Focus on tax preparation and tax planning for small businesses. Work closely with our Entrepreneurial Services team which provides bookkeeping, payroll services, bill pay, and management reports for business clients. Also prepare forms 990 for non-profit organizations.

Prepared federal and state income tax returns for individuals, partnerships, trusts and corporations. Also prepared estate tax returns (forms 706) and Non-profit information returns (990 and 990-EZ). Accounting work for local small businesses including payroll tax filing, journal entries, adjusting journal entries, and trial balances. Prepared financial statement compilations and reviews for several small corporations.

Recruited, trained, and managed volunteers in Kent County. Conference Coordinator for annual all-day conference for child care providers, teachers, and parents with 450-500 attendees. Presented workshops for child care providers and parents; spoke to local groups to garner support for Read Aloud Delaware. Wrote grant applications and public service announcements.

Calculated projected health and dental insurance costs for local and national self-insured groups. Responsibilities included extracting and analyzing data for group renewals, pricing benefit changes, creating and maintaining spreadsheets for use in calculating rates, and generating reports. Prepared for and attended meetings with Marketing representatives and brokers.

Produced valuations for defined contribution retirement plans. Responsibilities included analyzing asset statements, preparing annual financial statements, calculating plan contributions, and completing IRS 5500-C/R forms.

Generated annual valuations for small to medium defined benefit pension plans. Responsibilities included completing IRS 5500 Schedule B forms and preparing benefit calculations.