CEO

Jose Mendoza, CPA

Curriculum Vitae

Qualifications

Dynamic, result-driven management style with excellent presentation and public speaking skills. Over 30 years combined CPA experience in Public, Corporate and Private Sector. 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.

Proven leadership in a team environment on corporate, partnership and individual tax matters, planning, and other special projects, including the determination of estimated taxes, future tax assets, and liabilities for financial reporting purposes. In-depth understanding of current tax law with a proactive/analytical benefit in tax preparation

Work closely with clients under IRS/State audits that have complex issues and guide them to a beneficial resolution – represented over 100 clients with successful results.

Other Qualifications

Multilingual in English and Spanish
Programs: Lacerte, Pro-Series, Word, Excel, Tax Tools, Spidell & BNA
Board of Directors, Morgan Hill Chamber of Commerce, formulated and presented financial planning objectives and deviations at board meetings. Also taught week-long Safeway Stores Management Seminars 30+ employees yearly for the Company.

Professional Experience

Owner – Cambridge Tax Solutions, Inc. San Marcos 2014 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.

Tax Manager/Director – J. Douglas Jennings Jr. APC – San Diego

Head of Tax Department – Manage and supervise 14 tax and legal professionals and 4 support staff. Reviewed extremely complex tax returns – High end individuals with multiple corporate, partnership and fiduciary/estate returns. Continuous oversight, representation and negotiation of over 80 client audits before the IRS/State – successfully.
Researched complex tax codes and positions challenged by the IRS with positive results

Corporate Consultant – IPR International Inc. – San Diego

Identified and introduce new products and marketable services into Mexico. Negotiated and finalized long term contracts, letters of credit and international financing. Planned and administered sales and marketing budgets, BS and P&L.

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.

Partner – Martucci, Mendoza & Assoc. CPA’s – Morgan Hill

Founded a firm that was very well recognized as a competent full-service CPA firm.
Client development which included professionals, small to medium corporations, partnerships and sole proprietors. Firm offered tax preparation, IRS representation, consulting, failing business turn around and compliance statements for tax purposes.

Tax Accounting Manager – Safeway Stores – Oakland

Responsible for implementing FAS 96 (now FAS 109 Accounting for Income Taxes), which entailed determining timing differences, permanent versus temporary to determine deferred or current tax liability. Formulated tax footnotes for BS presentation. Complete review, reconciliation and restructuring of all corporate accounts for tax purposes. Reviewed the company’s tax returns. Supervised 5 to 20 employees depending on proximity of year end closing.

Staff Accountant – Ernst & Whinney, New York City

Selected to be part of the Privately Owned Emerging Business Group (POEBG) a highly regarded group formed to assure long term association with firm. Responsibilities included all facets of business reporting, from audit to financial statements to tax return preparation.
Most work was performed at client which included small to large corporations

Senior Tax Accountant – Deloitte, Haskins and Sells – San Francisco/Oakland

Assigned to very large corporate clients during the year. Prepared corporate and high-net worth individual tax returns during busy season. Account audits, reconciliations plus financial statement tax footnotes for balance sheets. Performed a one-billion-dollar tax free stock for stock mirror transaction, which was latter audited by IRS without changes.For a year, worked directly for tax department’s tax Partners.

Education

State University of New York, College at Old Westbury. 1984- BS Accounting
Golden Gate University. Master’s Degree – Leave of absence

Credentials

CPA Certificate issued in California #96075 Active
Life, Accident & Health License #OL90788 – Active
Real Estate Salesperson License #01760609 California- inactivecao