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QUALIFICATIONS PROFILE

Versatile professional with cross-functional experience and education in tax acc


ounting, financial planning, and marketing.
EDUCATIONAL BACKGROUND
UNIVERSITY OF TEXAS AT DALLAS, Dallas, Texas
Taking 2 classes to become CPA eligible (Auditing and Ethics), will be eligible
May 2011
Currently have 27 hours of upper level accounting classes
TEXAS TECH UNIVERSITY, Lubbock, Texas
Master of Science in Personal Financial Planning, August 2007
Masters of Science in Interdisciplinary Studies
With a concentration in Accounting and Financial Management, December 2005
Bachelor of Business Administration, Marketing, May 2001

TAX AND ACCOUNTING EXPERIENCE


JACK LEWIS CPA January 2009 V June
2009
Seasonal Tax Preparer / Assistant
Dallas, Texas
WEAVER AND TIDWELL August 2007 V
May 2008
Tax Associate
Dallas, Texas
GREG HOMESLEY CPA January 2006
V January 2007
Assistant (part-time to full-time)
Lubbock, Texas
JOHN D. ARLAND CPA July 2004 V December 2005
Accounting Assistant (part-time to full-time) Lubbock, Texas
PAT SUMMERS BOOKKEEPING & TAX PREPARATION January 2004-April 2004
Tax Clerk (part-time, temporary) Lubbock, Texas
Summary of Key Contributions:
As a Tax Associate/Preparer I worked on and prepared individual 1040 tax returns
and 1120s for Sub S Corporations. Compile quarterly payroll tax reports and sal
es and franchise taxes. I have also assisted clients with letters from the IRS r
elating to tax discrepancies and performed various tax research assignments usin
g both CCH and RIA Checkpoint. Additionally, I have performed both account recei
vable and account payable journal entering, reconciled bank statements and perfo
rmed light bookkeeping duties.
Prepared individual 1040 tax returns and 1120s for Sub S Corporations. Compile
quarterly payroll tax reports and sales and franchise taxes.
Prepared sales and use tax reports for household employees and business clients
during the month of January to meet the January 31st deadline.
Actively contribute to multiple projects, such as bringing 5-year client bookke
eping backlog up to date and reorganizing company filing system.
Contributed to expedient and efficient client service during tax season.
Typed, filed, and performed various administrative duties during tax season.

Louise Ramirez Page 2


FINANCIAL PLANNING EXPERIENCE
KIRSCH AND ASSOCIATES Januar
y 2010 V April 2010
Manager of Proprietary Financial Planning Process Bedford, Texas
KEMPLE CAPITAL June 2009 V Decembe
r 2009
Client Service Manager Dallas, Texas
THE DAVE MALLECK GROUP
May 2008 V January 2009
Paraplanner Dallas, Texas
Summary of Key Contributions:
Prepared compliance paperwork and forms when needed. Monitored and responded to
Broker/Dealer requests for additional information on paperwork for compliance su
pport that was submitted and insured documents due were handled. I have also coo
rdinated and organized marketing events related to client functions and seminars
for the practice.
Helped client achieve their financial goals by aligning their wealth with their
values by acquiring an understanding of their current financial situation.
Prepared draft of plans and annual reviews into a document known as the Observa
tions & Recommendations.
Developed and created financial plan into financial planning software.
Presented tailored financial plan to client that offered solutions as to how th
ey might achieve their financial goals.
Prepared client reports using Morningstar Principia and Morningstar Workstation
Handled all marketing functions related to client events and seminars for the p
ractice.
MARKETING EXPERIENCE
THE THOMAS ADVERTISING AGENCY
August 2001-December 2003 Assistant Account Executive (full to part-time) Lub
bock, Texas
Placed media insertion orders, develop media budgets, and traffic placement for
Agency client roster. Developed and implemented successful media/marketing strat
egies, including well-developed marketing and publicity plans. Developed creativ
e, copy, production, and billing for TV, Newspaper, and Radio for Agency client
roster.
COMPUTER PROFICIENCIES
Computer literate with proficiency in Microsoft Office Applications: Word, Excel
, Power Point, Outlook, and Access, Obtained, experience with Morningstar Princi
pia and Workstation, CCH and RIA tax research, Drake tax software, CCH ProFx tax
software, Lacerte tax software, QuickBooks, Money Tree and E-Money financial pl
anning software.
Professional Memberships
Dallas CPA Society Member & DFW Financial Planning Association