Licensed CPA

Senior CPA & Tax Strategist

Jan 2019 - Apr 2026 • 7 yrs 3 mos

Founded and lead a boutique accounting firm serving U.S. startups, small businesses, and international founders. Manage a team of 10+ CPAs and MBAs delivering end-to-end financial and tax solutions. Key responsibilities & achievements: • Prepared and filed 500+ Federal and State tax returns with 100% compliance and zero audit penalties. • Developed proactive tax strategies that saved clients an average of 15–25% in annual tax liability. • Handled US incorporation (LLC/C-Corp), EIN registration, and entity structuring for 100+ businesses. • Advised international clients on cross-border operations, tax treaties, and IRS compliance. • Set up and maintained accurate books in QuickBooks Online as a certified ProAdvisor. • Served as Virtual CFO, delivering financial reporting and strategic roadmaps to fuel client growth.

Accountant

Jul 2019 - Aug 2019 • 1 mo

Provided tax preparation, bookkeeping, and financial reporting services for a diverse client portfolio of individuals and small-to-mid-sized businesses. Key responsibilities & achievements: • Managed full-cycle bookkeeping and monthly financial statements for 50+ clients. • Prepared individual and corporate tax returns, ensuring accuracy and timely filing. • Reconciled accounts, managed payroll, and streamlined workflows using QuickBooks. • Collaborated with senior partners on tax planning and client advisory engagements. • Built strong client relationships, achieving a 95%+ client retention rate.