
Experienced accounting and tax professional with 4+ years of expertise in Financial & Tax reporting and compliance. Known for a solutions-oriented approach and ability to build meaningful client relationships. Committed to continuous learning and making a positive impact through empathy and excellence.
• Manage individual and business tax clients from onboarding through e-filing.
• Conduct proactive tax planning to identify tax-saving opportunities.
• Prepare and review federal and state tax returns.
• Maintain strong client relationships through professional communication and personalized service.
Furst & Associates PC Acquired by Haga Kommer,CPA's
• Prepared inventory reports and resolved discrepancies.
• Generated daily and month-end management reports.
• Improved operational processes using PeopleSoft and Mainframe systems.
• Managed accounts payable and accounts receivable functions.
• Managed accounts payable and receivable.
• Performed bookkeeping and account reconciliations.
• Processed invoices, purchase orders, and vendor payments.
• Conducted 3-way invoice matching and billing follow-ups.
• Resolved billing discrepancies and collection issues.