Kyle Amann Email & Phone Number

• Supervises timecard submission process and run control summaries for the payroll company.
• Reconciles the company bank accounts and track expenses to prepare accurate cost reports for multiple projects in production.
• Supervised the creation of the employee HR handbook and wrote the chapter in the production guidebook dealing with proper internal accounting and finance procedures.

Santa Monica, California

• Serves a diverse body of clients ranging from retired individuals to small charitable nonprofits.
• Research tax planning issues around trusts and help trustees and fiduciaries fulfill the terms of their trust agreements.
• Prepares rental schedules for owners of single-family residences, multi-family units, and short-term vacation rentals.
• Advises small business owners about proper record keeping and the rules around deductible expenses and depreciable business assets.

Greater Los Angeles Area

• Prepared taxes for any clients, including people with schedule C, schedule E, and K1 recipients.
• Achieved transition from Associate Tax Preparer to Master Tax advisor in three years.
• Piloted partnership program with Hulu preparing tax returns in their headquarters.
• Earned award for single highest year-to-year growth in revenue in the Western Los Angeles Region.

San Carlos CA

• Managed customer transactions and requests using integrated computer systems.
• Referred and educated customers on relevant consumer banking products that met their needs.
• Directed Start-of-Day and End-of-Day operations, including cash balancing and dual opening and closing procedures.