Summary
Overview
Work History
Education
Skills
Timeline
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Alexis Henry

Laveen,AZ

Summary

Tax Preparer with 2 years of experience in tax preparation for over 1000+ clients. Detail-oriented bookkeeper with 5 years of experience in account reconciliation and retaining financial reports easily accessible to 40+ business owners. Expert in multi-tasking and maintaining cognizant of any and all deadlines.

Current full-time student and on track to graduate a semester early from a 4 year university.

Overview

6
6
years of professional experience

Work History

Bookkeeper and Tax Preparer

Henry's Tax Solutions
01.2018 - Current
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Utilized tax software, Drake, to prepare returns and meet deadlines.
  • Matched purchase orders with invoices and recorded necessary information.
  • Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
  • Input financial data and produced reports using Quickbooks Desktop

Education

No Degree - Accountancy

Arizona State University
Online
12.2024

High School Diploma -

Arizona State University Preparatory Academy
Phoenix, AZ
05.2021

Skills

  • Preparing Profit and Loss Reports along with providing quarterly Balance Sheets
  • Account Reconciliation
  • Prepare Individual and Self-Employed returns before yearly deadline
  • Data Inputting in Quickbooks Desktop and Drake Software
  • Correspondence Writing
  • Time Management
  • Client Invoicing
  • Organizational Abilities

Timeline

Bookkeeper and Tax Preparer

Henry's Tax Solutions
01.2018 - Current

No Degree - Accountancy

Arizona State University

High School Diploma -

Arizona State University Preparatory Academy
Alexis Henry