Nicholas Baumann Email & Phone Number

Dallas, Tx, Us

Private equity, Partnerships, C-Corp, 990, tax letter research, etc.

• Prepares 1040 and state Franchise returns• Prepares S-Corp/Corp returns • Prepares Partnership returns• Prepares business and personal amended returns • Analyzes audit notices and provides recommendations for how clients should proceed• Correction of errors listed from the supervisor's review of completed returns• Organizes client tax documents to ensure quick preparation of tax returns• Prepares financial reports by collecting, analyzing, and summarizing account information.• Review and list corrections for peer business and personal returns• Prepares POA’s and Extension forms

- Prepared Individual and S-corp/Corp returns for clients. - Corrected errors listed from the supervisor's review of completed returns.- Organized client tax documents to ensure quick preparation of tax returns.- General collaboration on special projects organized by firm committees such as social and instructional events- Prepared financial reports by collecting, analyzing, and summarizing account information.- Prepared tax projection modules for the client based on their annualized cash flows- Performed Bookkeeping duties such as bank reconciliations, transaction coding, and general journal entries- Prepared Estate and Trust returns - Performed 1099 filings for businesses

Dallas, Texas, United States

- Helped assist with the preparations of federal and state tax returns for individuals.-Correction of errors listed from the supervisor's review of completed returns.-Organized client tax documents to ensure quick preparation of tax returns. -Performed and reconciled bank accounts.-Completed special projects with efficiency and attentiveness.-Prepared financial reports by collecting, analyzing, and summarizing account information.

Addison, Texas

-Provides in-home solutions related to internet, cellular, and entertainment-Provides in-home phone set up and data transfers-Provides account analysis on phone bills to offer savings and solutions-Troubleshoots phone issues and resolves customer conflicts by teaming up with support-Actively engages in team meetings to offer advice that creates a better experience for customers and employees alike.

Frisco

-Provided exceptional mobile solutions related to customer needs.-Communicated Carrier plans and financing opportunities with customers.-Met Sales Goals consistently and received several rewards-Made sure inventory records were accurate with what was on the sales floor-Provided managers with ways to improve sales and generate revenue-Frequently contacted Carriers to resolve customer account issues-Troubleshooted phones to diagnose issues and provided solutions thereof

Allen Texas

-Executed daily operations of opening and closing responsibilities.-Assigned tasks and goals to employees as designated by senior management. -Audited registers to produce daily closing statements. -Completed bank deposits and reconciled statements.-Maintained inventory records, and ensured that every item was tagged to be sold.

Allen, Texas

Allen Texas

-Performed all opening and closing duties-Ensured that team met budget and sales goals-Provided exceptional service for customers-Created Excel spreadsheets for daily sales goals-Audited registers and closing statements-Prepared bank deposits and filed deposit tickets

Plano, Texas

-Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts, cash, checks, and other forms of payments to banks.-Verified consignment checks, Bank deposits, and Closing statements.-Operated 10-key calculators, computers, and copy machines, in order to perform calculations, and produce documents.-Facilitated the transfer of inventory among buildings.-Worked with Quick Books and Excel

Anna, Texas

-Operated the register at the store, and completed varied transactions.-Completed the customers transactions with stellar customer service and attention to detail.-Ensured that the goods were tagged and added to the inventory system prior to being listed for sale.-Executed all shift responsibilities assigned by the managers.