Belinda is a senior tax professional with experience in areas of Federal, State and local tax compliance. She has extensive experience with high net-worth individuals, foundations, as well as various flow through business entities in an array of industries.
Belinda is a QuickBooks Pro Advisor, having trained several clients how to successfully implement the software into their business operations. She is also well-versed with regard to the Affordable Care Act and its impact on individual income tax as she presented on the topic for the New Jersey Society of CPAs.
In addition to tax compliance, Belinda is heavily involved in the Family Office department supervising client bill pay functions, client budgeting, forecasting and planning, as well as managing and reviewing monthly reporting and reconciliations.
She earned both her MBA and a B.S. in accounting from California Baptist University located in Riverside, California.
BUSINESS & PROFESSIONAL AFFILIATION
Member, American Institute of Certified Public Accountants.