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WENDY K. BOUZID

CERTIFIED PUBLIC ACCOUNTANT

 

 

CORNELIUS & COMPANY, CERTIFIED PUBLIC ACCOUNTANTS

1721 Second Street, Suite 201

Sacramento, CA 95811

(916) 444-9868 / Fax (916) 442-1010

 

 

EDUCATION

 

Placer High School, 1977.

 

Bachelor of Science, Business Administration, Accounting

California State University, Sacramento, 1983.

Graduated with Honors.

 

Master of Science, Taxation

Golden Gate University, 1991.

 

 

PROFESSIONAL SERVICES

 

                                   1983 – 1985             

                                   Staff Accountant, Higham, Richards &   Vranes, Certified Public Accountants

 

                                    Performed monthly bookkeeping services for 20 clients, including payroll taxes, sales tax, financial statements, and depreciation schedules.

 

1985 – 1989           

Manager, David M. Herndon, Certified Public Accountant.

 

Provided tax planning and preparation services for clients.  Supervised and performed financial audits, reviews, and compilations for clients, as well as trained professional accounting staff and oversee the purchasing of computer systems for the firm.

 

1989 – 1993          

Certified Public Accountant, Homer Accountancy Corporation

 

Provided consultation and tax planning expertise to 100 individual and business clients. Represented clients in tax audits, reviews and compilations of financial statements, as well as issues regarding internal controls, personnel and labor law issues, cash management, budgeting and cost accounting.  Designed accounting system and procedures for new and existing clients.  Developed macro driven spreadsheets to assist clients in the gathering of financial data. Hired, trained, supervised and evaluated professional accounting staff.

 

1993 – 2001               

Controller, Zipperian & Chediak Law Corporation       

    

Prepared monthly and annual financial statements for eight in-house entities and one outside client.  Generated all necessary adjusting journal entries.  Reviewed payroll, bank reconciliations, cash receipts and cash disbursements on an ongoing basis.  Developed an Access-based accounting and check writing program with firm’s computer consultant to meet the information requirements of management, as well as aided in the design of the firm’s time and billing program.  Trained and supervised accounting staff in a fashion that streamlined accounting procedures to eliminate duplication of effort.

 

Tax Manager, Zipperian & Chediak Law Corporation

 

Provided tax research, planning, and preparation services for approximately 160 individual, trust, and business clients.  Prepared estate tax returns for deceased clients, including asset valuation.  Represented clients before the Internal Revenue Service and the Franchise Tax Board.  Installed and maintained due date monitor to track a variety of tax return due dates.  Prepared fiduciary accounting for estates and trusts.

 

2001 – Present            

Tax Manager, Cornelius & Company

                                  

Specialize in tax planning and preparation for both individual and business clients.