Rafael D.
Senior Tax Strategist
AI Vetting Score
Professional Summary
12 years in US tax preparation and strategy with deep expertise in corporate, partnership, and individual returns. Managed tax compliance for 100+ clients annually, specializing in multi-state filing and entity structuring for growth-stage companies.
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Core Skills & Expertise
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Portfolio & Case Studies
Saved $1.2M in taxes through entity restructuring
Analyzed and restructured client's business entities to optimize tax position across 5 states
Managed tax compliance for 100+ clients
Led a team handling tax preparation and filing for over 100 small business clients
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