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.

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.
• 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.

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.
• 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.
• 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