Wendy Gagarin
Simi Valley,CA
Summary
Results-oriented Tax Manager with significant experience in tax preparation and compliance at Glickman Tax Solutions. Expertise in tax software and advanced bookkeeping, managing a variety of client portfolios to guarantee accurate financial reporting. Implemented streamlined processes that led to improved client satisfaction and operational efficiency. Noted for exceptional communication and organizational capabilities.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Manager
Glickman Tax Solutions
Thousand Oaks, California
02.2025 - 08.2025
- Reviewed and prepared corporate, trust, partnership, and individual tax returns accurately.
- Filed tax returns to ensure full compliance with regulations.
- Coordinated monthly reconciliation of bank statements and ledger accounts efficiently.
- Ensured accurate communication of tax return summaries, including refunds or liabilities owed.
Organized client records meticulously, safeguarding social security numbers and income data.
Owner
Wendy’s Accounting Services
Granada Hills, CA
01.2021 - 04.2025
- Operated independent accounting firm serving small business clientele with a focus on personalized service.
- Managed complete bookkeeping cycle via QuickBooks, encompassing daily transaction management and reconciliations.
- Managed payroll services for 15+ employees across diverse clients, ensuring adherence to tax deadlines.
- Provided expert tax planning and preparation services to individual clients.
- Sustained accuracy in all tax filings on a monthly and quarterly basis.
Accountant
Silverline LLP
Woodland Hills, CA
05.2021 - 10.2023
- Managed comprehensive tax preparation services for diverse client portfolio, including individual and business returns.
- Executed monthly bookkeeping operations and generated accurate financial statements for client decision-making.
- Administered multi-state payroll processing with specialized focus on Oregon state compliance.
- Utilized advanced accounting software to streamline financial reporting processes.
Tax Preparation Volunteer
VITA & TCE
Hayward, CA
01.2019 - 04.2021
- Achieved Advanced and Foreign Student IRS Certifications.
- Prepared accurate tax returns using TaxSlayer software for diverse client base.
- Provided detailed tax guidance to international students and low-income taxpayers.
- Maintained strict compliance with IRS regulations and documentation requirements.
Education
Bachelor of Science - Business Administration, Accounting
California State University
Hayward, CA05.2021
Skills
- Financial software knowledge
- Tax preparation services
- Payroll processing systems
- Expert in Microsoft Office
- Tax software knowledge in UltraTax, ProConnect Tax, and TaxSlayer
- Advanced bookkeeping practices
- Comprehensive financial reporting
Certification
Advanced and Foreign Student IRS Certifications
References
References available upon request.
Timeline
Tax Manager
Glickman Tax Solutions
02.2025 - 08.2025
Accountant
Silverline LLP
05.2021 - 10.2023
Owner
Wendy’s Accounting Services
01.2021 - 04.2025
Tax Preparation Volunteer
VITA & TCE
01.2019 - 04.2021
Bachelor of Science - Business Administration, Accounting
California State University
Similar Profiles
JENNA ALLENJENNA ALLEN
Executive Case Advocate at Tax Processing Solutions/Tax Relief AdvocatesExecutive Case Advocate at Tax Processing Solutions/Tax Relief Advocates
Nakia BradleyNakia Bradley
Tax Preparer/Customer Service at Colbert Ball Tax Service & Tax SolutionsTax Preparer/Customer Service at Colbert Ball Tax Service & Tax Solutions
Kevin RangelKevin Rangel
Tax Coordinator at Tax Processing Solutions / Tax Relief AdvocatesTax Coordinator at Tax Processing Solutions / Tax Relief Advocates
Charles HoganCharles Hogan
Restaurant Busser/Assistant Food Runner at Larsens's SteakhouseRestaurant Busser/Assistant Food Runner at Larsens's Steakhouse
Keira PascoliniKeira Pascolini
Team Member / Cashier at Dunkin DonutsTeam Member / Cashier at Dunkin Donuts