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Tanner Bellamy EA

Tanner Bellamy EA

Internship

Followers of Tanner Bellamy EA459 followers
location of Tanner Bellamy EALong Beach, California, United States

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  • Timeline

  • About me

    Enrolled Agent, Main Street Certified Tax Advisor

  • Education

    • Vanguard University of Southern California

      -
      Bachelor of Arts (BA) Accounting

      Activities and Societies: - Baseball team - Champions of Character Leader - CSA (Council of Student Athletes) Vice President

  • Experience

    • Davis Farr LLP

      Jun 2017 - Aug 2017
      Internship

      - Tested Medicare claims on a federal engagement.- Tested cash and payroll for state & local government and not-for-profit organizations.- Performed clerical reviews for financial statements and footnotes.- Traveled out of state to participate in audit fieldwork on a federal engagement.

    • Farris & Company An Accountancy Corporation

      Jan 2018 - Apr 2018
      Tax Assistant & Bookkeeper

      - Entered tax return information for individuals (1040), partnerships (1065), corporations (1120 & 1120S) and estates & trusts (1041).- Reconciled bank accounts for personal and business clients. - Performed transaction entry into QuickBooks and Quicken software.- Reviewed and corrected data entry mistakes performed by another assistant.

    • EP Wealth Advisors

      Apr 2018 - Jun 2018
      Assistant To The Chief Financial Officer

      - Listened and provided input during a meeting with company’s CPA about upcoming audit.- Supervised up to 2 new interns rotating through accounting department.- Assisted CFO with review bill process and personally identified $11,479 of unbilled revenue.- Provided audit support related to year end financial statements and regulatory examinations.

    • Consolidated Contracting Services

      Sept 2018 - Jan 2019
      Accounting Intern

      - Performed analytical review of company estimating costs providing visibility to the estimating cost by project type and customer with detail going back over 5 years.- Audited and reconciled company cash accounts including cash receipts to cash disbursements on a project and company all basis.- Contacted 43 subcontractors at a time to collect bids for future projects and lien releases for past payments.- Attended weekly meetings with finance team regarding status of client billing for all working projects. Show less

    • Anderson Business Advisors

      Jan 2019 - Jan 2020
      Tax Associate

      - Prepared and filed individual, corporate and partnership tax returns using CCH Axcess Tax software- Adjusted entries and performed bank reconciliations in QuickBooks and Microsoft Excel- Ensured the proper credits, deductions, and tax liabilities were applied to tax returns- Monthly and year end bookkeeping- Handled busy phones and assisted client in review of tax returns

    • Bellamy & Associates

      Jan 2020 - now
      Founder

    • Martin & Associates, Inc.

      Nov 2022 - now
      Tax Advisor

  • Licenses & Certifications

    • Enrolled Agent (EA)

      Internal Revenue Service
      Sept 2023

  • Volunteer Experience

    • Volunteer

      Issued by SCORE International on Jan 2016
      SCORE InternationalAssociated with Tanner Bellamy EA

    • Tax Preparer

      Issued by Orange County United Way on Dec 2017
      Orange County United WayAssociated with Tanner Bellamy EA