Joe Sewsanker
South Ozone Park
Summary
Experienced tax and accounting professional with 5 years of expertise in tax preparation, financial reporting, and compliance for individuals and small businesses. Skilled in QuickBooks, ADP, Paychex, and Gusto, with a focus on optimizing clients' financial strategies and ensuring tax compliance. Proven ability to advise on tax-saving opportunities and resolve complex issues efficiently.
Overview
4
4
years of professional experience
Work History
Owner
Efficient Tax and Accounting Services LLC
01.2024 - Current
- Provide comprehensive tax and accounting services to individuals and small businesses.
- Oversee daily operations, client engagement, and strategic business planning.
- Deliver tax planning, financial reporting, and advisory services customized to client needs.
- Utilize QuickBooks, ADP, Paychex, and Gusto to manage client books and payroll processes.
- Ensure full compliance with federal and state tax regulations.
Tax Accountant
OG Tax and Accounting Group
01.2023 - 04.2025
- Prepare and file federal, state, and local tax returns for a diverse clientele including individuals, small businesses, and LLCs.
- Advise clients on tax-saving strategies, entity structuring, and compliance issues.
- Represent clients before the IRS and state agencies during audits, notices, and other disputes.
- Manage monthly, quarterly, and year-end closings, general ledger reconciliations, and financial statement preparation.
- Provide QuickBooks setup, training, and ongoing bookkeeping support for business clients.
- Collaborate with partners to ensure up-to-date tax law compliance and implement best practices in client service.
Senior Tax Specialist
H&R Block
01.2021 - 04.2023
- Prepared individual and small business tax returns with attention to accuracy and compliance.
- Provided exceptional service by resolving issues and maximizing clients’ tax savings.
- Conducted tax interviews to identify relevant deductions and credits.
- Maintained knowledge of evolving tax laws and ensured clients were informed.
- Collaborated with team members to meet peak season productivity and service goals.
Education
Bachelor of Arts - Accounting
Queens College, City University of New York (CUNY)
Queens, NY01.2017
Skills
- QuickBooks proficiency
- Tax preparation
- Bookkeeping
- Verbal and written communication
- Payroll management
- Full-service accounting
Timeline
Owner
Efficient Tax and Accounting Services LLC
01.2024 - Current
Tax Accountant
OG Tax and Accounting Group
01.2023 - 04.2025
Senior Tax Specialist
H&R Block
01.2021 - 04.2023
Bachelor of Arts - Accounting
Queens College, City University of New York (CUNY)
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