Allan Bayer Email & Phone Number

Mission Viejo, California, United States

Mission Viejo, California, United States

Mission Viejo

Mission Viejo, California, United States

Membership Director of the Mission Viejo Camber of Commerce. The Membership Committee is dedicated to helping our Chamber members receive the most value from their membership. This committee has general oversight for welcoming new members, membership tier levels and investment, the ambassador program, educational programs, ribbon cutting celebrations, new member prospecting and preservation (retention). This committee also works in close cooperation with all other Board committees for the benefit of the general membership. ​

Newport Beach, California, United States

Laguna Hills, California, United States

Apollonian Accounting and Business Services assists companies of all sizes, from start-ups to small and mid-sized businesses, offering a wide range of financial accounting services. Your accounting, tax, and business consulting needs are unique to your industry, and your business works best when your accounting team has a deep knowledge of your business and financial goals. We act as your outsourced accounting partner that focuses on exemplary accounting, intimate client relationships, and customer service. We bring established credibility, technical expertise, and trust in our partnerships.As a one-stop-shop for your accounting and business services, you’ll have access to our comprehensive suite of offerings including, bookkeeping, accounting, interim financial statement review and preparation, cost accounting, business and individual tax planning, sales tax and other local tax preparation, business and individual tax returns, other accounting-related services, and business consulting.Ignition, HubSpot, FinancialCents, ShareFile, AdobeSign, Lacerte, QuickBooks Online

Orange County, California, United States

Orange County, California Area

Glenn B. Hetzel & Associates, CPAs provides a wide range of services to individuals and businesses in a variety of industries. At Glenn B. Hetzel & Associates, CPAs, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.Our professional services include:CFO ServicesR&D Tax CreditsTax Management ServicesAssurance and Advisory ServicesEstate and Trust Planning and Tax PreparationLitigation Support and Forensic AccountingBookkeeping/Write-upIRS RepresentationPayroll ServicesCash Flow and Budgeting AnalysisBusiness ValuationDebt and Finance AdvisingAccounting ServicesAudits, Reviews, and CompilationFinancial and Retirement PlanningQuickBooks Accounting Help and AssistanceEntity Selection and RestructuringComputer ConsultingEmployee Benefits, Pension, and Profit-Sharing PlansFinancial Projections and ForecastsMergers, Acquisitions, and SalesInternational TaxationProSeries, Corvee, Ignition, DocuSign, OfficeTools Pro, FileCenter, Adobe, Canva, Google Docs, Microsoft Office

Newport Beach, California

MinowCPA advises closely-held companies and their owners on financial reporting, internal control, capital raising, corporate strategy, acquisitions and restructurings by providing Wall Street financial engineering and Big 4 accounting expertise to your business, no matter the size, industry or complexity. In a litigation support capacity, the firm represented business owners, corporations, insurance companies and governmental agencies in dispute resolution.-Business development efforts, meeting with prospective clients, preparing fee quotes and proposals, and evaluating ultra high net-worth clients’ needs.-Focused on working with the firms privately held businesses and their owners to help them achieve their goals.-Identified Research and Development Tax Credits for new and existing clients.-Trust and Estate Planning for new & returning clients.-Built fixed assets tables for the Reviews & Compilations.-Project focused on allocated clients based on due dates and client expectations.-Reviewed and managed staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, Fiduciary, Non-Profit, multi State and payroll tax returns.-Reviewed financial statements for Corporations, Not for Profit entities, Partnerships, and Individuals, including workpapers, accounting and adjusting entries, bank reconciliations, and client books and records to find ways to improve their overall business.-Prepared and reviewed complex tax planning projections for individual and corporate estimated tax liability.-IRS, FTB, EDD correspondence for new & existing clients.-Set-up & processed Payroll & Tax Returns for new and existing clients with UltraTax CS, Rootworks, MoneyGuide Pro, Fixed Asset CS, QuickBooks Online, QuickBooks Desktop and Office 365

Orange County, California Area

Our firm is an award-winning national leader in the area of professional accounting, tax, and advisory services. We offer a robust line of offerings, support clients in all 50 states, and have built a reputation on helping individuals and business owners reach the next level of success. Focused on small to medium size businesses that are privately owned, real estate professionals wanting to expand their portfolio & high net-worth individuals.BOSS™—Back Office Support System:Tax Planning & Preparation:Accounting:Full-Service Payroll:Business Advisory:Business Consulting:QuickBooks Consulting:Strategic Tax Planning:Cost Segregation Studies:-Interacted with clients to provide advance tax planning and consulting services.-Performed in a proactive rather than reactive manner to client needs.-Communicate with tax authorities and clients in connection with correspondence.-Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed.-Preparation and review of tax work papers; including trial balances used for tax preparation.-Preparation and review of tax projection work papers for individual and business estimated taxes.-Perform tax research.-Manage multiple clients and production goals.-Strategic Tax Planning & Cost Segregation Studies-Participate in client engagements by providing corporate, partnership and individual tax services; devise, plan and execute tax strategies and research potential tax issues.-Prepare and/or review returns for corporate, partnership, or individuals, including federal, state and local tax return, estimated payments, and extensions.-Build relationships with existing clients, including involvement in networking and business development activities.-Provide both leadership and supervision to StaffProficient in Thomson Reuters CS Professional Suite - Ultra Tax CS, Planner CS, Practice CS, Fixed Assets CS & QuickBooks Online.

Irvine, California

Founded in 1979 and based in Irvine, Kushner, Smith, Joanou & Gregson, LLP, is a full-service accounting firm that offers audit, tax and consulting services to its clients—exclusive privately held companies based in Southern California, yet have operations in all 50 states. Most of our clients are in the fields of manufacturing, distribution, mortgage banking, aerospace, construction, not-for-profit and the food service industry. The firm’s client revenue ranges from five million to over one billion. We help companies grow their business with our mix of talented people, local service, and industry expertise. -Established & created new tax work papers for unaudited clients-Proficient in CCH ProSystems Tax Software-Engagement, BNA Fixed Asset Software, SurePrep.-Created Provision Schedules for tax returns, adjusting & closing journal entries-Review and Consulted with clients on final tax returns recommending ways of reducing tax liability.-Assisted in the recruitment of new tax staff interns and staff accountants.-Prepare & Review S-Corp, LLC, Partnership & C-Corp Tax Returns working along with Managers and Partners.ksjgcpa.com

Mission Viejo

Orchestrated staff client intake, outtake, and billing, including preparing tax provision schedules by reviewing, preparing, and consolidating provision schedules. Guided day-to-day, on-the-job training of staff and concluding engagements efficiently. Prepared many payroll tax returns, helping with entity set-ups and tax advisory work.Recommended specialized and highly effective tax strategies by thoroughly researching federal, state, and local taxation issues.Assessed the status of department staff work to identify any gaps, reviewed their progress and built bespoke training initiatives, and answered any questions.Maintained continuous compliance with regulations by regularly forwarding required information to federal, state, and local authorities.Revised intricate procedures by developing and streamlining procedures and worksheets for the calculation of tax provisions, greatly enhancing overall workflow.Prepared meticulous written review of Staff Accountants, and Semi-Senior Staff Accountants, offering recommendations to management to elevate organizational coordination.Selected to grow the client portfolio from 250 to 750 clients while being actively involved with essential professional networks.

San Clemente

Planned, prioritized, assigned, supervised, and reviewed the work of seasonal lifeguard personnel to maintain complete safety. Implemented discipline procedures and exemplified professionalism.Delivered critical contributions in the selection of XX new marine safety staff. Provided and/or coordinated staff training, ensuring a cohesive and attentive workforce.Conducted performance evaluations and enabled employees to reach their highest potential.http://www.ocregister.com/articles/bayer-160221-matulis-cpr.htmlhttp://www.firstaidcorps.org/2010/11/09/beachgoers-lifeguards-save-surfer-at-beach/#axzz3P2RCpjYY

Laguna Beach

Assisted in Preparing Monthly Financial Statements in accordance to GAAP Rules, Managed Accounts Receivable and Accounts Payable, Closed books to assist in preparing the corporate tax return.

Orange County, California Area

Established new client relationships providing tax forecasting for future years. Prepared fast accurate, and friendly tax returns. Prepared Individual, and small business for new & returning clients.

Living the dream - Go Gauchos!

Rancho Cucamonga, Ca

Responsible for product to be well presented & stocked for members. This included working with Management and Corporate making sure items were in the proper places for Vendor request.

Bachelor'S Degree, B.A. Business/Economics Accounting - Emphasis

Activities and Societies: Surf Club, Alumni Fund and MascotGraduated with a degree with Business/Economics with emphasis Accounting..

Business/Managerial Economics

Pre-Reqs for undergraduate degree

A.A, General Education

Activities and Societies: Waterpolo & Swimming