Cheryl Settle Email & Phone Number

United States

Allentown, Pennsylvania, United States

Own and manage multiple rental properties.

Allentown, PA

Preparation of Federal, State and Local individual income tax returns of varying complexity, to include multi-state returns, rental real estate and sole proprietorships for partner review using ProSystem fxPreparation of Forms 941, 940 and Local payroll tax forms for small businessesAssist with quarterly write-up work and financial statements using.

Ellicott City, MD

• Assisted with quarterly and year-end write up work for small businesses using Quickbooks, Creative Solutions and Excel
• Prepared payroll tax returns
• Prepared individual and estate income tax returns using GoSystem software for review by firm owner
• Researched tax issues and worked with other staff accountants to determine appropriate resolution

Westminster, MD

Seasonal personal tax return preparation.

Columbia, SC

• Responsible for all aspects of accounting for rapidly growing small real estate development business: AR/AP, payroll, financial statements, job-cost accounting, preparation of Form 941, development of budgets for each.
• Performed forensic accounting services to assist with divorce cases by preparing schedules to trace marital assets, created check spreads and budgets for high net-worth individuals, and prepared tax return/financial.

Columbia, South Carolina

• Provided assistance to three brokers in the areas of account documentation management, client problem resolution and marketing support
• Responded to client inquiries verbally and in writing, provided quotes and placed trades, monitored accounts and posted transactions

Columbia, SC

• Obtained Series 7 and 63 NASD licenses
• Serviced clients’ investment accounts via inbound call center, responded to inquiries regarding margin calls, account statements and general customer service issues