Stacy Smith Email & Phone Number

Rockville, Md

Gaithersburg, Md

• Scheduled appointments and conference calls • Sent Outlook Meetings, reserved conference room as needed, confirmed appointments• Prepared engagement letters for year-end and interim work• Assembled financial statements, individual tax returns and corporate tax returns.• Digital delivery of financial statements, individual tax returns, corporate tax returns, and engagement letters via secure portal• Tracked electronic filing release forms and acceptance of electronic filing releases• Direct communication with IRS and state governments and responded in writing to IRS notices • Added notes, highlights, watermarks to PDF files and encrypted PDF files• CPE scheduling and CPE tracking for all staff• Utilized QuickBooks for the firm’s bookkeeping, accounts receivable and accounts payable• Notated information via internal memos in Microsoft Word• Maintained social media accounts and marketing with Constant Contact, Facebook, LinkedIn, and Twitter• Itemized clients’ charitable contributions and medical expenses via Microsoft Excel• Tracked Personal Property returns and business licenses for clients• Organized remote sessions for clients and staff through GoToAssist software• Generated and delivered client invoices through Timeslips and Lacerte• Maintained all accounts receivables through Bill.com, Paypal and Timeslips• Organized incoming individual tax data and reconciled to individual tax organizer• Organized incoming corporate tax data and reconciled to business needs list• Researched new softwares and companies• Supervised part-time intern• Troubleshot and worked with Cloud9 technical support when issues arose• Delivered packages via USPS and courier services• Made HSA and retirement plan payments for employee accounts• Controlled account settings of secure portal and managed client accounts • Worked extra hours in evenings and weekends during busy season

Rockville, Md

• Assembled 500+ individual tax returns during busy season, assembled corporate tax returns, estate tax returns, Personal Property tax returns, and gift tax returns• Assembled quarterly and annual payroll reports for client accounts• Input payroll information for annual W2/W3’s for client accounts• Utilized QuickBooks for the firm’s bookkeeping, accounts receivable and accounts payable• Utilized Sage/Peachtree for clients’ bookkeeping, accounts receivable and accounts payable• Traveled to clients’ homes or places of business for bookkeeping• Data entry into ProSystem for individual tax returns• Calculated production statistics for firm with Excel• Reviewed routing sheets for assembly and delivery instructions• Published and delivered quarterly newsletters with Constant Contact• Delivered packages via USPS, FedEx, UPS, and courier services• Itemized clients’ charitable contributions, medical expenses, and accounts payable via Microsoft Excel• Scheduled all national and international travel and meetings for CEO and family• Reserved car rentals and hotel arrangements for CEO and family• Maintained all human resource files• Encrypted PDF files• Made HSA and retirement plan payments for employee accounts• Managed the firm’s secure portal and set up client accounts on portal• Worked directly with health insurance broker for the firm’s health insurance account• Tracked due dates with Task Tracker software• Input all client payments into Timeslips, created invoices and balancing accounts• Generated and printed reports from Timeslips, QuickBooks and Sage/Peachtree• Maintained entire staff WIP through Excel• Answered all phone calls and greeted all clients at the door• Scheduled meetings and conference calls• Tracked and ordered all office supplies• Supervised administrative staff and all temporary employees• Recruited and hired administrative staff and all temporary employees• Notarized any documents needed for firm, staff, family, and clients

Master Of Arts (M.A.), Mental Health Counseling/Counselor

Bachelor Of Science (B.S.), Psychology