Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Denise R Leuallen

Stanton,TX

Summary

An interesting and challenging position with a company that recognizes and rewards excellence.

Knowledgeable Tax Accountant with solid foundation in tax preparation. Successfully assisted clients with tax filings and compliance, ensuring accurate and timely submissions. Demonstrated proficiency in tax code interpretation and client consultation, enhancing overall client satisfaction.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Tax Expert-Remote

JDA TSG
11.2024 - 02.2025
  • Worked through JDA for Intuit Turbo Tax Live.
  • Had office in Midland for pilot program for appointment driven face to face tax preparation
  • Took live calls and either answered questions from taxpayers or prepared their returns with them.
  • Worked mostly 1040 returns as well as answered questions.

Dedicated Bookkeeper-Hybrid

Sproles Woodard LLP
07.2023 - 08.2024
  • Monthly books for several clients utilizing both QB Desktop and Online.
  • Bi-weekly payroll for one client.
  • Kept books up to date for returns as well as financial reports
  • Quarterly reports for payroll clients utilizing CFS. To include 940, 941, W-2, W-3, 1099 MISC & NEC & TWC filings and payments.
  • Oil & Gas Revenues
  • Oil & Gas Expenses
  • Oil & Gas Royalties & Working Interest

Bookkeeper/ Tax Accountant

Buckner & Tilley
03.2023 - 06.2023
  • Monthly books for several clients utilizing both QB Desktop and Online.
  • Bi-weekly payroll for one client.
  • Kept books up to date for returns.
  • Oil & Gas Revenues
  • Oil & Gas Expenses
  • Oil & Gas Royalties & Working Interest
  • Consolidated with Sproles Woodard

Tax Preparer

Jackson Hewitt
12.2022 - 03.2023
  • Preparation of tax returns for individuals.

Tax Accountant-Remote Sometimes

Barenberg & Washer LLP
01.2019 - 02.2022
  • Assist CPA with multiple tasks. Notices to include IRS, SSA, TWC, TX Franchise.
  • Prepare quarterly 941 payroll reports as well as file and pay TWC electronically and NM filings and payment. This also includes year end reports 940, 941, W-2’s W-3’s and 1099 MISC, INT & NEC.
  • Prepare and direct deposit bi-weekly payroll for two companies.
  • Yearly business property tax renditions for several business’ and counties.
  • Upkeep books for approximately 27 companies with multiple accounts utilizing Quickbooks; desktop and online.
  • Check and deposit entry, bank and credit card reconciliations.
  • Preparation of Federal taxes for Individuals, Partnerships, S-Corp & C-Corp. Often to include Schedule C, E, F & K.
  • Helped with preparations of financial statements.
  • Utilized Ultra Tax software as well as CFS for payroll reports.
  • Employee Retention Credit filings

Tax Examiner I

Colorado Department of Revenue
05.2011 - 12.2018
  • Sales Tax Accounting/Distribution Unit responsible for the Top 160 filers.
  • Audit and analysis.
  • Taxware/ADP amendment project.
  • Project Coordinator for Golden Image, Phase 3 and Phase C imaging projects.
  • Worked with Auditors, Compliance Agents, Local Government liaison and other departments to obtain knowledge, information and maintain interdepartmental relations.
  • Maintain strict adherence to due diligence and confidentiality.
  • Serve as support for other departments when help is required: Call Center, Protest and State Income.

Bookkeeper

Site Rite Inc
02.2006 - 02.2010
  • Responsible for daily paperwork and billing utilizing Quickbooks.
  • Prepared yearly account consolidation reports for S-Corp filing.

Supervisor/Trainer

Simmons & Miller Accounting dba Jackson Hewitt
01.2008 - 05.2009
  • Responsible for training 6 seasonal tax preparers in basic tax knowledge, Profiler software, Jackson Hewitt policies as well as client service and care.
  • Managed single location and HR responsibilities.
  • Prepared returns for individuals as well as schedule C.
  • Responsible for cash accounting and bank deposits.
  • Maintained strict adherence to due diligence and confidentiality.
  • Reviewed and revised returns as necessary.
  • On call resource for other preparers.

Office Manager

Alex Sirum GMC Motorhomes Inc
07.2006 - 01.2007
  • Responsible for daily operations of office for GMC RV service center.
  • Utilized Quickbooks to handle accounts receivable, accounts payable and payroll.
  • Utilized Word, Excel and Access.
  • Maintained monthly banking and credit card records.
  • Shipping and receiving.
  • Purchasing.
  • Customer Service.

Education

AA Degree - Accounting

Indian River State College
01.2008

AA Degree - Culinary Arts

Baltimore International Culinary College
01.1992

Skills

  • Organization skills

  • Local, state, and federal tax returns

  • Tax return preparation

  • Client communication

  • Tax law compliance

  • Bookkeeping expertise

  • Sales tax filing

  • QuickBooks proficiency

  • Financial statement review

  • Payroll processing

  • Tax accounting

  • Bookkeeping

  • Document preparation

  • Income tax preparation

Certification

Certified Federal Tax Preparer 2008, 2009, 2011, 2023, 2024, 2025

Timeline

Tax Expert-Remote

JDA TSG
11.2024 - 02.2025

Dedicated Bookkeeper-Hybrid

Sproles Woodard LLP
07.2023 - 08.2024

Bookkeeper/ Tax Accountant

Buckner & Tilley
03.2023 - 06.2023

Tax Preparer

Jackson Hewitt
12.2022 - 03.2023

Tax Accountant-Remote Sometimes

Barenberg & Washer LLP
01.2019 - 02.2022

Tax Examiner I

Colorado Department of Revenue
05.2011 - 12.2018

Supervisor/Trainer

Simmons & Miller Accounting dba Jackson Hewitt
01.2008 - 05.2009

Office Manager

Alex Sirum GMC Motorhomes Inc
07.2006 - 01.2007

Bookkeeper

Site Rite Inc
02.2006 - 02.2010

AA Degree - Culinary Arts

Baltimore International Culinary College

AA Degree - Accounting

Indian River State College

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Denise R Leuallen