Full range of CPA firm work, including preparing personal and corporate returns using CCH Pro-F/X software, much work with QuickBooks desktop, including write-up, year-end adjusting entries, generating P & L's and Balance sheets to prepare 1065 & 1120 returns, etc.. Prepared 990 non-profit returns. Handled IRS and PA and other revenue notices as well as much general work with Microsoft Excel. Also have been working for the past 3 years at my own client preparing multi-state sales tax returns using Sage Business Works software.

Full range of CPA firm work, including preparing high income/high net worth, multi-state tax returns using CCH Pro/Fx software. Preparing client's monthly/quarterly/annual accounting & financial statements using CCH Engagement software. Proofreading, correcting monthly/etc. financial statements. Helping perform annual 401(k) plan audits. Working with Microsoft Excel, etc..

Originally started as a part-time Traffic Checker and later various other duties for the Service Planning Dept., then working full-time in the Revenue Accounting Dept. starting in 2016, processing payments, auditing cash receipts, reconciling the many various bank deposit accounts linked with them, tracking down missing payments and deposit, make General Journal entries for all these and other transactions, etc.

Full range of Public & Tax accounting work. Preparation of simple, intermediate and complex individual returns. Ran weekly payroll & prepared payroll tax returns (940's, 941's, etc.) for various small business clients, Performed full charge bookkeeping services for various small business clients using QuickBooks software (write-up, bank recs, and General Ledger adjusting entries), performed year-end adjusting entries to produce final P&L and Balance sheet statements for preparation of business and corporate tax returns (Schedule C's, 1120's, 1065's, RCT-101's, Phila. BPT, NPT, etc.). Prepared compiled Financial Statements for audit purposes. Performed Analysis work determining cost basis of investment accounts. Worked with Excel & Word software. Worked successfully with a wide range of personal and business clients and often dealt directly with IRS & PA revenue agents.

Preparation of individual, sole proprietor, partnership and small corporate tax returns on Lacerte tax software. Became familiar with the many various Philadelphia taxes and returns. Worked with QuickBooks accounting software. Prepared year-end W-2's and 1099's. Dealt successfully with many different types of clients.

Preparation of individual and some small business tax returns. Dealt with IRS & PA Dept. of Revenue electronic filing systems and handled and cleared up reject notices. Worked successfully with many different types or clients.