Tina Burkett
Valley Center,CA
Summary
Tax Accountant specializing in income tax preparation and regulatory compliance at Wealth Compass Tax and Accounting. Demonstrated success in providing compliance solutions and educating clients on tax legislation. Proficient in LaCerte Tax Software and effective in client communication, facilitating smooth financial operations and favorable audit results.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Tax Accountant
Wealth Compass Tax and Accounting
Escondido, California
02.2017 - Current
- Prepared individual, estate, and partnership tax returns using LaCerte tax software.
- Analyzed financial data to ensure compliance with federal and state regulations.
- Educated clients on tax-related issues and changes in legislation.
- Managed client correspondence regarding tax notice inquiries and documentation requirements.
- Researched and implemented best practices with audits, by providing required documentation and information.
- Presented audit results to management teams, delivering information in non-technical terms for easy understanding.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
Full Charge Bookkeeper
JCOR Communications
Carlsbad, CA
- Managed full cycle bookkeeping and financial reporting processes.
- Reconciled bank statements and maintained accurate financial records.
- Processed payroll and ensured compliance with tax regulations.
- Completed sales tax returns accurately and timely each quarter.
- Reviewed and reconciled bank accounts, credit cards, and other general ledger accounts.
- Performed monthly closing procedures including journal entries and reconciliations of balance sheet accounts.
Education
Enrolled Agent # 138353
11-2019
Some College (No Degree) - Accounting
Washington State University
Pullman, WASkills
- Income tax preparation
- Tax document preparation
- Accounting operations management
- Tax credits and deductions
- Tax Audit procedures
- New business development
- Detailed analysis and problem resolution
- Bookkeeping practices
- Client communication
- Regulatory adherence
- Ethics and professional conduct
- Tax compliance expertise
- Skilled in LaCerte Tax Software
- QuickBooks proficiency
Certification
- IRS Enrolled Agent #138353
- Notary Public #2390739
Timeline
Tax Accountant
Wealth Compass Tax and Accounting
02.2017 - Current
Full Charge Bookkeeper
JCOR Communications
Enrolled Agent # 138353
Some College (No Degree) - Accounting
Washington State University
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