Anna T. Email & Phone Number

San Francisco, California, United States

Prepared and filed individual and business tax returns, working on 1040s and small business returns using Drake and Lacerte software, serving over 300 clients annually.Contacted clients to gather necessary information and documentation for accurate tax return preparation.Worked with tax departments to ensure timely and accurate submission of returns to the FTB and IRS.Organized and compiled tax packages for individual and business clients, maintaining meticulous records for each… Show more Prepared and filed individual and business tax returns, working on 1040s and small business returns using Drake and Lacerte software, serving over 300 clients annually.Contacted clients to gather necessary information and documentation for accurate tax return preparation.Worked with tax departments to ensure timely and accurate submission of returns to the FTB and IRS.Organized and compiled tax packages for individual and business clients, maintaining meticulous records for each case Transcribed, organized, and categorized daily entries into QuickBooks for over 50 small businesses, ensuring accurate financial tracking.Maintained data logs, regularly verifying data accuracy and correcting entry errors to ensure reliable records.Conducted weekly updates of workbooks, reconciled banking and financial data, and prepared AP for payment and mailing.Supported financial accuracy by identifying and rectifying discrepancies in the data entry process. Managed monthly and quarterly payroll filings (940, 941) for a diverse clientele of over 20 businesses, ensuring compliance with tax regulations.Prepared and filed annual W-2s and 1099s for more than 200 employees, maintaining accurate employee records.Assisted businesses in meeting their payroll tax obligations and ensured timely and accurate submission of payroll information. Managed AR through rent collection for a portfolio of 50 properties, ensuring timely payment and resolving any issues promptly.Processed monthly accounts payable for building expenses and utilities, maintaining accurate financial records.Updated and maintained property workbooks, lease agreements, and rent rolls to reflect the latest information.Aided in customer service by addressing resident inquiries, complaints, and concerns, including overseeing security deposit refunds. Show less

Daly City

- Processed payments for service, maintenance, and bills from an average of 50 customers daily, ensuring accurate and efficient transactions.- Balanced transactions using various payment methods, including credit card machines, cash registers, and check scanners.- Managed the closure of repair orders, meticulously filing and organizing records for efficient tracking.- Trained new employees on service department policies and procedures, contributing to a well-coordinated team.

Bachelor Of Science In Business

Associate In Science For Transfer Business Administration

High School Diploma