Summary
Overview
Work History
Education
Skills
Timeline
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Cindy Stanley

Henrico,VA

Summary

Detail-oriented and dedicated Tax Preparer with over 20 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

17
17
years of professional experience

Work History

Bookkeeper/Tax Preparer

Charles E. Walton & Co., PC
02.2015 - 09.2021
  • Prepared tax returns for clients according to government regulations and requirements.
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Prepared weekly, biweekly, monthly & quarterly payrolls for clients and the necessary Federal and State tax payments.
  • Prepared quarterly Individual and Corporate estimated tax payments.
  • Knowledgeable with Form 2290 - Heavy Use Sales Tax.
  • Knowledgeable with IFTA tax through Department of Motor Vehicles.
  • Prepared monthly bank reconciliations for clients along with any required adjusting journal entries.
  • Proficient with Quickbooks Accountant's, Quickbooks Desktop and Quickbooks Online software.
  • Proficient with Sage/PeachTree software.
  • Some basic knowledge with Accounting CS.
  • Proficient with Fixed Assets programs.
  • Knowledgeable with ADP payroll system.

Accounting Bookkeeper

Yount Hyde & Barbour PC
06.2008 - 02.2015
  • Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records and financial statements for over 10 clients.
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
  • Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reviewed and processed client electronic payments and check deposits.
  • Calculated deductions and processed payroll for employees.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
  • Verified postings to ledgers to confirm accurate entry and account balances.
  • Organized and carried out proactive month-end, quarterly and year-end processes.
  • Completed payroll for client employees.
  • Prepared monthly sales tax return for clients.
  • Prepared quarterly payroll tax returns for clients.
  • Prepared quarterly individual and corporation estimated tax payments.

Tax Prepaper

Wells Coleman & Co LLP
01.2022 - 04.2025
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Prepared individual and corporate tax returns
  • Prepared yearly business license and personal property tax returns in various localities.
  • Preparation of 990EZ returns along with 990 postcard filings.
  • Started training on various trust returns
  • Assisted the CAAS/Bookkeeping department with monthly bookkeeping procedures on various clients. and handling various types of tax notices for payrolls and individuals.

Education

Some College (No Degree) - Accounting

Ashworth College
Norcross, GA

Skills

  • Data Entry
  • Small Business Tax Returns
  • Small Business Payroll Processing
  • Client Invoicing
  • Detail-Oriented
  • Individual Tax Returns
  • Sales Tax Returns

Timeline

Tax Prepaper

Wells Coleman & Co LLP
01.2022 - 04.2025

Bookkeeper/Tax Preparer

Charles E. Walton & Co., PC
02.2015 - 09.2021

Accounting Bookkeeper

Yount Hyde & Barbour PC
06.2008 - 02.2015

Some College (No Degree) - Accounting

Ashworth College

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Cindy Stanley