Robin Farrell Email & Phone Number

Auburn, Ca, Us

Las Vegas, Nevada, Us

*Prepared both federal and state individual, business and estate & trust tax returns*Monthly, Quarterly & Annual Bookkeeping for multiple clients in various industries including legal, medical, construction, real estate, manufacturing, retail stores, restaurants, and casinos.*Assisted clients with tax planning and estimated payments.*Planned, prepared, and reviewed year end tax forms such as 1099's, W-2's and 1098's*Researched and provided guidance to clients on complicated tax issues.*Assisted many clients with successful PPP applications and forgiveness during the pandemic.

● Prepare year end federal and state tax returns for individual, business, non-profit, and estate clients. ● Perform financial statement compilations, reviews and audits.● Prepare payroll and quarterly tax returns.● Maintain Quickbooks data for business clients.● Assist clients with tax planning and estimates.

Las Vegas, Nv, Us

• Manage all accounting and human resources activities including:• Maintaining all accounting records including entering vendor invoices, creating client invoices, payroll, filing payroll taxes, filing sales tax, inventory management, maintaining all account reconciliations and preparation of monthly financial statements.• Coordinating all human resource activities such as payroll tax forms, health insurance contributions, required trainings for OSHA, issuing W-2 and 1099-MISC, Federal and State posting requirements, and running background checks.• Liaise with bankers, attorneys and CPAs.• Process all customer orders including shipping and warranty processes.• Design and create multiple organizational processes for tasks such as sample requests, shipping, customer quotes, purchase requests, travel policy, expense reporting, issuing warranties, approving new customers, customer training and trade show management.

Cedar Rapids, Ia, Us

• Manage the day to day accounting activities for the US office• Prepare, maintain and coordinate payroll on a semi-monthly basis• Ensure compliance with payroll, franchise, excise and local taxes for all states in which we employ candidates or conduct business (36 states at last count)• Prepare domestic and international consolidated financial statements on a monthly basis for submission to banks & investors• Oversee bookkeeping and HR department including preparation of documents, reports, etc. for submission to our immigration attorney for employees who require visa sponsorship• Coordinated with external auditors for year-end review providing all necessary information needed to complete the audit• Occasionally assist with projects outside the accounting department on an ad hoc basis

• Researched and answer tax related questions for software customers via phone and email• Operated a multiline phone system• Updated customer account information relating to various tax issues

Gb

Performed year end audits of financial statements for both public and private companiesPerformed quarterly review proceduresPerformed Sarbanes-Oxley Section 404 testingAudited employee benefit plansPerformed audits to determine compliance with state and federal laws and regulationsEngagements consisted of the following types of entities: Public Companies, Private Companies, Not-for-Profit Foundations, Governmental Entities, Investment Management Companies and Educational Institutions

Managed the day to day activities of a 200+ client, 24 hour answering service including employee scheduling, new hire training, customer service, technical support, new client presentations, marketing and billingMaintained billing records for all clients, entered receipts, prepared deposits and performed reconciliationsCommunicated with new answering service customers to build service packages to suite their individual business needsFollowed client instructions with regards to how each call should be handled based on the caller situationAnswered after hour urgent type phone calls for 200+ different businesses on a 13 line phone systemDispatched tow trucks for AAA after hoursCoordinated doctor, patient, and hospital lines of communication including on-call schedulesConducted presentations for potential answering service clients