William Smith

Experience

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  Butler Catering

  Jan 1988 - Jan 1997

  Director of Culinary Operations

  Preparation of all types of small business and personal tax returns. Representation of clients before IRS audit. Advising and helping plan finances to minimize tax/fee/load consequences and maximizing their own financial situation.

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  Butler Catering, Club Management

  Jul 1988 - Jun 1997

  Director of Culinary Operations/ Gereral Manager/Corprate Executive Chef

  General Manager and Director of Culinary Operations for all upscale non-concession food and beverage service for San Francisco Giants and SF Forty Niners. Designed menus, beverage lists, service policies, cost control measures for these operations as well as Golden Gate Fields and Bay Meadows Racetracks. company from annual revenues from 250k to 7.5 Million in a decade while drastically improving quality of product and service and maintaining excellent variable expense ratios. Grew off premise catering business from occasional drop off to one of the top caterers specializing in social and corporate catering for event including Sun 5,000 covers; Bob & Connie Lurie in 1989 Bay Bridge Series (3,500 3 consecutive days - interrupted , though successfully finished event during Loma Prieta 1989 earthquake. Primary liaison between Butler Catering and executive staff of SF Giants & Forty Niners. Appeared in very positive reviews by Narsai David, SF Chronicle, SF Examiner. KTVU and local free press in SF and East Bay Show less

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  Levy Restaurant Services at Oakland Alameda Coliseum

  Aug 1997 - Nov 1999

  Senior Executive Chef

  Responsible for all food and beverage service in Arena and Stadium including G.S. Warriors, Oakland Raiders, Oakland A's and all extracurricular events, e.g. catering and ser up help for Rolling Stones, Bruce Sprinsgsteen and similar acts. Opened (then) new Oracle Arena for Golden State Warriors. Designed look, style, food and beverage for Courtside Club, high-end concessions. Developed menus, beverage options, service standards, & maintained cost controls on luxury suites, East/West Side Clubs. Regional point person for corporate events with 14 other sports high end food service run by Levy Restaurant Group throughout country. Supervised 8 managers and 90+ line staff. Met and negotiated with Local 2850 when necessary. Set up every vendor used for food and beverage in all facilities. Show less

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  Golden Gate Racetrack

  Feb 1999 - Jul 2002

  Director of Food and Beverage, Executive Chef

  Director of Food and Beverage, Executive Chef. Created Menus, Beverage Lists, Training standards for all food service outlets including 2 luxe private clubs, Turf Club and extensive onsite and off premise catering. Supervised four managers and 65+ line staff. Developed capital, flexible working, and cash flow budgets for department. Trained managers, servers and bartenders in service and product standards. Negotiated new contract with local 28. Featured in Oakland Tribune and East Bay Express.

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  San Pablo Community College, Beacon Middle/High School

  Mar 2002 - Nov 2003

  Teacher/ Instructor

  Taught Applied Culinary Arts at San Pablo Community College. Took students through program that included teaching cooking, organizing, awareness skills. Created a real world scenario where class needed to successfully plan, order, prepare and serve food and beverage to a wedding party of 500 guests. Groundbreaking for previous school mix of academic and hands on but no "Real" experience prior to graduating.Beacon Middle and High Schools: Taught all subjects but specialized in Math (Algebra/Geometry) as a full tie substitute and vacation relief certified teacher. Show less

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  Jackson Hewitt

  Dec 2006 - Apr 2007

  Marketing Director and CA Registered Tax Preparer

  Managed marketing services for Liberty Tax Services in conjunction with corporate marketing department. Liaison with national non-profits, community government and local businesses to increase sales revenue 15% greater than previous year. Prepared individual and small business tax returns.

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  Terra Linda Tax Savings

  Mar 2007 - now

  President

  Value oriented professional tax preparation. The commitment of Terra Linda Tax Savings has been to fulfill the under served niche of taxpayers for who have paid far more taxes than necessary by relying on commercial software, have been subjected to the up selling of unnecessary products and been treated as a commodity by national chains, and either cannot or choose not to spend the often exorbitant rates charged by tax attorneys and/or CPA firms. As an Enrolled Agent, I have specialized in income tax law and can offer the same services offered by at a much higher cost by larger firms at a price similar to-often less- than what national tax preparation firms charge. Experienced in sole-proprietorships, partnerships, S & C- Corporations, estates and trusts and non-profits. Show less

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  H&R Block

  Nov 2007 - Apr 2008

  CA Registered Tax Preparer

  CA Registered Tax Preparer. Prepared individual and small business tax returns

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  Marin Total Financial/ Terra Linda Tax Savings

  Mar 2008 - now

  Enrolled Agent, Financial Advisor

  Income Tax preparation, audit representation, tax consultation. Implement employee benefit plans for small businesses, develop tax efficient savings plans for retirement, education and other goals. Analyze portfolios to minimize risk and maximize return. Help create estate plan and/or establish trusts. Help with creating wills, bequests and other instruments designed to minimize probate.

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  Marin Total Financial

  May 2012 - now

  President

  Added full spectrum of financial planning for individuals and small businesses to existing tax consultation, preparation and representation services. Develop and implement plans for retirement, qualified benefit and contribution plans for businesses, tax minimization strategies for education and retirement savings, portfolio design for all risk profiles, review insurance needs. Help articulate, design and implement complete financial plan for specific or holistic requirements.

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  W. Smith Capital Appreciation

  Sept 2013 - now

  President

  After four more years of more school that I hadn't envisioned 25 years ago, I have completed academic, work experience & background check & full body cavity required for certification as financial planner to balance the demands as an Enrolled Agent, compared ROI of a few choices of celebrations. Month diving in Maldives v. new gull wing McLaren v. donating sufficient funds to have a wing named "in honor of"search @ Marin General. Opted for a business name change, new www. (in process) and double/double w/ everything at In & Out. None of the visa hassles, insurance boilerplate review,or annoying fund raising events with BCBG that accompanied other options. Aside from stubborn stain courtesy of In & Out, believe it was prudent decision. Tried to send Warren his annual case of Cherry Coke but he claims solvency in Omaha - tried to convince me w/ story about buying new train set, I let him talk if it makes him feel better. He insists on buying it himself these days. Sent it to his admin as solace for paying more income tax than (had to be there, huh) her boss. Upside of owning your own business is just about every title you want is acceptable. Downside is everything else. Got over that emperor complex -also 25 years ago when promoted/anointed head guru, spiritual advisor, & eyponomic founder of the chthonic Cleft Chin Society also 25 years ago. Organization skyrocketed from nascent to non-existent in 2.5 years' been there & (literally) bought the shirt Cleftus Maximus, Chinius Definius. Unfortunately,test results confirmed diagnosis of advanced periphrasis compounded by academic anastrophe. Will eventually result in le petit mort. Show less

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  Master Tax Professional H & R Block Northgate, San Rafael

  Dec 2015 - Apr 2016

  Master Tax Advisor

  Consultation, Representation and Preparation of all types of tax returns and the financial implications that affect these returns.

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  Platinum Trust Group

  Apr 2021 - now

  Trust & Estate Consultant