Teresa Guzman

Teresa Guzman Email and Phone Number

Tax Director at Curio Wealth @ Curio Wealth
Teresa Guzman's Location
Washington, District of Columbia, United States, United States
Teresa Guzman's Contact Details

Teresa Guzman personal email

n/a
About Teresa Guzman

Teresa has over 20 years of public accounting and business management experience. She specializes in tax planning for business and high income individual clients. A former law firm administrator, Teresa has extensive experience assisting businesses and individuals with a variety of critical issues, including tax planning and day to day operations. She has served clients in various industries, including professional service firms, software vendors, government contractors, food industry companies, and retail sales businesses. In addition, a large number of Teresa’s clients have foreign operations; she has significant experience dealing with international issues and has worked with RSM International to provide practical solutions to these clients' concerns.Specialties: Tax planning and compliance for passthrough entities and high income individuals.

Teresa Guzman's Current Company Details
Curio Wealth

Curio Wealth

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Tax Director at Curio Wealth
Teresa Guzman Work Experience Details
  • Curio Wealth
    Tax Director
    Curio Wealth Jan 2024 - Present
    View
  • Bay Point Wealth
    Tax Director
    Bay Point Wealth Jan 2021 - Jan 2024
    Annapolis, Maryland, Us
    View
  • Rsm Us Llp
    Senior Director, Tax Services
    Rsm Us Llp Oct 2015 - Jan 2021
    Chicago, Illinois, Us
    View
  • Rsm Us Llp
    Tax Director
    Rsm Us Llp Dec 2003 - Jan 2021
    Chicago, Illinois, Us
    Tax planning and compliance for business and high income individual clients. Extensive experience assisting businesses and individuals with a variety of critical issues, including tax planning and day to day operations. Managed over 150 clients in various industries, including professional service firms, software vendors, government contractors, food industry companies, and retail sales businesses. In addition, a large number of clients have foreign operations requiring consultation with RSM International to provide practical solutions to these clients' concerns.Managed and mentor a staff of 20 professionals making sure that all work is completed and delivered on a timely basis.Responsible for billing clients obtaining an 85% billing realization and 88% collection on billings. Active participant in the management of the Tax Department developing policies and procedures to promote efficiency and deliver first class service to the clients.
    View
  • Arnett & Foster, Pllc
    Tax Manager
    Arnett & Foster, Pllc Jan 1992 - Oct 2002
    Started as staff accountant preparing trust and fiduciary income tax returns. Over the years promoted to different positions and continue to gain experience preparing more complex business and individual tax returns. In charge of supervising quarterly and annual payroll tax Tax planning and advice for businesses and high net worth individuals, served clients in the legal and medical profession.Supervised a staff of 10 professionals. Participated in marketing and client developing activities.Responsible for billing and collection activities with average 85% realization,
  • Gorman Sheatsley & Co
    Office Manager
    Gorman Sheatsley & Co Jul 1988 - Dec 1991
    Prepared management reports

Teresa Guzman Skills

Tax Accounting Corporate Tax Cpa Tax Research Tax Returns Partnership Taxation Tax Accounting Tax Preparation Financial Reporting Financial Analysis Gaap Internal Controls Generally Accepted Accounting Principles Auditing General Ledger International Tax Speaks Spanish Financial Planners Quickbooks

Teresa Guzman Education Details

  • West Virginia State University
    West Virginia State University
    Accounting
  • Comercial 19 Juan Motalvo
    Comercial 19 Juan Motalvo
    Accounting

Frequently Asked Questions about Teresa Guzman

What company does Teresa Guzman work for?

Teresa Guzman works for Curio Wealth

What is Teresa Guzman's role at the current company?

Teresa Guzman's current role is Tax Director at Curio Wealth.

What is Teresa Guzman's email address?

Teresa Guzman's email address is te****@****ast.net

What schools did Teresa Guzman attend?

Teresa Guzman attended West Virginia State University, Comercial 19 Juan Motalvo.

What are some of Teresa Guzman's interests?

Teresa Guzman has interest in Civil Rights And Social Action, Travel To Foreign Countries, Human Rights, Arts And Culture, Health.

What skills is Teresa Guzman known for?

Teresa Guzman has skills like Tax, Accounting, Corporate Tax, Cpa, Tax Research, Tax Returns, Partnership Taxation, Tax Accounting, Tax Preparation, Financial Reporting, Financial Analysis, Gaap.

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