I assisted low-income taxpayers in completing federal and state individual income tax returns by interviewing clients to complete an Intake Sheet and analyzing their tax documents. I also performed quality reviews of tax returns prepared by peers before electronic filing submission.

I first gained exposure to public accounting at ATC Group, Inc., where I dedicated myself to learning the complexity of public accounting. I managed my workload using QuickBooks Pro to assist clients with monthly bookkeeping and bank reconciliation, generate financial statements to help optimize the tax planning processes and procedures, and assist clients in filing monthly payroll and sales tax.