Caryn Jackson Email & Phone Number

California, United States

San Diego, CA

• Local CPA firm with high net worth individuals and privately held business clients
• Management of client engagements and primary contact with clients regarding tax matters.
• Preparation and/or review of tax returns including forms 1040, 1040NR, 1041, 1120, 1120F, 1120S, 1065, 990 and gift tax.
• Responsible for foreign reporting filings including forms 8938, FBAR, 5471, 5472, and 3520.
• Prepared and/or reviewed quarterly and year-end federal and state tax projections.
• Researched domestic and international US tax matters.

San Diego, CA

• Local CPA firm with high net worth individuals and privately held business clients
• Prepared 1040, 1040NR, 1041, 1120, 1120S, 1065, 990 tax returns. Primary contact with clientsregarding tax data. Evaluated results of operations compared to prior years’ results. Prepared quarterly and annual tax.
• Assisted Tax Manager with review of returns and development of junior staff, as needed.
• Researched tax issues.
• IRS and FTB correspondence.
• Prepared quarterly and annual Compiled Financial Statements.

Petaluma, CA

• Five year start-up ukulele wholesaler with annual sales of approximately $10M
• Designed and implemented company accounting procedures in agreement with GAAP. Recruited, trained, supervised, and evaluated accounting staff of 3 direct reports, clarified staff roles and responsibilities to maximize.
• Designed and performed monthly, quarterly and annual close process. Analyzed financial data andcommunicated results of operations to President, CEO, and other senior managers. Monitored progress and changes to keep.
• Streamlined domestic and international customer sales procedures to reduce error and inventoryshortages to increase customer satisfaction. Established credit policies and procedures to facilitate sales and minimize bad.
• Negotiated Line of Credit. Maintained communication and loan covenant requirements includingpreparation and submission of financial reports related to bank financing. Facilitated weekly cashmanagement and initiated.
• Developed tax projections and researched federal, state, and local tax issues. Presented financial reports and supporting statements to CPA firm for the preparation of the tax returns. Reviewed the prepared returns for.

Petaluma, CA

• Local CPA firm with high net worth individuals and privately held business clients.
• Prepared Personal, Corporate, S-Corporate, Trust, Partnership, and amended tax returns. Developed tax projections, researched tax issues, and corresponded with California Franchise Tax Board and Internal Revenue.

Southern California

• Prepared and reviewed Personal, Corporate, and Partnership income tax returns. Completed property tax returns. Prepared quarterly payroll tax returns, computed payroll deposits requirements, and payroll journal entries.
• Developed tax projections, researched tax issues, and corresponded with California Franchise Tax Board and Internal Revenue Service for clients.
• Preparation of compiled personal and corporate financial statements. Provided monthly bookkeepingservices and consultations utilizing Cyma and QuickBooks software.
• QuickBooks and Quicken software set up, including new user training.