Supervisor

• Sep 2017 - Present

Owner/Accountant

• Oct 2016 - Mar 2017

-Worked with clients throughout the year to determine the best possible tax position for their individual circumstances. -Prepared tax returns for individuals and small businesses. -Researched and resolved IRS tax notices, once successfully removing a $1,000 penalty. -Developed and maintained all client relationships. -Worked with clients throughout the year to determine the best possible tax position for their individual circumstances. -Prepared tax returns for individuals and small businesses. -Researched and resolved IRS tax notices, once successfully removing a $1,000 penalty. -Developed and maintained all client relationships.

In-Charge Accountant

• Aug 2012 - Feb 2016

-Prepared 100+ business and personal tax returns annually, including preparation of estimates.-Key preparer of Form 990 informational tax returns for 30+ nonprofit clients.-Trained 3-4 staff in Form 990 preparation.-Researched and resolved 40+ business and personal tax notices annually.-Served in a partial controllership role for a manufacturing company.-Assisted 30+ small business clients with QuickBooks issues.-Maintained professional relationships with 30+ nonprofit and construction clients.

Associate Accountant

• Oct 2009 - Jul 2012

-Spearheaded the initial start-up team for the implementation of Bill.com, an A/P solutions software, for our medical clients.-Prepared 100+ personal and business tax returns annually, once reducing a personal client's tax liability by $10,000.-Resolved 30-40 IRS and state tax notices annually.-Assisted 30+ small business clients with QuickBooks clean-up and maintenance on an ongoing basis.-Prepared quarterly payroll tax returns for approximately 30 clients, and annual payroll tax returns for 50+ clients.-Analyzed A/R for 5-10 physicians' offices.-Maintained working relationships with 15-20 medical clients.

Accountant

• Jun 2004 - Mar 2009

-Prepared annual federal tax returns for approximately 130 personal and business clients. -Prepared quarterly and year-end payroll tax returns and monthly sales tax returns for 30+ clients. -Researched and resolved various client tax issues with the IRS and state departments of revenue; assisted manager in removal of a $10,000 IRS penalty. -Handled bookkeeping and payroll for approximately 30 clients in QuickBooks, including adjusting journal entries and cash flow management. -Processed monthly payroll tax deposits, performed bank reconciliations, worked with G/L, and processed A/P and A/R for 30+ clients. -Sustained ongoing relationships with 30+ small business clients.

Tax Intern

• Jun 2008 - Aug 2008

-Prepared quarterly estimates and tax schedules for State Income Tax. -Researched taxes paid in Sales Tax to determine taxability and presented findings to management. -Prepared folders in Property Tax. -Prepared quarterly estimates and tax schedules for State Income Tax. -Researched taxes paid in Sales Tax to determine taxability and presented findings to management. -Prepared folders in Property Tax.