We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Patricia Lynne Bell, CPA
260 Newport Center Dr Ste 100
Newport Beach, CA 92660
Telephone 949-999-3307
Facsimile 949-999-3378,
E-mail patricia@patriciabellcpa.com
_________________________________________________________________
Professional Experience
May, 1994 to present: Patricia Lynne Bell, CPA Accountancy Corporation
- Full service accounting and tax practice including tax return preparation for individuals, corporations, LLC’s, trusts and estates. Other services include small business consulting, bookkeeping services, and preparation of financial statements. Expertise in taxation, tax research and representation before tax authorities. Each client is given direct personal attention.
November 1988 to May 1994 - Haskell & White, Certified Public Accountants - Newport Beach, California
Tax Manager - Supervision of tax seniors and staff - Review of income tax returns including research of technical issues - Representation before the Internal Revenue Service and other taxing authorities - Full client service including tax planning and assistance in financial planning - Research in all areas of tax, specializing in partnership, corporate, individual and not-for-profit entities - Industry knowledge is varied and wide - Presentation of staff training seminars
June, 1987 to November 1988 - Singer, Lewak, Greenbaum and Goldstein, Certified Public Accountants Santa Ana, California
Tax Senior - Supervised staff preparation of tax returns - Reviewed tax returns - Preparation of tax returns
January, 1984 to February 1987 - BWAB, Incorporated (Oil & Gas Company), Denver, Colorado
Tax Manager - Supervised small tax department for a medium sized independent oil and gas corporation; the corporation was the managing partner of a partnership involved in a $60,000,000 drilling program - Acted as liaison between the corporation and the investors (the major investor in the drilling program was State Farm Insurance Company) - Prepared partnership and corporate tax returns which were reviewed by Deloitte & Touche - Instigated internalization of the tax return preparation for the corporation resulting in substantial savings - Responsible for compliance with various out-of-state corporate filing requirements.
1983 to 1984Container Technology Corporation Denver, Colorado
Assistant Controller - Responsible for financial statements - Review of Accounts Payable and Receivables - Preparation of payroll tax and property tax returns
1981 to 1983 Weiss and Company, Certified Public Accountants , Denver, Colorado Staff - Performed audits, reviews and compilations, including SEC audits and quarterly SEC reports - Preparation of individual and corporate returns
1979 to 1981 University of Northern Colorado Greeley, Colorado - Research Assistant for the School of Business; edited the research quarterly for the Business Department
Education, Certification and Organizations:
Certification State of California
University of Northern Colorado: Master of Business Administration
Purdue University: Bachelor of Science
Member, California Society of Certified Public Accountants; Past Member Board of Directors, South Orange County YWCA; Past Member Executive Finance Committee, YWCA South Orange County; Participant - The White House Conference on Small Business, Los Angeles, California , March 1995