Provide expert tax planning and preparation services, specializing 1040 Individual Returns as well as Schedule C small business tax planning and financial statement preparation.Offer personalized financial coaching sessions to improve clients’ budgeting, debt management, and tax advantaged investment strategies, resulting in clients paying off over $100,000 in debt, growing investments by $650,000 and maintaining an average emergency fund of $18,500 while working with Mindful Cents.Administer QuickBooks Online accounts for clients, generate detailed financial reports including profit and loss statements and balance sheets to provide clients with insights to their financial health, collaborate with clients to set up customized chart of accounts tailored to their specific needs, and ensure financial accuracy and prompt resolution of discrepancies

Prepared complex 1120 and 1120S business tax returns, 1065 partnership returns and 1040 individual returns while attaining proficiency in Intuit Lacerte Tax Software.

Provided comprehensive answers to tax questions, interpreted tax laws within various states and applied to clients individual circumstances, and assisted with Intuit tax software inquiries through the TurboTax Live Service program.Successfully and efficiently completed 50 individual returns using TurboTax software.Served as Subject Matter Expert on complex tax issues including rental properties, self-employment, and partnerships.

Conducted audit, review, and compilation services in conformance with US GAAP, contributing to the preparation of annual financial statements.Managed employee benefit plan audits to ensure ERISA compliance.Advised clients on internal control processes and business strategy.

Oversaw the billing and collection of loan payments and fees from over 80 distressed commercial mortgages averaging $3 million in debt; tasks included processing payments in the loan and accounting systems and working with borrowers to ensure invoices were paid in a timely manner. Reconciled 50 cash accounts on a monthly basis and efficiently resolved discrepancies due to outstanding withdrawals, deposits in transit, and duplicated or missing journal entries.