Evelyn Ruiz Olivier, Ea, Ctp Email and Phone Number
Effective Tax Strategies for Small BusinessesAs CEO at Wave Tax & Financial Solutions, I understand that managing finances andtaxes can be a daunting task for small business owners.That's why we are dedicated to providing tailored financial solutions that help yousave more and grow faster.Our team is committed to transforming the financial health of small businessesthrough comprehensive and personalized services.Our ApproachWe don’t just prepare your taxes.We partner with you to develop strategies that address all aspects of your financialneeds, from bookkeeping and payroll to comprehensive tax strategies.Our goal is to help you make informed decisions, minimize tax liabilities, andoptimize cash flow, ensuring your business thrives.Why Choose Us?● Holistic Financial Management: We cover all your financial needs, offering services in bookkeeping, payroll, and tax strategy to ensure your finances arealways in top shape.● Personalized Service: We take the time to understand your unique businesschallenges and goals, providing customized advice and solutions that align with your specific needs.● Industry Expertise: Specializing in industries such as construction, insurance, real estate investing, we have the knowledge to address the distinct financial challenges of these sectors.● Bilingual Support: Our team is fluent in both English and Spanish, ensuringclear communication and personalized service for a diverse clientele.With over 15 years of experience in strategic financial planning, advanced financialanalysis, and tax accounting, I am passionate about helping small businessessucceed.My educational background in Public Accounting, combined with certifications as an Enrolled Agent (EA) and a Certified Tax Planner (CTP), equips me with the expertise to offer proactive tax consulting and comprehensive financial management.My career has been dedicated to understanding the unique needs of small businesses and developing strategies that not only meet compliance requirements but also uncover potential savings and growth opportunities.By leveraging advanced financial analysis and strategic planning, I ensure that our clients receive the highest level of service and support.Our commitment to exceptional customer service and personalized attention sets us apart, helping your business thrive.Let's ConnectReady to transform your business finances?Contact me to discuss how Wave Tax & Financial Solutions can help you achieve yourfinancial goals. Together, we can build a stronger financial foundation for yourbusiness.
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Chief Investment OfficerWave Wealth LlcTampa, Fl, Us
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Chief Executive OfficerWave Tax & Financial Solutions Nov 2018 - PresentTampa/St. Petersburg, Florida AreaAs the CEO of Wave Tax & Financial Solutions, I have been leading our firm with avision to transform the financial health of small businesses through comprehensive, personalized, and innovative financial services.My role encompasses strategic leadership, client relationship management, and operational excellence.Highlights:● Strategic Financial Planning: Developed and implemented tailored financialstrategies that have significantly improved cash flow and financial health forour clients.● Growth and Expansion: Successfully guided the firm through various growthphases, expanding our client base and service offerings.● Client-Centric Approach: Fostered a culture of personalized service, ensuringthat each client receives tailored advice and solutions that meet their unique needs.● Tax Strategy and Compliance: Spearheaded proactive tax consulting servicesthat help clients minimize tax liabilities and make informed financial decisions.● Operational Efficiency: Enhanced firm operations through effective time management, advanced financial analysis, and process optimization.Responsibilities:● Leadership: Oversee all aspects of the firm’s operations, including strategic planning, financial analysis, and client service delivery.● Client Relationships: Build and maintain strong client relationships, ensuring high levels of satisfaction and trust.● Service Delivery: Ensure the delivery of high-quality services in bookkeeping, payroll management, tax preparation, and tax strategy.● Team Management: Lead and mentor a team of financial professionals, fostering a collaborative and high-performance work environment.● Bilingual Support: Provide services in both English and Spanish, ensuring clear communication and personalized service for a diverse clientele.Our commitment to exceptional customer service and personalized attention sets us apart, and I am dedicated to continuing to drive our firm’s success and our clients’ financial well-being. -
ManagerLiquor New Oferton Feb 2015 - Oct 2018Morón, Carabobo, Venezuela- Effectively led a seasoned team of partner managers and account coordinators.- Reduced overhead by taking on more responsibility with creative and administrative projects.- Prepared merchandise for the sales floor.- Wrote, negotiated and finalized sales contracts.- Reconstructed accounting records from clients checks and cash receipts.- Performed complex general accounting functions, including preparation of journalentries, account analysis and balance sheet reconciliations.- Shadowed employees to determine an accurate description of the duties and skills required for each position.
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BookkeeperComerint, Inc Jan 2018 - Aug 2018Tampa/St. Petersburg Y Alrededores, Florida, Estados Unidos -
Accountant AnalystIndustrias Venoco C.A. Feb 2009 - Feb 2015Guacara Carabobo State- Performed complex general accounting functions, including preparations of journal entries,account analysis and balance sheets reconciliations. - Analyzed and researched reporting issues to improve accounting operations procedures.- Cooperated with the engineering, manufacturing and corporate accounting to verify that quality standards were met. - Assisted clients with personal and corporate tax issues.- Budgeted active and propose project by accurately determining pricing, margins and risk factors.- Created and maintained precise and accurate models, charts and reports.- Consolidated financial data and materials for key dealership meeting.- Created quarterly earning presentations and monthly investor preparations. - Accounts receivable from customers and accounts payable to suppliers.- Payroll of employees. -
Audit InternEmpresas Polar Jul 2008 - Feb 2009San Joaquín, Carabobo State, Venezuela
Evelyn Ruiz Olivier, Ea, Ctp Education Details
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Frequently Asked Questions about Evelyn Ruiz Olivier, Ea, Ctp
What company does Evelyn Ruiz Olivier, Ea, Ctp work for?
Evelyn Ruiz Olivier, Ea, Ctp works for Wave Wealth Llc
What is Evelyn Ruiz Olivier, Ea, Ctp's role at the current company?
Evelyn Ruiz Olivier, Ea, Ctp's current role is Chief Investment Officer.
What schools did Evelyn Ruiz Olivier, Ea, Ctp attend?
Evelyn Ruiz Olivier, Ea, Ctp attended Universidad De Carabobo.
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