Beatriz works in the IRS dispute resolution department helping clients with tricky tax issues and ensuring they get amazing service. At Palermo, Landsman & Ross, she has the unique opportunity to work across two dynamic departments: Tax Preparation and Tax Resolution. Her role involves preparing a diverse array of tax returns, including corporate, personal, estate, and exempt organization filings among others. This work is complemented by essential bookkeeping tasks, including adjusting journal entries and bank reconciliations, essential to ensuring the tax returns and financial statements tie together. Additionally, she is the primary person responsible for electronically filing returns with the IRS.
Within her role for tax resolution, Beatriz assists clients in navigating complex tax issues, turning tricky situations into manageable solutions with confidence and clarity. Every day presents new challenges and opportunities to make a meaningful impact in our clients’ financial journeys!
Background
Beatriz grew up in the vibrant culture of Mexico, raised by a French father and a Mexican mother, until she was 15. That’s when her journey took her to Wales, where she completed her education. Later, she settled in Fort Lauderdale, earning a bachelor’s degree in industrial design. The adventure didn’t stop there! Beatriz moved to France for a year and later pursued a master’s at the University of Westminster in London, UK. After gaining industry experience, she realized design wasn’t her true calling. So, she returned to Fort Lauderdale and enrolled in a marketing degree—only to discover a genuine passion for accounting.
BS in Industrial Design
MA in Design for Communication
BS in Business Administration in Accounting
Fluent in English and Spanish
Community
Beatriz shares her home with her boyfriend and two playful dogs, and they absolutely love including them in their adventures! Dog parks and beaches are our happy places.
They also hold a membership at the Broward Center for the Performing Arts, which feeds her passion for the theater. Food is deeply rooted in her life, so she relishes the thrill of discovering new restaurants, especially international gems. Whether it’s the rich spices of Indian cuisine, the vibrant flavors of Nigerian dishes, or the comforting familiarity of Italian and Mexican fare, each culinary adventure is a delightful exploration.
Swimming is her sanctuary, and she is an avid scuba diving. Above all, her greatest passions are traveling and learning new languages. Each journey is an adventure, immersing me in diverse cultures and new ways to connect. The world is my playground, and I can’t wait to explore it even more!
“One aspect I truly cherish about working at PLR is the abundance of learning opportunities and mentorship. Being naturally inquisitive, I thrive on acquiring new knowledge—learning is one of my greatest passions. I love keeping my brain active, and the thought of monotony is simply unbearable! Here at PLR, if there’s something you’re eager to learn or a seminar you’d like to attend, all you must do is ask. It’s like having our very own genie in Karen, who grants unlimited wishes for personal and professional growth!” – Beatriz