Experience

Henssler Financial

• United States
• Financial Services
• 1 - 100 Employee

• Accountant

  • Nov 2021 - Present

• Tax Consultant

  • Jul 2018 - Nov 2021

• Tax Intern

  • Jan 2017 - Jul 2018

  Kennesaw, GA •Prepare individual, business, trust, and gift tax returns using tax software •Collaborate with coworkers to complete tasks with respect to deadlines •Research tax policies to minimize tax liability •Calculate estimated quarterly tax payments for clients to avoid underpayment penalties •Provide monthly bookkeeping services using QuickBooks



Lippman & Company LLC

• Accounting & Tax Assistant

  • Mar 2016 - Oct 2016

  Kennesaw, GA • Prepared corporate income tax returns • Utilized Microsoft Excel for reconciliation of accounts • Provided bookkeeping services for corporations • Ensured accuracy of input data before final submission to client



Prohealth Physical Therapy and Pilates Studio

• Office Technician

  • Jun 2010 - Dec 2013

  Peachtree City, GA -Call patients and clients to schedule appointments -Collect payments and record financial information -Communicate with therapists and patients, as well as insurance companies to ensure correct payment intake -Greet patients and clients as they entered -Other clerical duties