03.2019
- Entered, reconciled and filed individual, fiduciary and business tax returns
- JE to QB if necessary to extract the correct P&L and Balance Sheet
- prepared consolidated financial statements as needed
- entered and reconciled dispositions
- State & federal taxation,
- Foreign (Canadian) Income tax, large consolidations, and multistate
- Prepare a tax return for a retailer with a marijuana business
Staff Accountant
Kedren Mental Hospital
Los Angeles, CA
08.2018 - 12.2018
- Reviewed vendor invoices, corrected duplicates and discrepancies and approved for a payment.
- Reviewed office receipts and entered to system/ approve for a payment.
- In charge of cash receipts, entering in system and reconciling.
- Track the payments and approve and present to the controller orders with reasonable prices.
- Prepare spreadsheets on Excel Business management department supervisor.
Accountant/ Tax Accountant
Bareket Barash CPA’s
City of Los Angeles, CA
09.2017 - 07.2018
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
- Accounting job using QuickBooks Enterprises; Entering checks; deposits; credit card reconciliation; bank reconciliation;
- Preparing Corporate and individual tax returns using Lacerte Tax Software, prepare Sales Taxes for California.
- Entering general journal entry when it is necessary.
- Provides professional and prompt attention to clients.
- Prepare consolidated financial reports, prepare and present the requested information to the Auditors.
- Filing Sales Taxes, sales quarterly tax reports and use tax, personal property tax,
- Process payroll and file payroll taxes, payroll quarterly reports,
- Local City License tax returns.
- Review accuracy of 1099s, business licenses, 571L property statements and payroll tax.
- Paying bills, preparing loan's documents.
- Solving questions with IRS.
- New Projects cost-effectively development.
- Prepares and maintains supporting documentation for monthly, quarterly and annual reports.
- Work on Consolidated financial statements.
- Managing day to day activities of the Staff Members.
- Cost Accounting.
- Preparing and analyzing finance reports.
- Overseeing accounts payable and accounts receivable.
- Month end and year end close; general ledger entries; all aspects of bookkeeping; cash management; payroll processing and ADP Payroll reports.
- Supervise Accounting Assistant.
Accountant
Eye Film Releasing Inc- Film Distributor
Beverly Hills
08.2014 - 08.2017
- Handled day-to-day accounting processes to drive financial accuracy.
- Analysis and researches
- Bank Reconciliation
- Maintenance of general ledger
- Calculate and provide supporting documents for year-end close accruals and journal entries
- Preparation of financial statements
- Prepare weekly draft payments and ensure timely payment
- Reconcile customer accounts
- Prepare 1099; Work with clients.
Education
Taxation
CTEC License
California Tax Education Council12.2012
BBA - Accounting
University of Economists
Varna, Bulgaria01.2000
Master of Science - Engineering
Technical University of Varna
Varna, Bulgaria05.1988
Skills
- Good Work Ethic
- Computer Skills
- Organizational Skills
- Planning & Organizing
- Problem Resolution
- Team Management
- Supervision & Leadership
- Flexible Schedule
Languages
Bulgarian
Native or Bilingual
Russian
Professional Working
English
Native or Bilingual
Timeline
Senior Tax Accountant
Abbott, Stringham & Lynch Certified Public Account
01.2023 - 03.2023
Senior Accountant/Tax Director
Diamond Living Estates LLC
09.2022 - 11.2022
Senior Accountant
Saffer and Flint Accountancy
05.2022 - 09.2022
Tax Accountant/Manager of Accounts and Finance
Four at Beverly Green LLC
09.2021 - 04.2022
Senior Tax Accountant/Accounting Manager
SBT TAX
08.2021 - 09.2021
Tax Accountant
Platinum Financial Management
03.2020 - 07.2021
Senior Financial Accountant
Los Robles Regional Medical Center
11.2019 - 02.2020
Tax Accountant
Mark W. Greenberg CPA Inc
04.2019 - 10.2019
Tax Accountant
Laura L. Bushley & Associates CPA
01.2019 - 03.2019
Staff Accountant
Kedren Mental Hospital
08.2018 - 12.2018
Accountant/ Tax Accountant
Bareket Barash CPA’s
09.2017 - 07.2018
Accountant
Eye Film Releasing Inc- Film Distributor
08.2014 - 08.2017
Tax Accountant & Tax Advisor/ Consulting/Managing Consultant
Nord-Ost
April - Current
Taxation
CTEC License
BBA - Accounting
University of Economists
Master of Science - Engineering
Technical University of Varna