Certified Public Accountant (cpa)
Set up a home-office on a shoestring budget and began accepting new tax clients in addition to my pre-existing clients while other local CPA's such as Christos J. Stavros, CPA, and George N. Pappas, CPA are outsourcing or insourcing some of their accounting, bookkeeping, and tax preparation work to me.
- Interviewed my own clients for information important to preparing their Tax Return, answered the telephone and greeted clients for George, taking detailed messages and documents as necessary.
- Completed write-up work for monthly bookkeeping and accounting clients in QuickBooks for the full year of 2014 and/or 2015 for 10 clients.
- Completed 25 Individual and State 1040 Tax Returns total including 8 1040X Amended Tax Returns using Intuit Pro Series for my own clients as well as for both Chris and George's clients, resulting in an additional refund of $11,232 for 6 1040X & NJ 1040X Amended Tax Returns for two of my own clients.
- Built detailed Excel spreadsheets for cash payouts, rental properties, and expenses as necessary.