- Prepared and submitted S Corporation, Partnership, and Corporation tax returns for 50+ small businesses based in Washington by the due date.- Reconciled financial statements by reclassifying balance sheets, income statements, and trial balance items to determine book-to-tax differences.- Reviewed individual clients’ information and utilized the potential deductions and credits on their returns.- Coordinated with business clients, prepared, and filed period tax reports (including state unemployment insurance, labor, and industries, local city tax, excise tax, 941 and 940) to avoid late filing penalty.- Researched and interpreted tax legislation to provide related documentation keeping clients in compliance with IRS and WA State guidelines.- Assisted clients with IRS and State notices and letters.- Assisted in accounting and bookkeeping processes from journal entries to financial statements.- Assisted with audit paperwork and facilitated the federal and state audit processes.- Set up companies and apply for business and all other required government licenses.- Prepared company year-end closing; filed annual tax reports; and issued W-2, 1099, and other necessary forms.- Ensure clients comply with periodic tax payments and information reporting.

- Maintained and updated monthly and reimbursement statements by collecting, summarizing, and verifying data.- Researched and collected 200+ clients' information to update on Salesforce.- Responded to volunteer inquiries, organized, and conducted biweekly Volunteer Orientation.- Worked closely with Executive Director on special, fiscally-related tasks. - Analyzed and maintained the 2019 annual benefit gala’s budget of $13,000.- Created invoices for sponsors and processed payments for 2019 gala's vendors.- Developed check-in and check-out model for 2019 gala' attendees to cut off the waiting line.- Contacted businesses by phone and email to solicit sales for goods or services and request donations for 2019 gala.

• Interviewed clients to obtain additional information on income and deductible expenses• Explained tax deductions, proper credits, and tax liabilities to clients• Prepared and filed tax returns using TaxSlayer software

• Created paper rose and designed cards for Valentine’s Day Fundraising• Presented College Project idea and collected students’ signatures to increase the number of Chromebook and ADA desk for disability students, the project received $9,000 sponsorship

• Achieved telemarketing target every week by visiting at least 5 potential customers • Analyzed financial statements of potential customers• Assisted customers through the leasing process