Experience

Engage PEO

• United States
• Human Resources
• 100 - 200 Employee

• Senior Payroll Tax Analyst

  • Oct 2022 - Present



WL Taxation Consultant

• Tampa FL

• Tax Accountant

  • Jan 2013 - Present

  Self Taxation Consultant Tampa, FL 01/2013 – Present •Reviewing clients documents, recording, summarizing, and analyzing documents for individual tax return preparation. Analyzing required data for accuracy of the return and to avoid fraud. •Providing tax advice and planning to clients to avoid tax liabilities for the future. •Determining clients filing status and dependency qualification for earned income tax purpose. •Developing procedures for tax return preparation analysis and tax filing compliance regulations. •Preparing and filing the individual tax return, submitting the e-file to the IRS. Show less



PwC

• Professional Services
• 700 & Above Employee

• Tax Process Specialist

  • Jul 2014 - Mar 2015



Internal Revenue Service

• United States
• Government Administration
• 700 & Above Employee

• Tax Specialist Processor

  • Jan 2012 - Apr 2012

  Received and reviewed client documents, interviewed clients, reviewed client intake sheet questionnaire. Explained the return procedures to the clients and answered client questions. Determined client filing status and dependency qualification for EITC purpose. Processed the tax return, Reviewed for data accuracy, created the e-file, and printed a hard copy of the return. Received and reviewed client documents, interviewed clients, reviewed client intake sheet questionnaire. Explained the return procedures to the clients and answered client questions. Determined client filing status and dependency qualification for EITC purpose. Processed the tax return, Reviewed for data accuracy, created the e-file, and printed a hard copy of the return.



Express Personnel Services

• Accounting and Bookkeeping Specialist

  • Jun 2010 - Jan 2012

  Reviewed and matched invoices, processed dual entries bookkeeping, bank reconciliation. Processed accounts payable and receivable, adjusted customers accounts, processed general ledgers, processed journal entries. Posted and adjusted entries in the adjusted trial balance, analyzed financial data. Prepared adjusted trial balance to compile financial data to prepare financial statements such as: Income Statements, Balance sheet, Cash Flows statements, retained earnings. Debited and credited customer accounts, Complied with federal and company policies procedures and regulations, analyzed financial budgeting data. Show less



Accounting Principals Inc: Placement: Acclaris Inc

• Senior Accounting Specialist

  • Nov 2006 - Apr 2010

  Edited and updated customer accounts, compiled data for financial reports, posted and adjusted entries. Prepared profit and loss and other financial reporting for external and internal users. Computed financial data and maintained customer accounts records, classified financial reports. Verified credit application files and financial transactions, reconciled general ledgers accounts. Processed dual entries (debit and credit) analyzed financial data record for future budget. Reconciled and processed daily and monthly accounts payable and receivable, customer files Prepared, reviewed, and matched invoices, inventory, business and business collections. Show less