o Perform monthly bookkeeping for S-corp and partnership entities, including transaction entry, paying invoices, account and sales reconciliations, and journal entries.o Proficient in preparing various tax returns (1040, 1065, 1120, and 1120S) using CCH Axcess Tax Software.o Administer biweekly and monthly payrolls via QuickBooks and ADP.o Expertise in preparing monthly and quarterly sales tax returns.o Facilitate communication with clients to address accounting inquiries and resolve issues promptly.o Develop income and tax distribution estimate worksheets for clients.

o Organized and classified transactions, maintained petty cash ledger, and reconciled bank statements using QuickBooks Online.o Executed federal tax deposits, filed tax forms, and managed monthly and quarterly sales tax filings.o Prepared sales tax reconciliations.o Assisted in compiling bank loan documents, prepared personal financial statements, and provided detailed reports to banking institutions.o Proficiently handled payroll setup and management using QuickBooks Online.

o Managed client documents, prepared tax returns using Lacerte tax software, and created detailed documentation of all work completed.o Handled various accounting tasks including creating adjusting entries, bank reconciliations, and report generation using QuickBooks Desktop and QuickBooks Online.o Prepared and filed quarterly payroll forms and facilitated client communication for tax and bookkeeping matters.o Maintained responsibility for office supply procurement and management.

o Completed various data entry tasks including entering income on tax forms, such as W-2 and 1099 forms. o Ran reports for property taxes and foreign currencies. o Prepared foreign financial account forms (FBARs). Copying over tax forms and files from the previous year to the current year.

o Managed correspondence and organized client tax documents including W2s, 1099s, K1s, and 1098s.o Prepared tax returns using UltraTax software.o Handled financial transactions, including checks and cash, and ran various errands as required.