As an MBA Candidate at UNCO with a career interest in Tax Accounting, I am committed to using my education and experience to make a difference in the tax industry. I am committed to making my work place a diverse and inclusive environment for everyone to learn and grow. My “life work” is getting the necessary education and certification to be a voice for the voiceless when it comes to taxes.
Currently, I am in the final stretch of my master’s Program (Accounting Analytics) at the Monfort College of Business. I will graduate this May (2024) and have my sights set on the CPA certification here in Colorado. My goal is to pass all exams by spring of 2025. I am excited for the challenge and where life will take me next in my career.
• Informing clients or employers on the tax preparation process
• Collecting relevant financial records, including pay stubs and income statements
• Inputting data from financial records into tax return software (CCH Axcess)
• Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return
• Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities
• Prepared Individual, S-corporation, Partnership and Fiduciary tax returns
• Provide accounting services using QuickBooks Online and desktop versions to provide financial statements for individuals and small business
• Managing W-2s and W-4s for employees, including deductions, withholdings, and withholding allowances
• Complying with IRS tax laws, paying payroll taxes, and filing taxes.
• Verifying new hires’ salaries and ensuring that terminations are fully paid out.
• Sales Tax Returns: File sales tax returns based on the client's monthly financial statements
• Payroll Tax Returns: File quarterly and annual payroll tax returns (941, 940, et