Marco A. Lopez, Cpa Email & Phone Number

Irvine, California, United States

US-LATAM Tax Group specializes in providing boutique tax services to Entertainers (Music, TV, and Film), Executives, and Staff in the Entertainment Industry and Professional Sports. We are experts in working with international tax professionals in all of Latin America to align tax strategies to minimize the clients tax exposure in the United States.Our other passion is in guiding Entrepreneurial Artists and Athletes in creating the best corporate and tax infrastructure to maximize their wealth.

Orange

Perform financial analysis and accounting duties affecting several Chevron locations. Compile daily, weekly and yearly revenue reporting for the CEO with fuel volume sales performance, margins analysis, and review of competitive retail prices. Analyze proposed CEO price changes and send to regional managers at all locations. Guarantee compliance with federal, state, and local laws in auditing company-wide retail pricing.• Promoted growth by monitoring fuel volume trends, competitor prices, and Chevron dealer tank wagon pricing, reacting rapidly to competition and a changing business climate. • Provide CEO with analysis and insight of underperforming stations • Achieve 100% fuel dispute resolutions and maintain accurate inventory records and timely month-end closing• Spearheaded initial historical set-up of volumes, margins, and competition dating back to 2016 after effectively negotiating for OPIS PricePro software. • Facilitate multiple successful store takeovers, establishing a smooth transition via skillful data analysis and forecasting to obtain precise documentation. • Reduced monthly cash shortages within the first seven months and disputed credit card batches discrepancies by reviewing and improving cash control and internal audit procedures to minimize discrepancies while following SOX accounting guidelines. • Resolve billing errors, maintain inventory, and report all safety risks, working with maintenance dispatch team to relay known issues. • Collaborate with accounting department in closing the month by ensuring fuel invoices, credit card, and EFTs are reconciled and ousted accurately. • Run reports and improve processes through heavy Excel usage with a combination of advanced formulas, pivot tables and occasional use of Macros

Irvine, Ca

Supported operations serving multiple clients at a time and prepared returns 1120, 1120-S, 1065, 1040 and 1041. Ensured a high level of accuracy analyzing and entering work papers including trial balance and capital expenditures. Expanded financial services skills and valued fixed assets and recorded depreciation. •Demonstrated excellent communication and strong relationship building to contact governmental agencies to request information for clients. •Prepared clients financial statements for senior staff•Assisted clients with detailed tax research with prompt follow-up as approved by senior staff

Huntington Beach, California

Provided key leadership and supervisory support as an assistant manager at a $4M location as well as interviewing, hiring, and training personnel for seven stores in the franchise. Developed and mentored talented employees for advancement within the company, conducting bilingual leadership classes for employees to be promoted to trainer roles. Ensured peak productivity and proactively addressed issues, such as troubleshooting ISP and Point of Sales issues and ongoing issues at the site. Maintained a top-performing team, planning and conducting performance reviews for crew and management and reporting directly to owner-operator for special company projects. • Budgeted and accomplished monthly labor overhead goals of 19.20%, recognized for consistently applying extensive financial acumen and business expertise. • Successfully ensured cash plus/minus fell within guidelines by regularly auditing internal cash controls, frequently saving up to 15% from prior periods. • Drove compliance efforts and actively communicated with health inspectors and city officials to ensure restaurant always met local regulations.

Bachelor'S Degree, Accounting And Business/Management

Associate'S Degree, Business And Technology