Ashley Petrie, Cpa, Ea, Mst Email & Phone Number

Placentia, Ca, Us

Remote

Specializing in tax preparation and planning for high net worth individuals, estates and trusts (Forms 706 and 1041), gift tax returns (Form 709), and exempt organizations (Forms 990 and 990-PF).

Remote

• Successfully manage a client list, consisting of high-net-worth individuals, corporations, partnerships, trusts, and exempt organizations. • In charge of all client-related correspondence, establishing and building client relationships, and offering tax advisory and preparation services. • Preparation of complex tax returns and projects, including multi-state apportionment (30+ states) for business entities• Work on a team to prepare a high volume of trust returns with a quick turnaround for one of the firm’s largest clients. • Assist clients with calculations for extension payments, AB-150, quarterly estimated tax payments, and year-end tax planning and projections. • Complex federal and state tax research utilizing CCH AnswerConnect, communicating tax research findings verbally and via tax-related memos.• Utilize Quickbooks Online and Desktop versions to assist clients with cleaning up their books for tax preparation. This includes reviewing the General Ledger, Balance Sheet, and Profit & Loss statements to check for variances and discrepancies and posting related adjusting journal entries.

Remote

• Worked part-time on a seasonal basis during two tax seasons preparing individual tax returns, consulting with clients, and signing over 75 returns.

Irvine, Ca

• Promoted within eight months of employment due to exceeding goals and demonstrating quality leadership.• Reviewed tax returns prepared by staff tax accountants, communicating review notes and related training. • Prepared staff training PPT presentations and presented to senior and staff level tax accountants. • Served on the firm’s leadership team, participating in annual leadership meetings to prepare for upcoming tax seasons and discuss areas for improvement and growth for the firm.• Served as a mentor to staff by holding monthly one-on-one coaching meetings with staff and representing them at management leadership meetings. • Prepared quarterly and annual compiled financial statements in accordance with GAAP and Income Tax Basis.• Managed the master client list and supervised staff completion of Forms 1099 by the filing deadline.• Assisted with the preparation of indirect tax filings, including sales and use tax returns and business property statements (571-L).

Irvine, Ca

Seal Beach, California, United States

• Upon graduating with a BA, successfully obtained an EA license and provided consulting and income tax preparation services to clients, specializing in ministers’ taxation and nonprofits.• Met with clients, prepared, and signed over 200 individual tax returns each year.• Tax research and client representation before the Internal Revenue Service and Franchise Tax Board.• Assisted six nonprofits and churches with monthly bookkeeping, bank reconciliations, payroll processing and related filings, and sales and use tax returns. • Managed company accounts receivable, billing, and collection efforts.• Supervised and trained three staff members, as well as lead weekly staff meetings. • Ensured the quality and work efficiency of staff members and communicate progress with supervisor.• Planned, implemented, and presented to management efficient business procedures to be used during tax season.

o Worked part-time while a full-time student o Served as the primary point of contact for all clients with an emphasis on building and maintaining client relationships.o Assisted in the preparation of individual income tax returns and tax research.o Handled bookkeeping and prepared financials, as well as payroll processing, billing, and accounts receivable.

Master Of Science (Ms), Taxation

Activities and Societies: Accounting Societyo Member of Accounting Society, Fall 2014 o GPA: 3.70 o Cumulative Accounting GPA.

Concentration In Accounting

Bachelor'S Of Arts In Business Administration, Accounting, Cumulative Gpa: 3.72

Activities and Societies: Volleyball Team

High School, 4.23 Gpa

Activities and Societies: Volleyball TeamGraduated Valedictorian