Catherine V. Bautista, CPA
Redondo Beach
Summary
Tax professional known for high productivity and efficient task completion. Possess specialized skills in tax compliance, legislation interpretation, and financial reporting. Excel in complex problem-solving, effective communication, and critical thinking to navigate the complexities of tax law and regulations. Committed to maintaining up-to-date knowledge on tax codes to optimize filing processes and ensure accuracy.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Tax Expert
LegalZoom Tax
Los Angeles
02.2025 - Current
- Researched federal, state, and local laws to ensure compliance with regulations.
- Advised clients on tax planning strategies to minimize liabilities and maximize returns.
- Prepared and reviewed tax returns using CCH Axcess
- Managed client communications through Salesforce and a client portal.
- Created spreadsheets detailing income sources, deductions, credits, estimated payments.
- Collaborated with, and assisted other tax professionals in researching complex tax issues.
Tax Accountant
Ben Bautista & Associates, Inc.
Carson
02.2020 - 04.2023
- Conducted interviews with clients to gather tax documents and financial information
- Prepared and reviewed individual, corporate, and partnership federal and state tax returns using Drake Tax Software
- Calculated tax liabilities, refunds, and identified relevant deductions and credits
- Ensured accuracy and completeness of all tax forms
- Communicated clearly with clients to explain tax concepts and answer their questions
- Electronically filed tax returns and met all deadlines
Tax Associate
Green Hasson & Janks LLP
Los Angeles
10.2017 - 02.2020
- Prepared and reviewed individual, corporate, and partnership federal and state tax returns using CCH Axcess Tax Software
- Analyzed financial records and income statements to ensure accuracy
- Conducted tax research and identified relevant deductions and credits
- Communicated effectively with clients to gather necessary tax information
- Responded to client inquiries regarding tax matters
- Maintained accurate and organized client tax records
- Met deadlines for tax return preparation and filing
Education
B.B.A.Finance
Loyola Marymount University
Los Angeles, CA05-2017
B.S. Accounting
Loyola Marymount University
Los Angeles, CA05-2017
Skills
- Effective communication
- Deadline oriented
- Organization skills
- Attention to detail
- Multitasking capacity
- Accounting software proficiency
Certification
- Certified Public Accountant (CPA), American Institute of Certified Public Accountants — 2020
- License # 142532
Timeline
Tax Expert
LegalZoom Tax
02.2025 - Current
Tax Accountant
Ben Bautista & Associates, Inc.
02.2020 - 04.2023
Tax Associate
Green Hasson & Janks LLP
10.2017 - 02.2020
B.B.A.Finance
Loyola Marymount University
B.S. Accounting
Loyola Marymount University
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