Samone Johnson Email & Phone Number

Issaquah, Washington, United States

Wfh

Tax resolution. Assisting clients with back taxes, unpaid debts and IRS negotiations.

Nyc

Prepared individual and corporate returns for clients in the entertainment industry using CCHAssembled projections using BNA for tax planning Created letters responding to tax noticesFiled quarterly payroll and made tax liability payments Put togethers financial statements using quickbooksManage client accounts and interact with clients to maintain positive working relationshipsLead quickbooks training for other employees and certain clients

Greater New York City Area

Assisted seniors in preparing individual, trust, foundation, and gift tax returns for high net-worth households using CCHAnalyzed state apportionment for corporationsResearched tax law questions Helped senior in Private Client Services with estimated tax filings and prepared quarterly estimatesCreated letters regarding tax return conclusions for the client

Placerville

Perform bookkeeping services for four small companies. Oversee working capital management. Create amortization and depreciation schedules for notes and asset listings and post resulting journal entries. Analyze and prepare financial statements for compliance with tax and loan requirements. Work with CPA to compile all tax related documents and information. Gain clientele through recommendation.

Folsom

Perform bank and credit reconciliations for multiple clients. Responsible for accounts payable and processing travel, meal, and mileage reimbursements. In charge of performing audit procedures to rectify financial statements previously misstated. Includes calling customers and vendors to reconcile accounts receivable and payable in amounts upward of $1 million. Report to CPA and manager regarding findings on a monthly basis.

Placerville

Create and prepare the financial statement on a monthly basis. Responsible for managing both accounts receivables and accounts payables in excess of $50,000 monthly. Monitor, input,and pay all sales, use, and payroll taxes and ensure they are filed on time. Perform extensive data entry and create spread sheets to analyze.

Folsom

Work with Ameritas, John Hancock, Principal, Anthem, Kaiser and Blue Shield to complete I.R.A, Life Insurance, and Medical Insurance applications. Additionally, assist clients in funding both I.R.A’s and Life Insurance accounts in excess of $100,000. Work with both clients and agents in setting up and reviewing accounts. Handle all client questions regarding Affordable Care Act insurance and benefit coverages. Create commission statements for agents.

Provide customer service assistance to both customers and staff. Input and manage incoming sales inventory and label and file accordingly. Responsible for follow up calls to customers to ensure they received the service they requested and if issues arise, handle the situations and work to resolve the issues as quickly and efficiently as possible.

Bachelor'S Degree, Accounting

Accounting And Finance, 3.8

Activities and Societies: Delta Zeta, volleyball