CEO

Fabiola Ricardez, CPA

Curriculum Vitae

Qualifications

Maximize tax savings after review of all clients’ entities by assuring that all customary, ordinary, reasonable and necessary expenses are considered before tax filings.

Provide a very high and sophisticated level of business and tax advice with a focus on asset protection, estate planning, pension plans and the value of trusts, complex to Grantor trusts.

Other Qualifications

Multilingual in English and Spanish
Programs: Lacerte, Pro-Series, Quickbooks, Drake, Word and Excel

Professional Experience

Owner – Cambridge Tax Solutions, Inc. San Marcos 2015 to Present

Provide tax planning and preparation for all business and personal clients Work with an in-house attorney to provide all aspects of estate planning, asset protection and tax planning to minimize their tax burden using all allowable deductions. Created a one-stop tax preparation, with access to estate planning and retirement/pension plan opportunities.

Senior CPA – Jennings Tax Law – San Diego – 2013 to 2015

Managed a book of high end clients. Performed tax planning for all client businesses. Prepared complex individual, partnership, corporate and trust returns. Assisted the tax manager in reviewing returns and recommending changes.

Other areas concentrations:

  • Tax planning Strategies
  • Tax research, preparation and compliance
  • Client development
  • Corporate tax reporting and documentation
  • Tax risk assessment and liability exposure
  • Account client management
  • Staff supervision, training and development
  • Assisted tax manager with complex IRS issues and audits
  • Maximized tax savings after review of all clients’ entities

Tax Accountant – J. Douglass Jennings Jr. APC – San Diego – 2010 to 2011

Provided tax preparation for individual and business entities. Assisted tax manager in organization and preparation for a large quantity of audits.

Owner – Eco Safe, SA de CV – Mexico City

Formed a Manufacturing Company to bottle and sell a one of a kind non-toxic disinfectant.
Hands on oversight of construction, manufacturing, advertising, sales, federal and local product registrations. Recruited & trained personnel for production, sales and accounting.

Tax Preparer – Plaza Tax Service – Vista – 2005 to 2010

Provided tax preparation for individual and business entities. Provided bookkeeping and payroll for business clients.

Education

California State University San Marcos. 2008- BS Accounting

Credentials

CPA Certificate issued in California #126250 Active