Lorraine West, CPA, EA

Tax Advisor

Lorraine West, CPA, EA
Chico, California, USA

Public Accounting Firm - Local

Professional Summary

Work closely with clients, their attorneys and financial advisors to prepare accounting, financial statements, tax returns, estate and tax planning for Individuals, Trusts, Estates, Gift Taxes, Corporations and Partnerships. Prepare Court Accountings for Trusts, Estates and Converatorships.
Clients include physicians, dentists, judges and attorneys, teachers, architects, insurance agents, pilots, investment advisors, IT specialists, career consultants, investors, landlords, agribusiness, plumbers, other small businesses, trustees and executors. In addition, provide consulting related to estate planning, gifting, trusts funding and administration, tax deferred exchanges, divorce, dissolutions of corporations and other business entities.

Learn More

Languages

  • English
  • Espanol Poquito

Industry Experience

    • Tax and Accounting

Interests/Hobbies

  • Scuba Diving
  • Traveling
  • Houseboating, Boating and Skiing

Birthday

July 3

Experience

Lorraine West, CPA, EA
Chico, California, USA 95928
Tax Advisor
Public Accounting Firm - Local
2003 - Present
Responsible for all aspects of operating a public accounting firm serving a wide range of clients.
Harrison-Dailey-Wright Accountancy Corporation
Chico, California, USA 95926
Senior Accountant
Public Accounting Firm - Local
1987 - 2003
Responsible for Working closely with clients, their attorneys and financial advisors in the preparation of accountings, financial statements, tax returns, estate and tax planning for Individuals, Trusts, Estates, Gift Taxes, Corporations and Partnerships. I prepared Court Accountings for Trusts, Estates and Converatorships. Trained, assisted and reviewed staff's accounting, financial statements and tax returns. I also audited financial statements and obtained my Certified Public Accountant's license in 1997.
Ray Spiker Accountancy Corporation
Chico, California, USA 95928
Senior Accountant and Management
Public Accounting Firm - Local
1978 - 1987
Worked closely with clients, their attorneys and financial advisors. Prepared accountings, financial statements, tax returns, estate and tax planning for Individuals, Trusts, Estates, Gift Taxes, Corporations and Partnerships Prepared Court Accountings for Trusts, Estates and Converatorships. Trained, assisted and reviewed staff's accounting, financial statements and tax returns. Participated in interviewing, hiring and terminations of employees. Prepared the billings to clients. Responsible for overseeing and scheduling the assignments so that they were completed in a timely manner. Studied the Internal Revenue Service publications and obtained my Enrolled Agent's license in 1987.

Professional Certifications

Certified Public Accountant(CPA)
1997
Active
Enrolled Agent (EA)
1987
Active

Associations and Societies

  • CA Society of Certified Public Accountants (Member)
  • Soroptimist International (Member)
  • Butte County Estate Planning Professional (Board Member)
  • North Valley Estate Planning Council (Board Member and Past Secretary)

Click To Write A Review

Contact Us Today