Summary
Overview
Work History
Education
Skills
Timeline
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CARLISHA HARBERT

Tax Advisor
Oxford,MI

Summary

Accomplished Tax Advisor Business Owner offering nearly 5 years of progressive business experience. Extensive knowledge of federal and state tax regulations and over 10 years of experience in preparing and evaluating tax returns for Multiple States. Motivated professional offering MSA in Accounting, specializing in taxation, as well as an MBA specializing in Finance. Currently studying for Enrolled Agent (EA) Certification. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities.

Overview

11
11
years of professional experience

Work History

Tax Advisor (Remote)

Alliance Accounting Group LLC.
Flemington, NJ
12.2022 - 05.2023
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
  • Implemented tax reduction strategies to analyze and minimize tax liabilities.
  • Prepared estimated and deferred tax calculations on monthly basis to forecast cash flows.
  • Produced minimum of 25 tax returns weekly to boost firms' filing process.
  • Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances
  • Calculated form preparation fees according to return complexity and processing time required.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.

Tax Advisor

Owner HARBERT & COMPANY LLC
Pontiac, MI
11.2018 - 01.2023
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.

TAX PREPARER

Fiducial Business Centers
Burton, MI
01.2013 - 01.2014
  • Computed taxes owed or overpaid for clients.
  • Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.

TAX PREPARER

Liberty Tax Service
Clinton Township, MI
11.2012 - 11.2013
  • Computed taxes owed or overpaid for clients.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
  • Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.

Education

MBA - Business Administration

Walden University
Minneapolis, MN
02.2016

MSA - Accounting

University of Phoenix
Tempe, AZ
10.2013

BAA - Applied Arts

Central Michigan University
Mount Pleasant, MI

Skills

  • Tax law
  • Valuations and estimations
  • Research/due diligence
  • Individual 1040 Tax Returns
  • Corporate Tax Returns
  • Strategic consulting
  • Ultra Tax CS
  • Drake Software
  • Tax consulting
  • Intuit QuickBooks
  • Client Interviews
  • Relationship Building
  • Complex Information Translation
  • Time Management
  • Client Invoicing
  • Microsoft Office
  • Multi-State Tax Filing

Timeline

Tax Advisor (Remote)

Alliance Accounting Group LLC.
12.2022 - 05.2023

Tax Advisor

Owner HARBERT & COMPANY LLC
11.2018 - 01.2023

TAX PREPARER

Fiducial Business Centers
01.2013 - 01.2014

TAX PREPARER

Liberty Tax Service
11.2012 - 11.2013

MBA - Business Administration

Walden University

MSA - Accounting

University of Phoenix

BAA - Applied Arts

Central Michigan University

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CARLISHA HARBERTTax Advisor