Tax advisor to individuals and businesses with a wide variety of complex issues. Senior level financial experience in Fortune 100 companies as well as entrepreneurial and early stage ventures.
Services include tax planning and preparation for individuals, corporations, partnerships, LLCs and trusts. Specialties include small business, real estate, investment income, entertainment and audit representation.
SUMMARY OF QUALIFICATIONS
CPA – Canada – Ernst & Young
Enrolled Agent – admitted to practice before the IRS
York University, Toronto – BA Economics
PROFESSIONAL EXPERIENCE
H&R Block – Los Angeles – 6 years
Senior Tax Advisor and Instructor
Tax preparation and audit representation for clients with the office’s most complex tax returns. Prepared over 2,000 tax returns for individuals, businesses, corporations, LLCs, partnerships and trusts.
Taught the company’s new recruits, developing their understanding of tax law, and acted as advisor to experienced tax preparers who were sharpening their knowledge and skills.
Financial Consultant – Los Angeles
Consulted on a variety of financial projects, including restructuring of a major Midwest homebuilder, over $200 million of commercial, retail and residential real estate financing, acquisition of a real estate developer and reverse merger of a private company into a NASDAQ listed company. Produced 2 feature films.
Corporate Experience
Hearthstone Homes – Omaha, NE – Chief Financial Officer
Dunmore Capital – Sacramento, CA – Chief Financial Officer
Weyerhaeuser Co. – Los Angeles – Director of Financial Planning, Pardee Homes Division
Foot Locker, Inc. – Los Angeles – Chief Financial Officer, Children’s Apparel Division
Bruce Critchley Tax 