
CPA Candidate with over 3 years of experience in tax preparation, accounting, financial reporting, business incorporations, accounts receivable, and client relationship management. Experienced in preparing and reviewing Forms 1040, 1120, 1120-S, 1065, 1041, 990, W-2, and 1099 filings while ensuring compliance with federal and state regulations. Proven ability to manage billing and collections for a portfolio of more than 2,000 clients, resolve IRS notices, prepare financial performance reports, and support business formations across multiple U.S. jurisdictions. Strong analytical, problem-solving, and client service skills with expertise in accounting systems, tax compliance, and financial analysis.
• Prepared and reviewed federal and state tax returns for individuals, corporations, S corporations, partnerships, trusts, and nonprofit organizations, including Forms 1040, 1120, 1120-S, 1065, 1041, and 990.
• Managed full-cycle accounting engagements for more than 30 business clients, including bookkeeping, account reconciliations, financial statement preparation, general ledger maintenance, and month-end closing activities.
• Led the firm's billing and accounts receivable operations for a client portfolio exceeding 2,000 clients, ensuring timely invoicing, payment collection, account maintenance, and revenue tracking.
• Monitored outstanding receivables, proactively communicated with clients regarding overdue balances, and successfully improved collection efficiency through consistent follow-up and payment resolution.
• Prepared management and financial performance reports by analyzing current-year and prior-year financial data, enabling business owners and management teams to evaluate growth trends, profitability, and operational performance.
• Successfully completed more than 60 business entity formations across multiple U.S. jurisdictions, including LLCs, Corporations, S Corporations, Professional Entities, and Nonprofit Organizations.
• Demonstrated extensive knowledge of state-specific incorporation requirements, annual reporting obligations, registered agent requirements, and compliance regulations throughout the United States.
• Assisted clients with entity selection, business registrations, EIN applications, state tax registrations, and post-incorporation compliance requirements.
• • Oversaw the complete year-end payroll and information reporting process for business clients, coordinating the preparation, reconciliation, and timely filing of Forms W-2, W-3, 1099-NEC, 1099-MISC, and related state filings while ensuring regulatory compliance, data accuracy, and on-time submission of all reporting requirements.
• Researched complex federal and state tax matters and provided practical solutions to clients regarding compliance, filing requirements, and tax planning opportunities.
• Resolved IRS and state tax notices by communicating directly with taxing authorities, researching account issues, preparing responses, and ensuring timely resolution of client matters.
• Maintained compliance with federal, state, and local tax regulations while managing multiple client engagements and consistently meeting critical filing deadlines.