• Form Business Entities as a 1099 Independent Contractor • Email entity formation questionnaires directly to clients (directly) in order to collect the necessary information and reviewed the questionnaire with them on the phone.• Answer prospective and current client questions regarding business entities.• File Business Entity formation, dissolution, conversion, and tax election (both current and retroactive) paperwork • Compile business entity formation packets into a PDF version and email it to client. • Order custom entity binders, inserted the paper entity formation packet and mail it to the client. • Set up payroll for S-Corporation clients.

• Form Business Entities as a 1099 Independent Contractor • Email entity formation questionnaires directly to clients (directly) in order to collect the necessary information and reviewed the questionnaire with them on the phone.• Answer prospective and current client questions regarding business entities.• File Business Entity formation, dissolution, conversion, and tax election (both current and retroactive) paperwork • Compile business entity formation packets into a PDF version and email it to client. • Order custom entity binders, inserted the paper entity formation packet and mail it to the client. • Set up payroll for S-Corporation clients.

• Perfect reviews on Yelp business page (19 out of 19 five star reviews)• Assist clients with forming business entities. • Register for DBAs and fictitious names. • Form Revocable Living Trusts (including Declaration of Trust, Certificate of Trust, Advance Health Care Directive, Durable Power of Attorney, Pour-Over Will)• Assist clients with recording property deeds (including transferring ownership of primary residence to trust and/or rental/investment properties to LLC) • Similar to how "We the People" franchises operate.

• Formed Business Entities as a 1099 Independent Contractor • Emailed entity formation questionnaires directly to clients (directly) in order to collect the necessary information and reviewed the questionnaire with them on the phone.• Filed Business Entity formation, dissolution, conversion, and tax election (both current and retroactive) paperwork • Compiled business entity formation packets into a PDF version and emailed it to client. • Ordered custom entity binders, inserted the paper entity formation packet and mailed it to the client. • Helped S-Corporation clients set up payroll as legally required

• Formed Business Entities as a 1099 Independent Contractor • Emailed entity formation questionnaires directly to clients (directly) in order to collect the necessary information and reviewed the questionnaire with them on the phone.• Filed Business Entity formation, dissolution, conversion, and tax election (both current and retroactive) paperwork • Compiled business entity formation packets into a PDF version and emailed it to client. • Ordered custom entity binders, inserted the paper entity formation packet and mailed it to the client. • Helped S-Corporation clients set up payroll as legally required

• Drafted requests for admission, requests for production of documents, form interrogatories and special interrogatories. • Summarized trial transcripts. • Drafted both meet and confer letters and motions to compel. • Led Business Entity Formation Department, forming 500+ LLCs, Corporations, Non-Profits, and Professional Corporations in all 50 states. • Spoke directly with clients. Built rapport by virtue of providing a strong work product and was able to sell additional services to clients based on their individualized needs. Received zero client complaints. • American Tax Solutions acquired Life Planning Inc. and routed the incoming calls to me, making me the first point of contact for both new and existing clients. • Conducted legal research on trust related issues summarizing relevant case law and articles. • Promoted to department supervisor and managed employees in both the Business Entity Formation and Estate Planning Departments.• Formed dozens of Revocable Living Trusts. • Assisted counsel with two general conservatorship matters.

• Attended dozens of criminal law hearings with attorney• Answered client calls and took messages• Helped compose documents which were filed in court• Drafted multiple Serna motions, Romero motions, and Motions to Suppress Evidence. • Prepared briefs, memoranda, and correspondence to counsel regarding cases• Maintained and organized clients’ documents and records• Prepared briefs, memoranda, and correspondence to counsel regarding cases• Maintained and organized clients' documents and records• Conducted legal research and gathered facts relating to cases

• Attended hundreds of 341(a) and confirmation hearings with attorney• Prepared legal documents and developed case strategy• Created reports based on attorney requests for cases, developing legal motions, arguments, and other case filings. • Drafted Motions to Reopen Chapter 7/13 and Objections to Motions for Relief from Automatic Stay• Oversaw marketing efforts targeting Chapter 7 and Chapter 13 pro se debtors and Chapter 13 dismissals that resulted in developing the primary source of incoming cases for the firm