Debra I. Morales
Altamonte Springs,USA
Summary
Detailed-oriented accountant who is passionate about delivering accurate financial information and ensuring compliance with all regulations. I have strong written and verbal communication, skills in both English and Spanish as well as excellent attention to detail and organization.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Staff Tax Accountant
WR and Associates
09.2024 - Current
- Prepare individual, businesses, fiduciary, 1099's tax returns.
- Perform necessary bookkeeping cleanup to complete business returns.
- Research tax issues and provide solutions and recommendations.
- Organize and maintain client files and support documents for all tax-related and bookkeeping work.
- Communicate with governmental agencies to resolve tax issues.
Staff Tax Accountant
Glickstein, Leval Carris, PA
11.2023 - 06.2024
- Prepared individual, businesses, fiduciary tangible, 1099's and sales and use tax returns.
- Maintained the appropriate supporting documents.
- Prepared journal entries for client’s financials using QuickBooks and QuickBooks online to accurately prepare tax returns.
Staff Tax Accountant-Seasonal
WR & Associates
02.2023 - 06.2023
- Gather and organized client data in order to prepared accurate individual, businesses, fiduciary, non-profit and payroll tax returns.
Staff Accountant
Greene, Dycus and Co. CPA’s Sanford, FL
08.2022 - 12.2022
- Worked with clients to prepare monthly bookkeeping and year-end financial statements.
- Prepared individual, some businesses tax returns, 1099's tangible, sales & use tax returns. Maintained work-papers and fixed assets schedules.
- Special projects such as Employee Retention Credit calculation, and payroll return amendment.
Lead Tax Preparer-Seasonal
Liberty Tax, Apopka, FL
01.2021 - 05.2021
- Interviewed clients and prepared their tax return in their presence. Prepared tax returns for individuals with rentals and Schedule C.
- Solved tax issues.
Accounting and Tax Associate
David Crowder and Associates, Casselberry, FL
07.2019 - 05.2020
- Worked with clients’ documents and with clients directly to prepare financial statements using QuickBooks.
- Prepared clients’ personal tax returns based on information provided by clients and from clients’ documents.
Tax Support Specialist (Remote, Virtual-Seasonal)
Intuit-Turbo Tax
01.2017 - 04.2017
- Helped customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations.
Accountant
Luis E. Morales MD Family Practice Specialist, Altamonte Springs, FL
11.2000 - 04.2015
- Managed all general accounting and accounts payable duties.
- Created and recorded profit and loss statements.
- Completed analysis balance sheets and federal and state corporate tax preparation as well as sales and use tax returns.
- Established internal controls and employee manual.
Accounting Analyst
Esso Standard Oil Co. of Puerto Rico, a division of Exxon Mobil, San Juan, PR
01.1992 - 01.1995
- Prepared monthly financial reports and variances reports for the US Virgin Islands. Explained variances at monthly meetings.
- Oversaw accounting workflow and reporting of the U.S. Virgin Islands division.
- Implemented accounting and internal control procedures to safeguard assets.
- Supervised U.S. Virgin Islands accounting personnel. Traveled there twice a month.
Staff Auditor
KPMG Peat Marwick, San Juan, PR
01.1990 - 01.1992
- Assisted the lead auditor in examining clients’ accounting records.
- Prepared reports concerning financial status.
Education
Master of Arts - Health Services Administration
University of Puerto Rico
San Juan, PR12-1999
Bachelor of Arts - Accounting
Interamerican University
San Juan,PR05-1985
Skills
- Microsoft Office products Accounting programs, QuickBooks online and desktop, Sage Adobe Acrobat Tax programs-Ultra Tax, Lacerte and Drake Internal controls development, general ledger maintenance, journal entries, bank reconciliations, balance sheet management, individual and businesses tax return preparation, tax research and documentation Financial statements preparation Fluent in English and Spanish
Certification
- CPA - Certified Public Accountant
Timeline
Staff Tax Accountant
WR and Associates
09.2024 - Current
Staff Tax Accountant
Glickstein, Leval Carris, PA
11.2023 - 06.2024
Staff Tax Accountant-Seasonal
WR & Associates
02.2023 - 06.2023
Staff Accountant
Greene, Dycus and Co. CPA’s Sanford, FL
08.2022 - 12.2022
Lead Tax Preparer-Seasonal
Liberty Tax, Apopka, FL
01.2021 - 05.2021
Accounting and Tax Associate
David Crowder and Associates, Casselberry, FL
07.2019 - 05.2020
Tax Support Specialist (Remote, Virtual-Seasonal)
Intuit-Turbo Tax
01.2017 - 04.2017
Accountant
Luis E. Morales MD Family Practice Specialist, Altamonte Springs, FL
11.2000 - 04.2015
Accounting Analyst
Esso Standard Oil Co. of Puerto Rico, a division of Exxon Mobil, San Juan, PR
01.1992 - 01.1995
Staff Auditor
KPMG Peat Marwick, San Juan, PR
01.1990 - 01.1992
Master of Arts - Health Services Administration
University of Puerto Rico
Bachelor of Arts - Accounting
Interamerican University