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.
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.
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Languages
- English
- Espanol Poquito
Industry Experience
- Tax and Accounting
Interests/Hobbies
- Scuba Diving
- Traveling
- Houseboating, Boating and Skiing
Birthday
July 3Experience
Lorraine West, CPA, EA
Chico, California, USA 95928
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
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
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)