Shelby Bauer Email and Phone Number

Creating Power of Attorney'sElectronically filing returns and extensionsChecking for rejection/acceptances of returnsPrinted and assembled tax returns (1040,1120,1120s,1065,706,709,1042, state returns, quarterly estimates, tax planning, etc.) for both e-filed and paper filed returns.Some 1040 preparation experienceAssisted partners, managers and staff with all office activities (scanning, faxing, mailing, copying)Interfaced professionally and responsibly with internal and external clientsSoftware data conversionsVarious technical issuesSetting up new clients as well as employeesIRS correspondence lettersCompile tax due date reports and open items lists for weekly tax department meetingsCreating extensionsCreating/formatting invoicesBilling statements/reports for managers as well as partnersWorked with spreadsheets, track data in a database, time record keeping and client maintenance.

Created drafts as well as final processing for client /company tax returnsEmailing/mailing returns to clients as well as answering questionsKept track of the mail and mail distributionMailing of W-2’s to clientsUsed various software’s and very tech savvyFiled documents electronically and into filing cabinets