Abbey Dessert Email & Phone Number

California, United States

Seattle, Wa, Us

Au

Helping nonprofit organizations in reaching their financial goals through accounting and attest services.

• Manages the sublease billing, phone lines, and office organization and upkeep for 6 Tenants.• Performs data entry, physical and electronic filing, accounts payable, and professional communication with Clients and Vendors.• Processes the necessary paperwork to open, maintain, and transfer Retirement, Brokerage, and Trust accounts for 30 clients.• Sorts, Organizes, and scans source documents for tax returns.

• Prepares Individual, Partnership, S-Corporation, and C-Corporation Tax returns with accuracy.• Creates Excel spreadsheets on Capital Gain/Loss, Trial Balances, Profit & Loss Statements, Balance Sheets, and Tax working papers using information provided by clients.• Communicates professionally with clients to collect necessary information to prepare tax return.

San Diego, California, Us

• Researches back taxes, reviewes prior tax returns for errors, requests financial records from clients, prepares preliminary list of tax deduction for clients.• Organizes and assembles trial binders.• Manages and maintains sensitive data and client information.

• Coordinated and advertised successful sales seminars for prospects and clients.• Collects, analyzes, and compiles data for stock reports and financial plans for clients.• Sorts incoming mail, prepares and tracks outgoing mail, prepares paperwork and maintains filing system and CRM database.

Master Of Professional Accountancy

Bachelor Of Business Administration - Bba, Accounting

Education record