Brea Preskitti-Bailey
Menomonie
Summary
Accomplished Senior Tax Expert with a strong background in tax strategies and mentorship. Expertise in analyzing complex financial situations to optimize client benefits while ensuring compliance with IRS regulations.
Overview
7
7
years of professional experience
Work History
Tax Expert (EA)
Intuit Turbo Tax
Eau Claire, WI
01.2025 - Current
- Led efforts in tax return preparation for individuals and businesses, focusing on strict adherence to regulatory requirements and meticulous documentation with an average of 150 returns per tax season.
- Analyzed client financial situations to clarify tax liabilities and deductions, promoting compliance with tax regulations.
- Assessed financial documentation for precision and thoroughness, facilitating a seamless tax preparation process.
- Addressed client tax-related inquiries, strengthening relationships and promoting trust through effective communication.
- Coordinated audit processes and established clear lines of communication with IRS to address inquiries and resolve issues.
Bookkeeper
Tenold Chiropractic
Eau Claire, WI
05.2024 - 09.2025
- Utilized accounting software to meticulously process and document financial transactions, maintaining precise records.
- Analyzed and reconciled bank statements on a monthly basis to maintain precise financial records and support fiscal accountability.
- Executed management of accounts payable and receivable, facilitating prompt payment processing and collection efforts.
- Compiled and organized financial data to produce comprehensive reports for management analysis and review.
- Analyzed expenditures and instituted cost-saving measures to improve overall budget management.
- Implemented systematic organization of financial records, promoting ease of access and compliance during audits.
- Handled detailed processing of invoices, deposits, and monetary logs for financial accuracy.
- Oversaw payroll processing activities, maintaining accuracy in employee payments and strict compliance with tax requirements.
Senior Tax Expert
Jackson Hewitt
Menomonie, WI
11.2022 - 04.2024
- Oversaw tax preparation processes for individuals and businesses, guaranteeing compliance with all applicable IRS regulations averaging over 150 returns each tax season.
- Provided mentorship to junior staff on tax law updates, fostering a culture of continuous learning and improvement within the team for over 30 employees.
- Assessed multifaceted tax challenges and formulated strategic advice aimed at maximizing clients' financial benefits.
- Conducted in-depth evaluations of client financial profiles to design customized tax strategies that meet specific goals.
- Streamlined daily office processes, fostering efficient workflow and promoting clear communication among various departments.
- Oversaw scheduling of meetings and ensured adequate inventory levels of office supplies to support daily operations.
- Streamlined document management processes, resulting in faster retrieval times and increased staff productivity.
- Implemented onboarding programs for new hires, focusing on office procedures to cultivate teamwork and cooperation.
- Led initiatives based on employee feedback analysis to foster a more motivated and engaged workforce.
- Analyzed current workflow processes in collaboration with management, implementing strategic changes for operational optimization.
- Executed protocols for handling sensitive information, preserving confidentiality of critical company documents and employee records.
Bookkeeper
Menomonie Street Dental
Eau Claire, WI
04.2021 - 02.2024
- Utilized accounting software to meticulously process and document financial transactions, maintaining precise records.
- Analyzed and reconciled bank statements on a monthly basis to maintain financial accuracy and transparency.
- Executed management of accounts payable and receivable, facilitating prompt payments and collections to support organizational financial health.
- Compiled and organized financial data to produce comprehensive reports for management analysis and review.
- Implemented systematic organization of financial records, promoting ease of access and thorough audit readiness.
- Partnered with colleagues to refine bookkeeping methods, focusing on improving process efficiency.
- Executed systematic processing of invoices and deposits while meticulously tracking money logs for financial accountability.
- Executed accounts payable and receivable activities, fostering strong vendor relationships and optimizing cash flow management.
- Oversaw payroll operations, maintaining accuracy in employee payments and strict compliance with tax requirements for 10 employees and 2 separate pay rotations.
- Maintained comprehensive records of payroll procedures to facilitate audits and enhance organizational transparency.
- Analyzed and reconciled monthly bank statements to ensure integrity of financial records on an average of 8 accounts.
- Analyzed financial data and prepared adjusting journal entries to ensure compliance during year-end closing.
- Configured QuickBooks to streamline financial processes and provide reliable financial data.
- Executed comprehensive documentation of transactions, guaranteeing alignment with company policies and applicable legal requirements.
Accountant
Garske's Veterans Services
Eau Claire, WI
08.2019 - 07.2020
- Executed comprehensive reviews of monthly financial statements and reconciliations, guaranteeing precision and compliance with established guidelines.
- Created and enforced protocols for accurate tracking of budget variances and comprehensive expense reporting.
- Analyzed financial records through detailed audits, pinpointing discrepancies and proposing actionable recommendations for correction.
- Monitored and updated knowledge of accounting standards to effectively manage financial recordkeeping processes.
- Executed timely communication strategies to address overdue invoices, contributing to improved accounts receivable management.
- Supported external audit initiatives by preparing necessary documentation and collaborating with audit teams.
Education
Master of Science - Accounting
Keller Graduate School
Colorado Springs, CO05-2019
Bachelor of Science - Accounting And Finance
Colorado Technical University
Colorado Springs, CO 06-2016
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Tax audit procedures
- Regulatory compliance
- Tax-related research
Timeline
Tax Expert (EA)
Intuit Turbo Tax
01.2025 - Current
Bookkeeper
Tenold Chiropractic
05.2024 - 09.2025
Senior Tax Expert
Jackson Hewitt
11.2022 - 04.2024
Bookkeeper
Menomonie Street Dental
04.2021 - 02.2024
Accountant
Garske's Veterans Services
08.2019 - 07.2020
Master of Science - Accounting
Keller Graduate School
Bachelor of Science - Accounting And Finance
Colorado Technical University