Analyzing interim/annual accounting and financial reportingCalculating estimated tax liabilities for entitiesCalculating estimated tax and strategies for mitigating liability for individualsPreparing and reviewing closing of the books, accounting, general ledgers, and financial reportsPreparing and reviewing tax returns for businesses and individualsHandling communication with government bodies for both entity and individual clientsManaging and performing outsourced CFO dutiesClient relationship management, billing Client information managementConsulting and training accounting software & tax calculation for clients and newer staff

Remote and hybrid schedule working experience.Calculation and consulting on individual tax planningReview of tax returns for partnerships, corporations, and individualsReview monthly reports, including schedules, reconciliations, trial balances, and non-disclosure financial statements.Monitor client financials, including gathering information, adjustmenting, preparing documents, finalizing reports and closing books.Assess client needs and develop plans to address current and future objectives.Communicate with local, state, and federal taxing agencies to resolve matters on behalf of clients.Supervise, monitor, and delegate client projects among associates.Paycheck Protection Program forgiveness calculation and application assistance.

Remote working experience.Tax planning options and calculations for small business clients and individuals.Consulting on service work and QB issues with small business clients or individuals. Accounting and assurance service work within QB (Online and Desktop), Sage 50 (PeachTree), and Accounting CS.Communicating and working in a collaborative team environment. Assisting or training other team members when necessary.Responded promptly to official tax notices requiring clarifications and additional submissions.Helped clients maintain full compliance with local, state, and federal tax requirements with diligent application of best practices.Prepared and reviewed tax returns, extensions, tax planning calculations for all types of organizations and entities, including individuals.

Reviewed and analyzed client data and accurately prepared income tax returnsPreparation of personal property, business (S Corporation, C Corporation, Partnership and Non-profit), and individual tax returns in Ultra Tax and Pro-Fx.Assisted with preparation of quarterly financial statements. Prepared journal entries and entered into client systems using QuickBooks and Sage.Accounting and assurance service work within QuickBooks (Online and Desktop), PeachTree, Accounting CS, and Creative Solutions.Quickly learned new skills and software, improving my efficiency and productivity.Communicating and working in a collaborative team environment.

Part-time floating sales associateClient relations, problem solving, and customer service.

Collaborating in a team to achieve designated tasksCapability of reacting quickly and finding tasks that need to be completed

Responsible for preparing tax returns of individuals and small businessesAttempted tax returns for estates, trusts, partnerships, and flow-through entities Navigated and learned how to use the tax softwareUpdated inflow and outflow of checksProfessional experience in the world of public accounting

Participated in data entry, copying/preparing information, and document/presentation preparationEntered tax return information/financial data into online financial projection programsPerformed day to day office duties, interacted with clients, and answered phones