Fernando e Ruedas Botello

About Fernando e Ruedas Botello

Helping client’s stay compliant and understand the complex tax code is my passion. I’m a driven business owner who loves teaching clients about taxable income and book income. My goal is to help small business owners with their bookkeeping and tax preparation so that they can focus on the most important tasks of their business. Admitted to practice before the Internal Revenue Service (IRS)Also I\'m a financial services professional with more than 10 years of banking, business, consumer lending, wealth management experience, international business experience, and income tax experience. Languages:( English, and Spanish )IRS Enrolled Agent

Experience

1. Enrolled Agent

   We Care Tax Llc

   Sep 2021 — Present · Ontario, CA, US

   Income tax preparation for individuals and all types of entities• Tax Planning for individual and business • Evaluate client matter to determine a roadmap that ensure the most beneficial resolution for clients.• Participation in client and team review and tax planning meetings.• Tax research and investigation prior to engagement• Tax Controversy: Negotiate with various IRS departments (Collections, Appeals and Audits) on clients’ matters.• Follow up with clients on crucial issues and tasks.• Prepare client financial information (Forms 433-A&B), Offers in Compromise, and audit materials to be submitted to the IRS.• Monitor caseload to ensure IRS deadlines are met.• Perform bookkeeping functions.• Drafting tax letter in response to audit notices and requests for information from various tax authorities.• Admitted to practice before the Internal Revenue Service (IRS)

Education

• University of California, Riverside

  BS, Business Administration Concentration in Accounting and Finance