Lavera Wright Email & Phone Number

Houston, Tx, Us

I am a speaker? I come to speak about bookkeeping and tax information to help businesses make better decision.

Crunching the numbers can be overwhelming and frustrating let "Millennial Bookkeeping & Advisory Services" handle your financial reconciliation books. Let us help you implement a financial system for your company that will contribute to your company's financial growth, increasing your bottom line.

A full-service, year-round income tax preparation and accounting company specializing in fully computerized federal and state tax preparation of individual returns, businesses and nonprofit organizations 990 form.

Towson, Maryland, Us

●Processed financial records asset, liability, revenue, and expense entries by compiling and analyzing account information.●Keep up with balances of subsidiary accounts by verifying, allocating, posting, reconciling transactions, and resolving discrepancies.●Summarizes financial status by collecting information and, preparing balance sheets, profit and loss, and other statements.●Avoids legal challenges by complying with legal requirements.●Secures financial information by completing database backups.●Protects the organization’s value by keeping information confidential.●Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; and participating in professional organizations.●Produce error-free accounting reports and present their results.●Provide technical support and advice to management.●Review and recommend modifications to accounting systems and procedures.●Organized input into the department’s goal-setting process●Direct internal and external audits to ensure compliance.●Plan, assign, and review staff’s work.●Processed financial statements and produced budget according to schedule.●Supervised month-end and year-end close process●Develop and document business processes and accounting policies to maintain and strengthen internal controls.●Processed the completion of the quarterly and annual regulatory filings.●Conform with and abide by all regulatory guidance and internal policies & and procedures.●Document policies, procedures, and workflow for assigned areas or responsibilities.●Contribute to department and organization special projects as assigned.●Verifies vendor accounts by reconciling monthly statements and related transactions.●Maintains historical records by microfilming and filing documents.●Prepared and processed federal and state grants for businesses.

Towson, Maryland, Us

L Wright Co LLC is your trusted partner in navigating taxation complexities with precision and expertise. As a leading tax firm, we provide comprehensive tax services, including tax preparation, strategic tax planning, and IRS compliance solutions. Our team of experienced professionals is committed to delivering personalized and efficient tax solutions tailored to meet the unique needs of individuals, businesses, and organizations. With a focus on excellence and client satisfaction, L Wright Co LLC stands as a beacon of reliability, ensuring our clients receive the highest service and support. Experience the difference of working with a dedicated team that goes beyond the numbers, offering insightful advice and innovative solutions to optimize your financial success. Choose L Wright Co LLC for a seamless and confident approach to your tax and financial needs."About L Wright Co LLC Tax Firm in New York:At L Wright Co. LLC Tax Firm in New York, we bring a wealth of experience and expertise to the ever-evolving landscape of taxation. As a trusted partner for individuals and businesses across the state, we specialize in providing top-notch tax preparation, strategic planning, and IRS compliance services. Choose L Wright Co LLC for reliable and personalized tax solutions tailored to meet your unique needs in the dynamic business environment of New York.About L Wright Co LLC Tax Firm in Texas:L Wright Co LLC Tax Firm proudly serves the vibrant business community of Texas with comprehensive tax services. Our seasoned professionals are committed to delivering excellence in tax preparation, strategic planning, and IRS compliance. We understand the diverse needs of Texas residents and businesses, offering tailored solutions that align with the state's tax regulations. Whether you're an individual seeking personalized advice or a business navigating complex tax structures, L Wright Co LLC is your dedicated partner for success in the Lone Star State.

Towson, Maryland, Us

Our services offer Accounting/Bookkeeping, Financial Advisory, Tax Preparation, Payroll, and Financial Classes. We serve small businesses and mid-sized businesses. In late 2008, Lavera decided to invest all her knowledge, commitment, skills, and dedication into starting her own business. Following is a testimonial from a client that used our credit report management program that raised their score by 58 points within several weeks: Our mission is to provide clients with outstanding customer service, quality, and professionalism while offering cost-saving solutions.The company has successfully provided practical business solutions to clients and helped them focus on building credibility and value.

Towson, Maryland, Us

Accounts Receivable, Accounts Payable, WordPerfect, Microsoft Word, PowerPoint, PeopleSoft; Microsoft Excel, ADP; Broadway Data Base; Report Smith, Ceridian, Quickbook and Adobe Reader, IBM Cognos Insight-Entry Level, Cognos Workspace Advanced- Entry Level and Cognos Transformers- Entry Level

Light University August 2022 Tax Preparer & Professional License PTIN Registry Directory November 2023 CPA Candidate 2023MWBE Certification in New Yor, TexasDBE Certification in Baltimore, MarylandVendor in multiple States for Bidding on contracts

Baltimore, Md, Us

QB Online, reconciliations/cleanup project to integrate new accounting software.

●Prepare correct, timely financial statements in accordance with our established schedule and with input from the rest of the accounting department.●Conduct monthly and quarterly account reconciliations to ensure correct reporting and ledger maintenance.●Analyze financial statements for discrepancies and other issues that should be brought to the CFO’s attention.●Review all inter-company transactions and generate invoices as necessary,●Create an accounts payable procedure manual for the organization.●Process monthly bank reconciliations for ten bank accounts ●Process all documentation for weekly wire transfer payments.●Input all invoices every week and cut checks.●Print out check register reports, check summary reports, and update check register data.●Process organization of various projects for PTN payments

Laguna Hills, California, Us

•Researched and understood tax law. •Met clients to gather information and explain options to them. •Checked and completed tax forms. •Audited clients’ tax records •Prepared quarterly and annual Federal related tax compliance. •Prepared calculations of the R&D credit, including documentation requirements by the Internal Revenue Code •Managed tax software and implemented new features; assisted with quarterly and annual provision processes. •Responded to related tax correspondence and research issues as they arise. •Devised tax strategies to defer or eliminate tax payments. •Researched and corrected process errors that caused incorrect tax filings. •Negotiated with tax authorities over tax payment issues. •Advised management on the impact of new laws on tax liabilities. •Established 501(c)3 tax exemption status for startup non-profit organization and filed 990 tax form for 2014. •Administered tax returns for twenty individuals and three startups using forms 1040, 1040NR, 1040EZ, 1099, Schedule K-1 (Form the 1120S), 1065, 941, 944, and 990. •Devised a financial strategic plan to increase the company’s return on investment (ROI) •Conducted a tax preparer class for the 2016 tax season.•Prepared Texas franchise tax filing •Audit representative for clients

•Processed financial records asset, liability, revenue, and expense entries by compiling and analyzing account information. •Keep up with balances of subsidiary accounts by verifying, allocating, posting, and reconciling transactions, and resolving discrepancies. •Summarizes financial status band y collecting information, preparing balance sheets, profit and loss, and other statements. •Avoids legal challenges by complying with legal requirements. • Secures financial information by completing database backups. •Protects the organization’s value by keeping information confidential. •Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; and participating in professional organizations. •Produce error-free accounting reports and present their results. •Review and recommend modifications to accounting systems and procedures. •Organized input into the department’s goal-setting process • Direct internal and external audits to ensure compliance. •Plan, assign and review staff’s work. •Processed financial statements and produced budget according to schedule. •Supervised month-end and year-end close process •Develop and document business processes and accounting policies to maintain and strengthen internal controls. •Processed the completion of the quarterly and annual regulatory filings. •Conform with and abide by all regulatory guidance and internal policies and procedures. •Pays vendors by monitoring discount opportunities; verifying federal ID numbers; scheduling and preparing checks; resolving purchase orders, and contracts; invoice, or payment discrepancies and documentation; ensuring credit is received for outstanding memos; issuing stop-payments or purchase order amendments. •Verifies vendor accounts by reconciling monthly statements and related transactions. •Maintains historical records by microfilming and filing documents.

•Consistently surpass sales quota; 298% performance above district and region sales margin within first two months of employment.•Voted employee of the month for February 2016•Repeatly exceed 100% of sales requirements during annual and major sale dates •Continually provide customers with outstanding support by understanding their needs, recommending the right products, services and resolved customer issues as they arose.•Attend product training classes and participate in pre-selling drives to maximize sales•Provide team training to future Fine Jewelry team members.•Effectively able to multi-task numerous responsibilities with minimal supervision

•Maintain quality service by establishing and enforcing organization standards•Achieve staff results by communicating job expectations; planning, monitoring, and evaluating job results, policies, and procedures.•Retain staff by training employees in developing professional growth opportunities.