Daniel Hale Email & Phone Number

San Rafael, Ca, Us

San Rafael, Ca, Us

*Client management; consulting and income tax planning for business, individual and trusts.*Supervise and mentor professionals for audits, consulting and annual tax return preparation.

Certified Public AccountantMS Taxation, Golden Gate UniversityProviding tax services and consulting for individuals, trusts and all business types.•Business formation, business planning and dissolution.•Individual tax liability planning and estimated taxes.•Audit representation – IRS, FTB, EDD, SBE, city and out-of-state sales, excise and income tax issues.•Multi-state tax filing for individuals and businesses.•Accounting services.•Real estate purchase, sale, exchange and foreclosure consulting.

• Implemented and completed conversion to paperless engagement software.• Preparation income tax returns.

• Preparation of individual, corporate and not-for profit income tax returns.• Team member for implementation of Pfx Engagement – electronic audit software.• Preparation of financial statements and notes.• Prepare year end accounting for financial statements and income tax returns.• Assist and conduct audits for profit and non-profit entities (A-133).• Assist and instruct staff level accountants.

BPM provided printed forms and forms inventory storage allowing clients to obtain volume price points. Consulting on form content and management of forms inventory. • Supervised staff of three to meet financial objectives and goals.• Preparation of financial statements and managerial reports.• Preparation of sales tax and business personal property tax returns.• Team member for conversion to industry specific inventory and accounting program.• Administered employee benefits, insurance, payroll and sales commissions.

Zen Systems contracted high-tech, software and hardware specialists.• Created a policy and procedures guide for the accounting personnel. • Implemented controls and procedures for the accounting department.• Supervised and trained accounting staff of four.• Directed the company's transition to a Business Works accounting program.• Reconciled balance sheet accounts and sub-journals to general ledger.• Processed weekly, bi-weekly, semi-monthly and monthly payrolls.

Essential Elements is a wholesaler of aromatherapy products. On-site blending and packaging.• Prepared internal financial statements and cash flow projections. • Prepared monthly and quarterly sales analysis reports and commission statements.• Reconciled accounts receivable journal and implemented controls. • Increased A/R collections by establishing credit and collection policies.• Recorded cash receipts, receivable adjustments and prepared deposits.• Managed accounts payable, cash accounts and management of credit line.

Ms, Taxation

Bs, Bus Admin