Lina Perkins, CFA: Accounting and Sales Tax Department Manager

Lina Perkins


Ms. Perkins is a Chartered Financial Analyst (CFA) with more than 20 years of senior management level corporate working experience as a Chief Financial Officer (CFO), V.P. of Finance and Accounting Manager and Controller. By earning the CFA designation, Ms. Perkins has demonstrated mastery of the CFA curriculum and has passed three grueling six-hour examinations. The CFA certification is indicative of knowledge and skills in portfolio management and related tax and accounting issues.

Education:
MBA in Business Law from Loyola Marymount University (1998)
MBA in International Business from Loyola Marymount University (1995)
B.S. in Business Admin/Accounting from Loyola Marymount University (1992) d financial research, risk management, executive leadership, and financial advisement.

While all CFAs have a minimum of four years of qualified work experience, Ms. Perkins brings decades’ worth of domestic and international practical accounting, tax and financial experience to service businesses in Los Angeles, California, and throughout the world. Ms. Perkins has a demonstrated record of success assisting businesses with:

Internal audits
Account reconciliation
Cash flow projections
Business loan terms negotiation
Corporate fringe benefits or ERISA plans
Corporate franchising
ERP/MRP implementations
Streamlining financial processes to reduce an organization’s administrative costs

Drawing on her management experience as a CFO, Controller and Accounting Manager, Ms. Perkins guides the firm’s staff of CPA candidates, and CPAs through the client service process in her current role as an Accounting and Sales Tax Department Manager at the Tax Law Offices of David W. Klasing. Utilizing her tremendous education and deep career experience, she seamlessly coordinates her departments with the Law Office’s staff of CPAs, EAs, Tax Attorneys, ABVs, and CFFs in providing full service multi-disciplinary solutions four our clients. Through our Tax Law Office’s collaborative approach, Ms. Perkin contributes to a comprehensive analysis of your individual and your company’s accounting, financial and tax concerns. Under her careful guidance and supervision, she utilizes over 6 years of working experience dealing with sales tax audits for various types of organizations including service based businesses, retain business and manufacturing entities to represent our clients in sales tax disputes.