Pati De Palma

Pati De Palma Email and Phone Number

Company Owner at DBS Financial Services, Inc. @
Pati De Palma's Location
El Cajon, California, United States, United States
Pati De Palma's Contact Details

Pati De Palma personal email

About Pati De Palma

Pati has years of professional experience. She has spent her professional career in the tax industry specializing in servicing small businesses. Forming DBS Financial Services, Inc. in 2007, Pati brings to her company a strong commitment to her clientele, offering superior knowledge and expertise. A graduate of San Diego State University (2018) with a Bachelor of Arts in Women's Studies, she fulfilled a long time goal of completing her education at the university she began her college career at. Her education in the field of Women's Studies arose out of her passion for women's rights, social justice and a desire to serve her community. First beginning her career at her family's firm in the San Gabriel Valley area of Los Angeles County. Pati gained knowledge and specialized skills in small business income tax preparation. As part of her commitment to the success of small business owners, she has competently trained over 150 companies in QuickBooks software as part of the Professional Advisor program. Pati also gained corporate tax experience by spending three years at a national retail chain with over 500 locations nationwide. She was one of two tax accountants for a company listed by Fortune 500 as #13 fastest growing business. After leaving corporate life, she went to work for a fast paced CPA firm in Pasadena, CA where she assisted in the tax preparation of more than 800 individuals and small businesses during the tax season. Providing accounting services to a number of entertainment clients in the Los Angeles area as well. Volunteering is an important part of Pati's life. She has volunteered with Girls Scouts of America and PTA, and now volunteers instructing refugee women in self-defense, financial well-being and empowerment. Married for over thirty years, she is the mother of two talented young women, and the grandmother of one adorable grandson. She enjoys reading, fishing, painting, gardening, traveling and spending time with family.

Pati De Palma's Current Company Details
DBS Financial Services, Inc.

Dbs Financial Services, Inc.

Company Owner at DBS Financial Services, Inc.
Pati De Palma Work Experience Details
  • Dbs Financial Services, Inc.
    Company Owner
    Dbs Financial Services, Inc. Jul 2007 - Present
    San Diego, Ca
    • Income tax preparation: corporations, partnerships, individuals, non-profit and fiduciary• QuickBooks consulting and training • Full charge bookkeeping services • Financial statement preparation, account reconciliation• Sales, payroll, property and business tax returns• Forensic accounting
  • Gary Margolis Accountancy Corporation
    Tax Accountant
    Gary Margolis Accountancy Corporation Dec 2004 - Jul 2007
    Pasadena, Ca
    • Preparation of individual, partnership, corporate income tax returns, • High volume of individual returns (700-750 per season) • Bookkeeping (QuickBooks) consultations/training• Full charge bookkeeping at client locations as requested. • Confidential entertainment industry bookkeeping/business management services• Performed account reconciliations• Preparation of financial statements/reports.• Assisted in firm’s business management division• Preparation of… Show more • Preparation of individual, partnership, corporate income tax returns, • High volume of individual returns (700-750 per season) • Bookkeeping (QuickBooks) consultations/training• Full charge bookkeeping at client locations as requested. • Confidential entertainment industry bookkeeping/business management services• Performed account reconciliations• Preparation of financial statements/reports.• Assisted in firm’s business management division• Preparation of payroll, worker’s compensation, sales tax and property tax forms. Show less
  • Tc Tax Service
    General Manager
    Tc Tax Service Nov 2002 - Dec 2004
    Temple City Ca
    Provided full charge bookkeeping services for small businesses. Provided income tax preparation and consulting to individuals, businesses and corporations. Prepared approximately 600 returns per season
  • Hot Topic
    Tax Accountant
    Hot Topic Jul 2001 - Nov 2002
    City Of Industry, Ca
    • Represented Company in audits by state agencies (Sales and Excise)• Maintained General Ledger for all tax liability and expense accounts, including account reconciliation• Prepared 60 sales tax returns on a monthly basis-430 stores in 48 states• Prepared Business License returns for store locations, both new stores and renewals • Prepared Personal Property statements for all store locations
  • Bruno Tax Service-Recordkeepers
    Manager And Senior Accountant
    Bruno Tax Service-Recordkeepers Nov 1982 - Jul 2001
    Temple City, Ca
    • Audit Representative before Internal Revenue Service,government agencies for clients• Prepared income tax returns: individual, partnership, corporate, trust and fiduciary. • Full charge bookkeeper/controller for various clientele, . • Directed work flow, supervision and training of accounting and administrative staff

Pati De Palma Education Details

Frequently Asked Questions about Pati De Palma

What company does Pati De Palma work for?

Pati De Palma works for Dbs Financial Services, Inc.

What is Pati De Palma's role at the current company?

Pati De Palma's current role is Company Owner at DBS Financial Services, Inc..

What is Pati De Palma's email address?

Pati De Palma's email address is db****@****ail.com

What schools did Pati De Palma attend?

Pati De Palma attended San Diego State University, Cuyamaca College, University Of Southern California, San Diego State University.

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