Handling all accounting, tax and audit matters, including data entry, review of individual and business tax returns, compilation, review and audit of financial statements with various basis of accounting.Create standard procedures for the preparation of tax returns in order to save time and maintain consistencyAssist new clientele by reviewing and amending their income tax returns erroneously prepared by other tax professionals Perform the first review of corporation, partnership, estate and trust tax returns prepared by interns and accounting staff, as well as signing off as the final reviewer of individual tax returnsResearch complex and unusual transactions to assist clients with tax planning Conduct various phases of audit engagements including planning, risk assessment, field work, reporting and archiving of work papers

Preparation of tax returns (1040’s, 1041’s 1120’s, 1065’s, 990’s)Assisted clients in responding to IRS and handled other tax jurisdictions correspondence to resolve the underlying issuesPerformed various attestation and audit engagements for non-profit organizationsIdentified and communicated issues during an engagement and proposed solutions in a timely mannerHandled multiple tasks and engagements simultaneously, accurately and efficiently while meeting strict deadlinesSet up basic accounting and general ledger systems in QuickBooks for new clientele

Utilized UltraTax software to prepare individual tax returnsCommunicated with clients and worked as a team to deliver completed tax returns to clientsHandled incoming and outgoing client calls to respond to tax inquiries and to schedule appointmentsMet with clients to collect their tax documents and determine their eligibility for tax credits and deductions