Amy Conrad, Cpa, Cpp Email & Phone Number

• Accurately reconciles and remits over $6 million in tax deposits weekly.
• Prepare and file all monthly, quarterly, and annual payroll tax returns for federal, state, and local withholding taxes, ensuring compliance with regulatory deadlines.
• Reconciles, prepares, and remits all quarterly unemployment and paid leave tax returns.
• Ensure all payroll tax activities are processed timely, accurately and in compliance with all federal, multi-state, and local tax regulations.
• Completes W2 reconciliation throughout the year to ensure accuracy of W2 forms at year-end, minimizing discrepancies and potential issues for employees.
• Conduct regular reviews of payroll data to identify discrepancies, proactively addressing issues to maintain data integrity.

• Prepared monthly, quarterly, semi-annual, and annual compiled GAAP financials.
• Prepared corporate, partnership, trust, estate, gift, not-for-profit, personal tax returns, sales tax, and payroll returns.
• Provided tax planning and audit representation services to clients.
• Responsible for updating depreciation schedules and preparing yearly tangible tax returns.

Altamonte Springs, Florida, United States

• Provided end of year bookkeeping so that the return can be properly prepared; prepared adjusting journal entries, trial balance, profit and loss, and balance sheet schedules.
• Updated depreciation schedules and prepared client tangible tax returns.
• Prepared client tax returns (corporate, partnership, trust/estate, and personal) to ensure the return was properly completed and would provide the client with the most beneficial tax credits and deductions.
• Responsible for overseeing and preparing 1099 for all clients.
• Responsible for overseeing and preparing Tangible Personal Property Returns for all clients.

• Responsible for auditing Small Businesses and Self Employed C Corporations, S Corporations, Partnerships, and Schedule C with $10 million or less of assets.
• Maintained an average case load of 35 tax periods.
• Investigated and examined source documents, financial statements, and business activities.
• Ensured that transactions are reflected in the records and tax returns.
• Analyzed accounting records to ensure established accounting principles have been applied.
• Evaluated applicability of internal controls within the business.

Master Of Science - Ms, Accounting

Bachelor'S Degree, Accounting