Olga Mavrody

Current Employers

Employment History

• 11/2019 → Present
  Olma Financial, Llc
  Los Gatos, CA
• 01/2018 → Present
  Olga Mavrody, Inc. (Dba Olma Tax)
  Los Gatos, CA
• 11/2014 → 12/2021
  Olga Mavrody, Cpa
  Los Gatos, CA

Other Businesses

OLGA MAVRODY, INC. (DBA OLMA TAX); INVESTMENT-RELATED? NO; LOS GATOS, CA; PRESIDENT; 01/2018 - PRESENT; OLGA MAVRODY IS ENGAGED IN DAILY PRACTICE MANAGEMENT OF OLMA TAX AND CLIENT WORK COMPRISED OF TAX PLANNING AND COMPLIANCE SERVICES FOR BUSINESSES AND INDIVIDUALS. THE TYPICAL TASKS ON THE FIRM MANAGEMENT SIDE INCLUDE CLIENT CARE, BUSINESS DEVELOPMENT, PROFESSIONAL EDUCATION & TRAINING, SYSTEMS DEVELOPMENT AND IMPROVEMENT, PURCHASING, BILLING AND OTHER ADMINISTRATIVE FUNCTIONS. THE CLIENT WORK IS FOCUSED ON DESIGNING TAX PLANS FOR BUSINESSES AND THEIR OWNERS AND INDIVIDUALS, TAX PLAN IMPLEMENTATION AND ONGOING MAINTENANCE THROUGHOUT THE YEAR. DURING TAX FILING SEASON. OLMA TAX ALSO PROVIDES TAX COMPLIANCE TO THE ABOVE CLIENTS AND THOSE WHO REQUEST TAX PREPARATION SERVICES ONLY. OLMA TAX MAINLY WORKS WITH COMPLEX TAX SITUATIONS AND PERIODICALLY PROVIDE PAID ONE-ON-ONE CONSULTATIONS AND GROUP SEMINARS TO A NETWORK OF INDIVIDUALS FAMILIAR WITH OUR SPECIALTY. MS. MAVRODY SPENDS ABOUT 20-25 HOURS/WEEK ON TAX/TECHNICAL WORK AND ABOUT 10 HOURS ON PRACTICE MANAGEMENT. 12 HOURS/WEEKS IS SPENT DURING TRADING HOURS MONDAY THROUGH THURSDAY. OMR INC.; PRESIDENT; INVESTMENT RELATED: NO; 15986 LINDA AVE LOS GATOS CA 95032; COMPANY THAT PROVIDES ADMINISTRATIVE SUPPORT TO BUSINESSES AND INVESTMENTS OWNED BY THE PRINCIPAL; ADMINISTRATIVE SUPPORT, BOOKKEEPING, RECORDKEEPING; START DATE: 2025-01-16; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 8; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 10.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-30