Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
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Ada Heredia Hernandez

Tax Accountant
Carolina ,PR

Summary

Motivated Tax Accountant promoting more than 5 years of expertise in monitoring federal and state tax laws and changes. Action-oriented individual with experience assisting with audits. Team-player and tax expert with dynamic analysis and process improvement talents.

Overview

13
13
years of professional experience
5
5
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Tax Accountant

Ruiz And Company
Boca Raton, FL
01.2020 - Current
  • Responsible for preparing and processing client's financial records for our company.
  • Write-up of client's accounting records, bank reconciliations, adjusting journal entries and preparation of financial statements.
  • Prepare and file monthly and quarterly sales tax returns
  • Preparation of tax returns.
  • Assisting client's needs and support requests
  • Schedule and calculate payroll tax deposits via EFTPS.
  • Prepare and file year end payroll tax forms: 940, W-3, W-2, 1098, 1099 extensions.
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.

Tax Accountant

Iván F. Pérez Rijos CPA
Pompano Beach, FL
01.2018 - Current
  • Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
  • Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
  • Trained clients on QuickBooks to help make tax management easier.
  • Worked closely with clients to properly fill out tax forms and file tax returns electronically.
  • Remained educated in all current tax laws for both US and foreign countries.
  • Prepare and file monthly and quarterly sales tax returns.
  • Preparation of tax returns.
  • Assisting client's needs and support requests.
  • Schedule and calculate payroll tax deposits via EFTPS.
  • Prepare and file year end payroll tax forms: 940, W-3, W-2, 1098, 1099 extensions.
  • Write-up of client's accounting records, bank reconciliations, adjusting journal entries and preparation of financial statements.

Medical Auditor

Cirugia Oral Y Maxilofiacial Metropolitana
San Juan, Puerto Rico
01.2011 - 09.2017

Independent Accountant for various medical offices. Responsible for performing internal audits to ensure the operational and billing processes are following medical billing regulations and current medical insurance requirements, in order to guarantee expedite and full repayment of services rendered. Prepare complete audit reports, including identified deficiencies and proposed improvements, to increase repayment rate. Perform follow-up audits to make sure corrective measures are successfully implemented and current internal processes are adequate. Identify changes in medical billing regulations and / or requirements of insurance companies and ensure that organizations incorporate these changes into their internal processes.

Education

BBA - Accounting And Business Management

Inter American University of Puerto Rico Metropolitan Campus
San Juan, PR
08.2007 - 05.2012

Skills

Federal and state tax returns

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Software

Thompson Reuters Tax & Accounting

Quickbooks

Certification

Special Enrollment Examination 1 IRS

Timeline

Special Enrollment Examination 1 IRS

01-2022

Tax Accountant

Ruiz And Company
01.2020 - Current

Tax Accountant

Iván F. Pérez Rijos CPA
01.2018 - Current

Medical Auditor

Cirugia Oral Y Maxilofiacial Metropolitana
01.2011 - 09.2017

BBA - Accounting And Business Management

Inter American University of Puerto Rico Metropolitan Campus
08.2007 - 05.2012
Ada Heredia HernandezTax Accountant