Stephen A. Bonick, CPA, CFP, PFS, CGMA
300 Glenwood Circle Suite 201
Monterey, CA 93940
(310) 497-1748 cellular
Sbonick@tfpabh.com
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Accomplished tax executive whose background includes extensive experience in Big Four, National, Regional and
local public CPA firms. Extensive knowledge of accounting and finance as well as tax and financial planning issues
related to individuals, corporations, real estate partnerships and syndications, trusts and estates, employee benefit plans,
as well as private foundation and other tax-exempt organizations. Skilled in areas of tax, mergers, acquisitions,
dispositions, restructuring, international, benefits, payroll and compensation. Competent in general transition
management; skilful problem solver and communicator.
Recruited as Tax and Accounting Director to manage tax and accounting departments including payroll, oversee
property tax filings, sales tax filings, gross receipts as well as federal, state and international income tax compliance.
I have created strategies to reduce tax thru offer in compromise programs, innocent spouse relief programs, as well as
streamlined installment payment plans. Within two years the current company I am with has increased revenues by
25% thru the value related to my efforts.
Career highlights include but are not limited to:
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Graduated from the Masters of Science in Tax Program at Fairleigh Dickinson University. Every instructor in
the program has an LLM in taxation from NYU. Received a grade of A+ in Tax Research.
Accepted into Abraham Lincoln Law School, Los Angeles, CA
Selected one of the top ten financial planners in Southern California by Forbes Magazine.
Taught at UCLA as well as Becker CPA review.
Treasurer of Beverly Hills Estate Planning Council.
Created tax strategies that save over $10 million annually in state and local taxes.
Key Skills
Structured and negotiated the offer in compromise agreements as well as audit settlement with both Federal State and
Local Tax authorities.
Have been involved in Applicable Asset Acquisitions and sales as well as Stock purchases and sales representing both
buy side and sell side.
Created foreign tax planning strategies including utilization of foreign tax credits and eliminating withholding tax and
or utilizing the foreign income tax exclusion for expatriates.
Created lifetime gifting strategies that included but were not limited to using the annual exclusion as well as gifting of
appreciated assets out of the estate saving individuals millions of dollars in gift and estate tax.
Transitioned tax activities, payroll, compensation, and employee benefits associated with acquisitions, dispositions,
and like-kind exchanges.
Combines tax expertise with exceptional management and leadership skills as evidenced by nomination as Executive
of the Year by Who’s Who in Tax and Accounting.
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Stephen A. Bonick, CPA, CFP, PFS, CGMA
Key Skills include:
Business Structuring & Planning
Tax Controversy
Public Charities Form 990
Private Foundations 990-PF
Real Estate
International Tax
Individual Tax
Partnership Tax
Estate and Gift Tax
Construction
Tax Planning
Tax Compliance
Tax Research
Partnerships
Audit Management
Career Background and Accomplishments
Green Jespersen and Company
Monterey, CA
Tax and Accounting Director 10/16/2012 to 5/31/14
Responsible for advising clients on the tax implications of their business objectives, evaluating and selecting
alternatives actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax
regulations while acting as the primarily client contact for complex tax issues. Review of all tax returns and Financial
Statements. Initiated Streamlined Installment Payment Plans, Performed Tax Research with CCH Intelliconnect.
Provided Tax Planning and Compliance Services. Responsible for review of all tax returns, and financial statements.
Manage IRS audits, Franchise Tax Board audits, Sales Tax audits as well as EDD audits. Implemented tax planning
strategies.
Tax and Financial Planning Associates of Beverly Hills Inc.
(Solely Owned Corporation, by Stephen A. Bonick, CPA,)”
Served as outside Tax Director to two large organizations. I also aligned with several area firms to provide per diem
consulting services at a Senior Manager and or Partner level. In those roles, I provided services to high net worth
individuals, closely held corporations, real estate and investment partnerships, trusts, public charities and private
foundations.
Rothstein Kass and Company (30th largest CPA firm in United States)
Senior Tax Manager, 1996 to 2002
Roseland NJ 1996 thru 2000 Beverly Hills, CA, 2000-2002
Senior Tax Manager for business and tax consulting West Coast based service clients, including high net worth
individuals, investment partnerships, and entrepreneurial service clients and not for profit entities. Responsible for
marketing, client service, and team leadership. Providing overall tax, financial consultation and planning for middle
market companies and high net worth individuals. Recruited and operated a 15 person tax department which filed tax
returns in 43 states and internationally for more than 250 entities.
Danser, Balaam and Frank, Princeton, NJ, 1995-1996
Tax Supervisor responsible for the tax planning and compliance for trusts within the Johnson and Johnson family.
KPMG Peat Marwick LLP, New York, NY, 1993 – 1995
Manager in the middle market group focusing on manufacturing, retail and distribution clients.
Most Horowitz and Company LLP, New York, NY, 1991-1993 &1996
Semi-Senior served as the lead accountant for the Major League Baseball Player’s Union engagement.
Pannell Kerr Forster, New York, NY, 1988-1990
Staff Accountant responsible for various engagements within the hospitality group.
EDUCATION:
Masters of Taxation, Fairleigh Dickinson University, May 2000.
Bachelor of Science Accounting, Kings College, May 1988
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