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6-10 years of experience
Leveraged strong foundation of accounting knowledge to provide tax and accounting services for 2 CPA firms, H&R Block, and small business clients.
- Entered cash receipts and disbursements in QuickBooks, performed monthly bank and account reconciliations, and adjusting journal entries
- Advised clients on responses to IRS correspondence and inquiries.
- Prepared a wide variety of individual tax returns including Schedule C's, Schedule E's, K1's, and small trusts.
- Optimized client outcomes by maximizing deductions and determining if clients were eligible for tax credit programs.
- Won kudos for ability to advise clients on legal methods to minimize tax burdens.
0-5 years of experience
Research and established process to calculated tax basis for all clients who owned entities filing Partnership and S Corporation tax returns.
- Researched and establish tax procedures for non-military individuals serving in foreign combat zones in support of the United States military
- Organized, documented and handled correspondence for challenges to IRS assessments and Offers in Compromise.
- Responsible for preparation of federal and state income tax filing requirements for all business entities, non-profit organizations, and fiduciaries.
- Prepared compiled, reviewed and audited financial statements for non-profit organizations and various business entities applying generally accepted accounting principles and generally accepted auditing principles.
- Prepared and calculated paychecks and payroll tax returns for entities employing up to 100 individuals.
10+ years of experience
Cultivate on-going business relationships with select clientele composed of individuals and small businesses. Educate clients on allowable deductions, applicable tax credits and sound accounting procedures. Prepare annual individual and business tax returns and quarterly tax estimates for 20-30 clients. Attend 40+ hours of CPA continuing education courses per year.
- Authorized to electronically file tax returns through IRS e-file, resulting in faster client refunds.
- Advised several clients on establishing and maintaining self-employed IRAs (SEPs & SIMPLEs), substantially reducing their overall tax liabilities.
- Consulted with client about converting sole proprietor business to S-Corp business, greatly lowering her self-employment taxes.
0-5 years of experience
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.
0-5 years of experience
Tax supervisor reviewing individual, partnership and corporate tax returns prepared by 5 staff accountants.
- Identified and reported internal control weaknesses to clients.
- Filed tax returns and prepared governmental reports in compliance with strict standards.
- Optimized and managed research and development spending through collaboration with clients.
10+ years of experience
Expertise in corporate, partnership, non-profit, and individual taxation
- Managed bookkeeping and accounting services, including payroll and sales tax functions
- Performed various engagements including compilations, reviews, and tax planning
- Developed and maintained client relationships
- Trained staff in various tax, accounting, and payroll functions
- Represented clients before the IRS and FL Department of Revenue, including routine correspondence
0-5 years of experience
Board member responsible for all financial, operational, human resources, and administrative functions, while managing the strategic positioning of a diverse portfolio.
- Developed sales and operational key performance metrics
- Performed variance analysis to target areas for improvement
- Reported financial results and budget variances to Board of Directors
- Introduced annual budgets to departmental management, periodic reporting of results, and variances
0-5 years of experience
Handled all accounting functions including payroll for million-dollar companies.
- Developed and prepared monthly financial statements used by business management.
- Prepared financial review and compilation reports for profit and non-profit organizations.
- Created budgets and forecasts for the management.
- Prepared tax returns for non-profit organizations, corporation, partnership, and individuals with small business.
- Analyzed financial data and offered the suggestions to the management to improve the business and business management.
0-5 years of experience
- Identified and corrected deficiencies in financial statement reporting.
- Implemented new process for review of tax returns.
- Assisted in preparation of business valuations.
- Alerted management of identification and reporting of variable interest entities (VIE's).
0-5 years of experience
- Researched and implemented software and tools necessary to provide accounting and tax clients with impeccable service
- Provided strategic tax planning consultations to small businesses and individuals including entity type conversions with the State and Internal Revenue Service
- Performed external audit for non-profit HOA corporations
- Consulted as an outsourced Controller to firms in need of expertise in various areas
- Prepared business and individual tax returns
- Provided managerial accounting services to small businesses including budgeting, forecasting and reporting
- Coached small business owners to read and understand Financial Statements
- Administered system conversions to new accounting software
10+ years of experience
Prepare multi-state corporate and individual tax returns
- Generate personalized financial statements
- Assist with audits of nonprofit entities
- Contributes to highly successful outcomes in federal and state audits
- Supervise and direct communications between clients and taxing authorities
- Review financial statements and tax returns to ensure completeness and accuracy
- During a four year period of office transition, was the lead contact for all clients with their tax and financial issues. Maintained the office in a profitable, functioning state.
0-5 years of experience
- Preparation and review of partnership, corporation, individual and trust current and prior year tax returns along with tax audits and research
- Responsible for preparation of low income housing tax credit property Federal, State, and Local tax returns using audited financial statements and cost certifications
- Year-end closing of client prepared trial balances and general ledgers
- Preparation of quarterly and year-end payroll tax reports
- Presented and attended in house tax training programs
- Direct communication with assigned clients
- Worked directly with in house auditors and mentored junior tax staff
0-5 years of experience
Financial statement compilations. Multi-state Corporate, Partnership, individual, payroll tax and sales tax returns.
- Controller outsourcing. Installation & training of QuickBooks and Peachtree.
- Complex financial statements, multi-location audits and inventory audits.
- Performed the financial statement audits and inventory audits, and then prepared the Financial Statement compilations and the tax returns.
0-5 years of experience
Supervise the closing process to insure accurate financials and reporting and balance sheet account reconciliations. Helped team implement efficiencies in closing processes that compressed the close timing one day earlier.
- Complete monthly closing entries related to sales, COGS, reserves, and other accruals as necessary.
- Responsible for quarterly physical inventory and valuation.
- Responsible for clearances associated with physical inventory.
- Responsible for all audits including SOX compliance, sales and use tax audits, internal control audits.
- Responsible for updating all SOX related internal controls.
- Manage standard cost roll interfacing with cost accounting and purchasing.
- Manage tax related calculations and reporting.
0-5 years of experience
- Set up and maintained accounting records for clients in QuickBooks
- Reconciled bank accounts
- Provided payroll services and prepared payroll tax returns
- Performed compilations and reviews of financial statements
- Prepared business and fiduciary tax returns
- Prepared the 990 series of forms for nonprofit organizations
- Prepared individual tax returns
0-5 years of experience
- Managed bank transactions with accounting software-Peachtree
- Prepared financial reports concerning operating procedures
- Inspected original entries according to general accepted accounting procedures
- Examined account receivables and payables, and canceled check.
0-5 years of experience
Accounts Payable
- Recoded journal entries
- Proficiently handled full-cycle accounts payable with accountability ranging from weekly invoice & check processing by implementing routing plan and GL coding to account reconciliation
- Prepared bank reconciliation statement
- Prepared Federal and New York State tax return for individual
- Payroll checks and W2 preparation
10+ years of experience
- License confirms technical ability in all areas of accounting, taxation and business law; in establishment and monitoring of internal controls for audit compliance; and in issuance of financial statements in accordance with GAAP.
- Accomplished manager and trainer with strong leadership, supervisory and communication skills.
- Professional demeanor in representing the company and in all dealings with board/owners, staff and clients/customers.
- HR Expert - staff procurement and retention, employee benefits, payroll and associated taxes.
- Experience researching, designing, implementing and evaluating computer conversions.
0-5 years of experience
Accountant
- Prepare individual and small business, income, franchise, sales, and tax returns
- General ledger preparation, write up, and process year end W-2's and Form 1099's
- Prepare quarterly and annual compiled financial statements
- Gathered information from clients in order to prepare tax returns and keep client informed on status of tax return
- Prepare quarterly and annual employment tax returns
0-5 years of experience
- Perform daily accounting in QuickBooks, including monthly reconciliation
- Financial Statement Preparation
- Corporate Tax Return preparation
- Prepared payroll operations, including tax reporting and filing
- Organized and completed state filings for personal property tax reports & Biennial Profit
0-5 years of experience
Obtain Clients, Marketing, and provide customer service.
- Prepare individuals income tax.
- Assisted CPA to file taxes for new and current clients
- Assessed new and current clients files to insure the company abide by IRS rules and regulations
- Updated clients files on company's database/server
- Effectively source business prospects and employ client acquisition techniques
6-10 years of experience
Prepare tax returns including corporate, partnership, LLC, exempt organization, trust, and individual returns (including multi-state)
- Prepare individual tax projections and calculate estimate payments
- Conduct tax research and draft memo responses
- Draft responses to tax notices from various government agencies
- Resolve client issues with IRS, FTB, out-of-state and other agencies
- Maintain excellent client relationships (e.g., proactive communication, timely response to client calls or emails, etc.)
- Consistently achieve goals for billable hours
- Utilize QuickBooks on a regular basis
6-10 years of experience
Collaborates with individuals, corporations, trusts and partnerships to prepare income tax returns as well as monthly, quarterly, and annual payroll tax returns and financial statements.
- Income tax return preparation for individuals, corporations, trusts, partnerships, and gift tax
- Monthly, quarterly and annual payroll tax return preparation
- Research tax and accounting issues for clients
- Proficient with Lacerte, ProSeries, TaxWise, Crosslink, Tax Act sotware, as well as MicroSoft and QuickBooks
- Preparation of montly, quarterly and annual financial statements
- Management advisory services
- General ledger maintenance and reconcilioations
6-10 years of experience
- Receive and process client personal monthly invoices; execute accounts payable using Quickbooks and resolve discrepancies
- Process client accounts receivable
- Generate payroll for clients' staff; file and pay Forms 940, 941, 943, TWC, Federal Tax Deposit; prepare Schedule H, W-2s, W-3s, 1099s
- Create, maintain and follow client's job description and procedures; assist with the audit of internal controls and procedures
- Prepare individual tax returns
- Prepare trust's tax returns
0-5 years of experience
Audits of condominiums and cooperative apartments.
- Financial Statements, Consolidations, General Ledger and year-end closings
- Preparation of tax returns (individual, S-corp, partnerships), tax research
- Payroll tax, W-2s, 1098 and 1099s
- Accounting for real estate sales and mortgage refinancing
- Office coordinator
6-10 years of experience
Exective Assistant
- Answering multi phone line for busy departments.
- Preparing documents in Quickbooks, Miscrosft Word, Excel, Outlook, Prosystems FX, Practice Management, Super Forms.
- Assist in preparation of income tax returns (1040, 1040ES, 540ES), aseembling tax returns, payroll returns, property statements, pension certificates.
- Manage two busy departments and three partners in everyday office duties (letters, presentations, AR/AP and appointments).
- Set up and E-file of all tax return types.
0-5 years of experience
- Prepare business and personal tax returns for clients
- Prepare and file annual and quarterly payroll reports for a wide variety of businesses
- Meet with clients to discuss their tax situation and recommend options that best mitigate their tax liability
- Create client write ups for tax and business purposes
- Migrated client contact information from various sources into one centralized listing in Outlook
- Created Affordable Care Act flow chart questionnaire to determine what we need to prepare client tax return
6-10 years of experience
Business and Personal Income Tax Returns
- Audit and entry of client books through Financial Statements (42-50) Quarterly and Annual Payroll Tax Returns (State and Federal) (35)
- Bank Reconciliations
- Install and Train Quickbooks for small companies
- General ledger, journal entries and compilations
- Use Prosystems, Creative Solutions, Creative Bookkeeping Solutions, and UltraTax programs
0-5 years of experience
- Preparation of approximately 100 individual income tax returns.
- Monthly bookkeeping from entering checks to financial statements for various small businesses.
- Preparation of quarterly and year end payroll tax returns.
- Proficient in Ultra Tax, Pro-System, Lacerte, and Drake tax software.
- Proficient in Creative Solutions, Peachtree, and Quickbooks
10+ years of experience
Background in construction, manufacturing, and banking industry.
- External audit of construction, manufacturing and banking corporations.
- Preparation/Review/Compilation of company financial statements.
- Preparation of corporate and personal tax returns
- Compilation of Employers Quarterly Federal and State Tax Returns and Illinois Department of Employment Security Returns
- Union wage reporting.
- Microsoft office, Quickbooks, Peachtree, CCH/ATX Tax Software
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