Experience

Gordon Keeter & Ford CPAs

• United States
• Accounting
• 1 - 100 Employee

• Tax Accountant

  • Aug 2022 - Present

  Prepared individual and business federal and state tax returnsResearched tax credits and do tax planningAnswered client questions regarding their taxesPrepared tax projections and performed tax planning Prepared individual and business federal and state tax returnsResearched tax credits and do tax planningAnswered client questions regarding their taxesPrepared tax projections and performed tax planning



C.F. Parks, Inc.

• Financial Services Specialist

  • Jun 2021 - Jul 2022

  Meet with clients to discuss taxes, estate planning, retirement planning, and review investmentsReviewed investment accounts and made suggestionsProcess paperwork to open or make changes to an accountMaintained compliance regulations and logsUsed Quickbooks to reconcile accounts and transactionsUsed ProSeries to do tax planning and tax returnsAssisted clients with fulfilling their life insurance needs Meet with clients to discuss taxes, estate planning, retirement planning, and review investmentsReviewed investment accounts and made suggestionsProcess paperwork to open or make changes to an accountMaintained compliance regulations and logsUsed Quickbooks to reconcile accounts and transactionsUsed ProSeries to do tax planning and tax returnsAssisted clients with fulfilling their life insurance needs



Katie Mattews CPA

• Tax Accountant

  • Nov 2020 - Jun 2021

  Prepared federal and state tax returnsUsed QuickBooks to reconcile accounts and transactionsMet with clients and review their taxesReviewed IRS letters and respond to them accordingResearched tax credits and do tax planning Prepared federal and state tax returnsUsed QuickBooks to reconcile accounts and transactionsMet with clients and review their taxesReviewed IRS letters and respond to them accordingResearched tax credits and do tax planning



Staples

• United States
• Retail Office Equipment
• 700 & Above Employee

• Sales Manager

  • Oct 2019 - Nov 2020

  Make personnel decision Develop and deepen relationships with customersOversee day to day operationsAssist wherever needed to make sure day runs smoothly

• Tech Supervisor/Operations Supervisor

  • Aug 2018 - Oct 2019

  Build relationships with customers to show them what Staples can do for themLead, build and coach a team to achieve metric goalsDiagnose and fix computersHandle any customer issue that occursAssist where ever needed in the storeTrain new Operation Supervisors for other storesTrain and motivate team members Created and implemented strategies for improving operational efficiency and accuracy

• Office Supplies/Tech Associate

  • Nov 2017 - Aug 2018

  Stock Shelves and keep store looking professional and cleanProvide quality customer serviceAssister customers with finding the product that fits their needs



Davis Group CPA

• Tax Intern

  • Jan 2020 - Apr 2020

  Prepared federal and state tax returnsUsed QuickBooks to reconcile various accounts Prepared federal and state tax returnsUsed QuickBooks to reconcile various accounts



Catawba College

• United States
• Higher Education
• 200 - 300 Employee

• Supplement Instruction Leader and Tutor

  • Aug 2017 - May 2018

  Assist students with their homeworkReview material for classReteach or review any material for the students Assist students with their homeworkReview material for classReteach or review any material for the students



Katie S Matthews CPA CP

• Accountant

  • Jan 2018 - Apr 2018

  Fill out individual federal and state tax returnsEvaluate information for returns and communicate with clients for information regarding tax returns Use Quickbooks to reconcile credit cards, bank statements, etc.Paid state and federal withholdings, Social Security and Medicare tax Fill out individual federal and state tax returnsEvaluate information for returns and communicate with clients for information regarding tax returns Use Quickbooks to reconcile credit cards, bank statements, etc.Paid state and federal withholdings, Social Security and Medicare tax



Food Lion

• United States
• Retail
• 700 & Above Employee

• Internship in Accounts Payables

  • May 2017 - Aug 2017

  Reconciled various payable accountsAnalyzed 8 processes within accounts payable and created 8 process mapsImproved the onboarding process and reduced the wait time from 2 weeks to 3 daysProcessed real estate invoices

• Customer Service Associate

  • Jun 2016 - May 2017

  Provide quality customer serviceProvide direction and help to other associates, mainly cashiersBookkeeping

• Cashier

  • Sep 2015 - Jun 2016

  Be friendly with customersCommunicate with other associates for assistanceHandle cash