Andrea Krueger Email & Phone Number

Mount Clemens, Mi, Us

Mount Clemens, Mi, Us

Tax, Accounting, and Financial Forensics Consulting – Tax planning, strategies, and compliance; business entity structuring; management consulting; tax controversy resolution; forensic analysis of financial data; controller-by-the-hour; QuickBooks ProAdvisor. Specializing in SMB & start-ups; benchmarking; technology strategies; compliance delinquency corrections; and more.

Mountain View, California, Us

Quality Reviewer 3/2021 to present: Reviewing Full-Service tax return preparations for accuracy and compliance with Intuit’s standards for high quality product.Full Service 1/8/2021 - 3/2021: Tax return preparation.Tax Expert 1/2/2013 to 4/26/2013, 1/2/2014 to 3/25/2014:Fast paced, think on your toes, position answering TurboTax customer calls and chats with professional tax information and advice. Received 140% bonus for highest net promoter scores and customer resolution satisfaction.Senior Tax Analyst Programmer 4/30/2007 to 9/21/2012:Key member of the “Interview” team ensuring accurate preparation of individual tax returns; Charged with building screen flows that are easy to follow & understand with language that avoids technical tax jargon.Responsible for TurboTax graphical user interface and support on federal and state products; Focused on high profile and revenue generation areas such as the Earned Income Credit, and the New York and Cities Individual Income Tax products.Research, analyze, develop, and update the user interface and in-product code, keeping current with the federal and state tax laws and regulations and use case scenarios.Analyze multiple sources of customer feedback to identify opportunities for product improvement .Collaborate with product managers, user interaction specialists, writers, editors, quality assurance analysts, and other team members to design, develop and release new product features and offerings on time.Partner with other departments recommending and developing new, innovative solutions for software usability problems; Passionate advocate for reducing the complexity of tax compliance for multi-state filers.Early adopter of new technology providing change management assistance across teams and influencing process improvements; Participated in initiatives that foster tax literacy for low income filers via “Freedom File”; Represented Intuit in the IRS EITC Software Working Group Alliance.

Clinton Township, Mi, Us

Tax compliance; accounting including audits, reviews, and financial statement preparation; business financial and tax planning; financial forensics; and QuickBooks ProAdvisor.

Client representation before the IRS and NYS DTF in regard to tax disputes, voluntary disclosure and compliance applications, and other tax matters. Tax audit, research, forensic accounting, and client accounting support.

Bridgewater, Nj, Us

Directed team, accountable for State & Local income, franchise & excise tax compliance. Prepared and maintained multi-state apportionment schedules; developed and maintained tax calendar. Oversaw sales & use tax, income, and franchise tax problem resolution and jurisdictional audits. Supported the preparation of federal forms 1120, 5471, 1118 and tax provisioning. Analyzed M-1/M-3 adjustments. Developed and maintained databases using MS Access and E-room. Contributed to Sarbanes-Oxley documentation and testing. Assisted in the selection of outside tax consultants.

Worldwide, Oo

Specialized in Closely-held corporations and related services. Prepared and/or supervised tax compliance work in all areas of income, franchise, and intangibles taxation including corporations, partnerships, exempt-organizations, estates, individuals, and state and local taxes. Provided FAS-109 analysis and tax provision calculation for several large corporate clients. Acted as reference for firm's tax preparation software process. Performed accounting and tax research using published documentation, proprietary databases, and on-line resources; Administered in-house tax training.

Us

Worked with programmers to author software for the preparation of individual income tax returns. Responsibilities involved research, analysis, and anticipation of changes in the tax laws as well as design of user manuals, data entry screens, output worksheets, and flow-charting the order of calculations. Prepared product specifications for Federal and several state products. Developed extensive test data for verifying and debugging program calculations. Gave product demonstrations and instruction at accounting and computer trade shows in New York City and Los Angeles. Provided telephone support for customers in technical tax and systems areas. Participated in internal workflow structuring and quality control.

Ms-Tax, Taxation

Bba, Accounting