Ashley Boulet, EA
Prosper,TX
Summary
Seasoned Tax Professional proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Passionate about utilizing technology for efficiency, I embody a blend of analytical skillfulness and client-focused dedication.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Tax Manager
Mees Sandhu CPAs, PLLC
2019.12 - Current
- Managed end-to-end preparation of individual, corporate, partnership, trust, estate, gift tax returns; accurately interpreting data from various sources to ensure proper reporting and compliance.
- Established strong relationships with clients through excellent communication skills and personalized service, resulting in high retention rate.
- Simplified complex tax code language for clients, clearly explaining relevant rules and regulations pertaining to their situations.
- Presented tax-saving strategies to clients by conducting in-depth analyses of their financial situations and identifying opportunities for minimizing tax burdens.
- Completed in-depth research into tax issues affecting individuals and small business activities to offer expert advice and accurately prepare submissions.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Handled business clients' requirements in special areas such as franchise taxation and federal highway use taxes.
- Stayed abreast of changing federal and state tax laws, ensuring the delivery of up-to-date advice to clients by participating in continuing education programs to maintain professional expertise in taxation matters.
- Assisted non-profit organizations in maintaining their tax-exempt status by providing guidance on reporting requirements and eligible activities.
- Provided full service accounting services for business clients which included maintaining general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Trained clients and fellow colleagues on workflows and processes related to various accounting software such as, Quickbooks Online.
Corporate Tax Accountant
Builders FirstSource, Inc.
2010.06 - 2014.01
- Assisted in the preparation of complex federal and state corporate tax returns, ensuring compliance with regulations and minimizing audit risks.
- Collaborated with cross-functional teams to gather necessary financial information for accurate tax reporting and analysis.
- Collected appropriate data to prepare personal property renditions, sales/use tax returns and business licenses for multiple jurisdictions and entities.
- Handled monthly fixed asset changes and prepared book to tax reconciliations for multiple entities
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
- Assisted external auditors during annual reviews, providing comprehensive documentation and addressing inquiries promptly.
- Filed Unclaimed Property reports with various states reporting abandoned property and claiming funds
Education
BBA - Accounting And Finance
University of North Texas
Denton, TX05.2010
Skills
- High Proficiency in Quickbooks Desktop & Quickbooks Online
- Experienced using ProSeries, ATX and ProConnect Tax Software along with various practice management programs
- Proficiency in full Microsoft Suite and Google Workspace
- Expert Certification Level for Excel - In Progress
- Self motivated and fast learner
- Extreme attention to detail
- Enjoys learning new technology and other tools in order to improve efficiency
Affiliations
- Premium Level Member of National Association of Tax Professionals
Certification
- Enrolled Agent (EA) – Internal Revenue Service.
Timeline
Tax Manager
Mees Sandhu CPAs, PLLC
2019.12 - Current
Corporate Tax Accountant
Builders FirstSource, Inc.
2010.06 - 2014.01
BBA - Accounting And Finance
University of North Texas
- Enrolled Agent (EA) – Internal Revenue Service.
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