• Supervising a dedicated team of 14 accountants, emphasizing accurate tax preparation for businesses and individuals• Reviewing and analyzing tax returns for a diverse range of clients, including Forms 1040 for individuals, and Forms 1120, 1120S, 1065 for businesses, as well as Form 990 for non-profit entities.• Conducting comprehensive tax research and analysis, ensuring full compliance with IRS guidelines and state and local regulations.• Assessing financial statements, confirming their accuracy and alignment with accounting best practices.• Acting as a go-to resource for the team, providing timely advice and solutions for tax preparation challenges and overseeing the delegation of tasks to the team members• Fostering strong client relationships, offering insights and guidance on complex tax scenarios to ensure clarity and confidence.

• Prepared personal and business tax returns, extensions for over a thousand organizations, entities, and individual clients. • Contacted IRS and other relevant state and federal organizations on behalf of the clients to address issues related to personal and business tax returns.• Reviewed and prepared estimated tax reports and sales tax returns on monthly, quarterly, and yearly basis for clients nationwide. • Reviewed business financial statements to determine eligibility for additional deductions and tax credits and to ensure accurate tax filing.

• Responsible for preparing and reviewing state, federal individual, and corporate tax returns for over 300 clients.• Prepared cryptocurrency reconciliation reports and assisted the team in developing strategies to minimize capital gains taxes. • Completed schedule D and form 8949 to calculate net capital gains/losses resulted from cryptocurrency and stock transactions. • Conducted in-depth reporting for foreign financial accounts (Form 114) and for specified foreign financial assets (Form 8938) and accounted for foreign earned income tax exclusion (Form 2555). • Supported the accounting and tax departments by providing feedback and formulating solutions to a variety of clients’ tax issues.

• Prepared state and federal individual tax returns for over 5 daily clients.• Interviewed clients to obtain additional information on taxable income, deductible expenses, and allowances. • Communicated confidential financial data between clients and IRS and developed New Customer Service skills.

CSI (Costumer Service Interpreter)