
Detail-oriented accounting and tax professional with experience in bookkeeping, financial reporting, and individual tax preparation. Skilled in AP/AR, reconciliations, and preparing accurate tax returns in compliance with IRS regulations. Proficient in QuickBooks and MS Office with strong attention to detail and client-focused service.
■Prepare and review individual income tax returns (Form 1040 and related schedules) in compliance with IRS regulations
■ Analyze client financial documents (W-2s, 1099s, retirement income, deductions) for accurate reporting
■ Identify eligible credits and deductions to maximize client tax outcomes
■ Review returns for accuracy and compliance while maintaining confidentiality
■ Explain tax results clearly and provide professional client service in a fast-paced environment
■ Individual Tax Preparation (Form 1040)
■ Accounts Payable & Receivable
■ Bank & Credit Card Reconciliations
■ QuickBooks & Microsoft Excel
■ Financial Reporting & Data Entry
■ Client Communication & Service
QuickBooks Badge, Intuit