Summer Larzelere
Tax Strategist at Your Tax Coach- Claim this Profile
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Bio
Experience
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Your Tax Coach
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United States
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Accounting
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1 - 100 Employee
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Tax Strategist
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Feb 2023 - Present
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Aragon Accounting Corporation
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Raleigh, North Carolina, United States
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Senior Tax Accountant
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Jan 2022 - Mar 2022
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Faith Bynum, CPA, PC
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United States
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Accounting
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1 - 100 Employee
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Tax Accountant
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Sep 2019 - Jul 2021
• Lead the tax department in preparing individual, business, corporate and nonprofit tax returns • Collaborate with accounting and tax teams on reporting, financial modeling, and insights • Correspond with the Internal Revenue Service and state tax agencies on behalf of clients • Perform tax consultations and reviews while forecasting and strategizing with business clients • Research, interpret and apply current tax law • Assist with customer disputes, notices, and audits • Manage the tax department initiatives and internal systems Show less
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Heid Music
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United States
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Retail
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1 - 100 Employee
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Accounts Receivable Associate
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Aug 2018 - Apr 2019
• Developed and maintained department budgets • Prepared monthly financial analysis reports including AR aging • Posted customer payments by recording cash, checks, credit card and ACH payments • Prepared financial presentations for senior leadership • Provided excellent customer service to external customers • Developed and maintained department budgets • Prepared monthly financial analysis reports including AR aging • Posted customer payments by recording cash, checks, credit card and ACH payments • Prepared financial presentations for senior leadership • Provided excellent customer service to external customers
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Biwan - A Division of Huberty CPAs
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United States
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Accounting
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1 - 100 Employee
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Tax Intern
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Jan 2016 - Apr 2016
• Assisted clients with tax inquiries • Completed quarterly reports • Assisted clients with tax inquiries • Prepared individual income tax returns • Aided with the preparation of sales tax returns • Participated in tax process improvement projects • Assisted clients with tax inquiries • Completed quarterly reports • Assisted clients with tax inquiries • Prepared individual income tax returns • Aided with the preparation of sales tax returns • Participated in tax process improvement projects
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D. Eckerman Tax Services
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Antigo, WI
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Tax Intern
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Sep 2014 - Dec 2014
• Delivered high quality tax service and advice • Performed tax research and applied current tax law • Demonstrated excellent written and verbal communication while corresponding with clients • Interviewed taxpayers • Prepared individual tax returns • Delivered high quality tax service and advice • Performed tax research and applied current tax law • Demonstrated excellent written and verbal communication while corresponding with clients • Interviewed taxpayers • Prepared individual tax returns
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Roseann Hoffman, CPA
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Antigo, WI
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Tax Intern
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Feb 2014 - Sep 2014
• Prepared individual income tax returns for senior leadership to review • Participated in tax process improvement projects • Collaborated with the accounting team and principal owner on performing research • Processed employee payroll • Performed bookkeeping • Completed bank reconciliations • Prepared individual income tax returns for senior leadership to review • Participated in tax process improvement projects • Collaborated with the accounting team and principal owner on performing research • Processed employee payroll • Performed bookkeeping • Completed bank reconciliations
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Education
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Lakeland University
Bachelor of Arts - BA, Accounting -
Lakeland University
Bachelors, Accounting -
Northcentral Technical College
Associate's degree, Accounting