Jessica Haid

• Completed and filed returns with tax departments at local, state and federal levels for Individual and Small Business tax returns.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• 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.
• Offered clients recommendations to reduce tax liabilities.
• Prepared written responses or tax return amendments to resolve state and federal notices.
• Delivered comprehensive tax documentation required for accurate individual and corporate returns.
• Consulting for small businesses on Quickbooks use and clean up of accounting data for day to day use along with correct Financial Statements for tax preparation.
• Payroll through Quickbooks, including reporting of all Federal and State Quarterly and Annual reports.
• Facilitate set up of new Corporations.
• Sales tax reporting for CA Department of Tax.
• Worker's Compensation Audit reporting.

Personal Assistant for Entrepreneur, William D. Lynch including general office duties, accounting, general ledger bookkeeping records, financial statements, typing, payroll, and property management tasks.

Accounting 1 and 2

Business Management

Computer, Excel

Preparer: A137698

Annual continuing education completed to uphold approved status

Bond Info: ACIC #272228

PTIN: P00551638