K. Shanti Fitch, Enrolled Agent Email & Phone Number

Seattle, Wa

Preparing individual Federal Income Taxes (1040) and all 50 states when needed, year round preparation and during busy peak season (January-April), Washington State B&O and Combined Excise Tax Return preparation, IRS letter handling & response, personal income tax advice and year round tax planning, Quality Control, client correspondence (e-mail, phone, fax, in-person), assembly.Specialties: Small Business Sole-Proprietorships, U.S. Income of Non-Citizens 1040NR & Dual Status, Foreign Income of U.S. Citizens 2555, Employee Stock Purchase Program (ESPP's), Non-Statutory Stock Options (NSO's), Incentive Stock Options (ISO's), Restricted Stock Units (RSU's), Itemized Deductions Schedule A, Employee Business Expenses 2106, Rental Properties Schedule E.

Alpha-numeric data entry, document data searching, printing to PDF, quality control, minor document analysis and entry, document scanning to PDF, greeting clients, receiving packages, front desk ID check and sign in for secured office, answering multi-phone lines with call screening and transferring, checking and distributing mail, updating library reference materials and organizing library, trained with Executive Assistant in protocol and assisted with support of office including making travel arrangements and scheduling, assisted with office management such as ordering office supplies, arranging employee birthday celebrations and kitchen maintenance.

Seattle Center Franchise, Seattle, Wa

Preparing individual taxes during busy peak season (January-April) as well as off-season, client interviews in-person and over the phone or e-mail, IRS letter handling & response, personal income tax advice and year round tax planning, offering additional products and services such as Refund Anticipation Loans, customer service, phones, updating tax information booklets in office, training new employees in use of computers and tax preparation, teaching tax preparation classes to the public, Quality Control, E-filing.Specialties: Small Business Sole-Proprietorships, U.S. Income of Non-Citizens 1040NR & Dual Status, Foreign Income of U.S. Citizens 2555, Employee Stock Purchase Program (ESPP's), Non-Statutory Stock Options (NSO's), Incentive Stock Options (ISO's), Restricted Stock Units (RSU's), Itemized Deductions Schedule A, Employee Business Expenses 2106, Rental Properties Schedule E.

Naknek, Ak

Front office support included using Access to create fleet information reports daily, front office customer service, fisherman check-in processing, Tender sales data entry, phones, alpha and numeric filing, preparing daily fish poundage statistical reports using Excel and Access for company and the Alaska Department of Fish & Game, creating new template forms for statistical data in Excel and Access, checking Fish Tickets for math accuracy & legibility, data entry of over 4000 Fish Tickets using Access, calculating & applying Chum percentage to fish poundage data and creating Excel reports on daily fishing area chum percentages, applying average weight to fish poundage data and updating relevant reports, assisting fishermen in store after hours during high tides, employee bunkhouse damage inspections and room key testing for over 100 rooms, key organization and copying, recording and entering sales on employee accounts for payroll dept., recording sales for fishing vessel and tender accounts for AR dept., limiting employee spending and informing employees of limitations to accounts.

Tax Preparation

Over 350 hours CPE in tax preparation & planning covering Individual, Business & Representation.

Bachelor Of Arts, Major: Studio Art (Emphasis Photography); Minor: African Studies

Activities and Societies: Gospel Choir, Interfaith Discussion Group, SCA

Hs Diploma, General

Activities and Societies: Theater Company, Choir, Marching Band, Honors Club, Thespians