• Create individual work-in-process lists daily in Excel• Prepare tax work papers for PDF files and schedules the order and easy to review• Prepare the Initial individual tax return into the ProSystem software for clients based on work papers• Research tax issues for specific situations and communicate tax project status with team members• Check all diagnostics from tax return process before completing tax return from the ProSystem• Create a T-letter to cover the details of refund information for clients

Customer Service

• Data entry for A/R and A/P using accounting software such as Excel, QuickBooks, Quicken• Prepared IRS and EDD tax payments• Prepared federal and state tax returns for clients• Performed general office tasks such as documents scanning and copying, maintaining case files• Processed payment to EFTPS• Prepared personal contract paperwork and fax contract information• Prepared personal contract paperwork and fax contract information

• Prepared bills for customers• Processed payments from customers by cash or credit cards• Ensured bills and payments were accurate• Calculated the total payments received during my shifts• Reconciled money received with total sales on computer systems