Summer Larzelere

Tax Strategist at Your Tax Coach
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Strategist
      • Feb 2023 - Present

  • Aragon Accounting Corporation
    • Raleigh, North Carolina, United States
    • Senior Tax Accountant
      • Jan 2022 - Mar 2022

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Accountant
      • 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

    • United States
    • Retail
    • 1 - 100 Employee
    • Accounts Receivable Associate
      • 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

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Intern
      • 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

    • Tax Intern
      • 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

    • Tax Intern
      • 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

Education

  • Lakeland University
    Bachelor of Arts - BA, Accounting
    2015 - 2016
  • Lakeland University
    Bachelors, Accounting
    2015 - 2016
  • Northcentral Technical College
    Associate's degree, Accounting
    2012 - 2014

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