Sofia Portillo Email & Phone Number

Pomona, California, United States

Chino Hills, California, United States

• Prepared many personal federal & various state income tax returns, gathered documentation from mail in clients for tax preparation and assisted in tax preparations. • Communicated with tax clients to explain documents needed to complete tax returns • Assigned many accounts to perform data entry of bookkeeping receipts and bank statements • Prepared bank reconciliation for accounting clients • Filed quarterly and monthly sales tax returns (CA and many other states) • Files quarterly and monthly payroll returns (CA and many other states) • Prepared bi-weekly and monthly payroll

San Dimas, California, United States

• Prepared many personal federal & various state income tax returns, gathered documentation from mail in clients for tax preparation and assisted in several tax preparations. • Served as interpreter for non-english speaking customers • Communicated with tax clients to explain documents needed to complete tax returns • Assigned several accounts to perform data entry of bookkeeping receipts and bank statements • Performed other duties as assigned by owner

Santa Ana, California, United States

• Tasked with generating State and Federal Power of Attorneys necessary for audit representations of tax customers under IRS and various State audits • Preformed daily recreations of customers federal &/or state tax returns from paper or pdf formatted files by customers under audit by the IRS or State. • Prepared Proforma returns to recreate corrected items on customer tax returns as results of audits from federal or state agencies. • Communicated results of proforma changes with audit defense representatives so they could proceed with either defending the customer or closing the cases with customers and agencies. • Organized supporting documents to prepare responses to IRS or state agencies for defense of tax customers under audit. • Preformed monthly audit case monitoring while audit representatives are out of the office or on vacations, handling heavy workflow, communicating with clients to obtain documents required on the notice and answering any questions they might have.

Education record

Associate Of Science - As, Administration Of Justice