Talent Profile

Senior Accountant and Tax Professional with over 12 years of experience spanning public accounting, tax management, consulting, and corporate tax services. He has passed all four sections of the California CPA Exam and is currently completing final licensure requirements. Rudy has worked with multiple CPA firms across Los Angeles, Orange County, and Irvine, supporting clients nationwide across a wide range of industries. His expertise includes complex individual and business tax returns, multi-state and international taxation, tax planning strategies, and high–net-worth client services. Over the course of his career, he has prepared and reviewed more than 5,000 tax returns, including those for LLCs, LLPs, S and C Corporations, and sophisticated individual taxpayers. In addition to tax work, Rudy brings substantial assurance experience, having completed 800+ hours in audits, reviews, and compilations, as well as deep financial statement preparation and reconciliation experience. He is known for his efficiency, accuracy, and ability to manage high-volume workloads while consistently meeting or exceeding deadlines. Beyond accounting, Rudy has developed hands-on experience in day trading foreign exchange (Forex) markets, applying technical analysis, risk management, and disciplined execution. This background enhances his analytical mindset, market awareness, and quantitative decision-making skills—adding a unique financial perspective to his professional toolkit. Rudy combines technical expertise with strong client communication, business acumen, and a results-driven approach, making him a valuable asset to firms and organizations seeking a seasoned accounting professional with both traditional and market-based financial insight.

Money Muscle LLC | Remote Senior Tax Accountant | 02/2024 - 10/2024 Tax Senior • Prepared comprehensive federal and state tax returns for S-Corporations, LLCs, and high-net-worth individuals, with a specialized focus on clients in the sports and fitness industry across the nation • Conducted detailed quarterly tax estimate calculations, ensuring accurate projections and compliance with tax regulations • Collaborated daily with the owner of a top CPA firm through remote communication platforms such as Slack, fostering efficient workflows and consistent updates • Demonstrated exceptional time management and efficiency by completing 100% of tax return assignments on time, frequently delivering results ahead of schedule by days or weeks • Maintained a high standard of accuracy and professionalism, exceeding client and firm expectations consistently Paperchase Accountancy | Remote, Remote Senior Account Manager | 09/2022 - 12/2022 Managed daily Accounting transactions for Michelin Star Restaurants Perfomed Balance Sheet Reconciliation and made Adjusting Entries Mercedes-Benz and Jaguar - Luxury Automotive Sales | Beverly Hills, California Internet Sales Manager | 11/2014 - 11/2019 Selling High-end Vehicles Targeting a High Gross Profit and exceeding Sales Volume monthly expectations New York Life | Irvine, California Life and Health Insurance Agent | 01/2013 - 12/2014 Sold life insurance policies to individuals and families Practiced best client approach and developed relationships with new clients to better serve their long term needs Online Trading Academy | Irvine, California Tax Senior | 01/2012 - 01/2013 Prepared and Reviewed Online Trading Investors' Individual and Self-Employed Tax Returns Provided Tax Advice to maximize annual income and increase tax savings Tri Star Income Tax Services | El Segundo, California Tax Consultant | 01/2011 - 01/2012 Prepared and Reviewed over 400 Tax Returns Assisted clients, individuals and small business owners, in filing their taxes, finding their best write offs and maximizing their tax refunds while abiding all the tax laws Freelance | Remote Accountant | 01/2009 - 12/2010 Putman CPA | Irvine, California Senior Accountant | 01/2007 - 05/2008 Monthly closing, account reconciliation, year end adjustments and finalizing the annual financial reports Prepared and reviewed multi-state, complex Partnership and S-Corporation returns FD CPA | Orange, California Accountant | 12/2005 - 12/2006 Handled Financial Statements Preparation Reviewed and complied year-end Financial Reporting Prepared over 1,000 Tax Returns: 1040, 1065, 1120, 1120S and more American Accounting Professionals CPA | Los Angeles, California Accounting Supervisor | 01/2003 - 12/2005 Supervised more than 10 Staff Accountants Reviewed Staff Accountants' work and made final corrections Prepared and reviewed over 2,500 Tax Returns for high net-worth Individuals, International Corporations, Large Partnerships and various complex taxes Skills Excel, QuickBooks, Lacerte, Restaurant365, Word, Powerpoint, NetSuite, ProSystem fx

CPA Exam – Passed (California) • All four sections passed; licensure pending