Michael Tolve Email & Phone Number

• Categorized transactions of company accounts within QuickBooks. • Reconciled numerous companies’ bank statements and gathered further information from the bank when necessary.• Follow up with clients regarding essential information for deadlines.• Aided in the process of creating and organizing information to efficiently fill out 1099 NEC/MISC forms.• Created 1040 non-resident returns with all applicable schedules/forms (C, OI, 8223), created spreadsheets to display needed data efficiently.• Worked in amending error claims regarding withholdings of clients from The Internal Revenue Service.• Created and organized Payroll Excel Sheets to determine clients SUTA/FUTA liability as well as fill out the appropriate forms (NYS-45/940/941)• Created tax projections for individuals who claim self-employment income.• Organizing authorization forms for clients to review regarding approving and booking their Accounts Payable through ACH.

Free state/federal income tax preparation for those who are low to moderate income earners, disabled or elderly.Gather tax information from clients.Prepare tax returns using chosen software (TaxSlayer)Perform an outtake interview to explain the outcome of the tax return to the client.