Summary
Overview
Work History
Education
Skills
Timeline
Generic

Johanna Kauffman

Accounting/Finance
Glen Flora,WI

Summary

Motivated Tax Preparer with 13 years of experience running operations and building clientele for tax services company. Expert in preparation of state and federal tax returns for individuals, small businesses, and agricultural partnerships. Client-oriented team player with dedication to uncovering unclaimed deductions and maximizing tax refunds.

Overview

28
28
years of professional experience

Work History

Tax Preparer

Hoff Financial Services
Barron, WI
01.2022 - 06.2022
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.

Waitress and Bartender

Cedar Lodge
LADYSMITH, United States
05.2018 - 02.2022
  • Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
  • Used cash registers and credit card machines to cash out customers.
  • Kept server areas clean and stocked to increase efficiency while working tables.
  • Greeted new customers, discussed specials and took drink orders.
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
  • Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
  • Bussed and reset tables to keep dining room and work areas clean.
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
  • Collaborated with kitchen staff to correctly update customers on unavailable dishes and wait times.
  • Folded napkins and prepared silverware sets to provide adequate supply for host station.
  • Stayed up-to-date on menu changes to help customers make food choices.
  • Inspected dishes and utensils for cleanliness.
  • Checked identification for minimum age for sale of alcoholic beverages.
  • Stored food in designated containers and storage areas to increase shelf life, improve kitchen organization and provide easy access during busy peak service times.
  • Upsold drink specialty items, wine selections and desserts to increase overall sales and exceed targets.
  • Suggested appropriate food and drink pairings to increase per-ticket sales.
  • Enlisted coworkers' assistance for multi-order delivery to avoid spilling or dropping food.
  • Applied comprehensive knowledge of wine, cider and beer to increase daily beverage sales.
  • Prepared specialty desserts for customers for special occasions.
  • Supervised restocking of salad bar and buffet for lunch and dinner service.

Book Keeper and Tax Preparer

Precision Accounting
LADYSMITH, WI
01.2010 - 11.2021
  • Efficient and knowledgeable in Quickbooks and ProSeries operations.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Worked extensively with WI MyTax Account and Federal EFTPS.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Offered clients recommendations to reduce tax liabilities.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Facilitated communication between clients and tax authorities.
  • Prepared tax returns for clients according to government regulations and requirements reducing taxable income by contributing to a traditional IRA in the marketplace healthcare system.
  • Saved client > $5000 of repayment of advanced premium tax payment in marketplace health insurance by offering the option to invest in traditional IRA.

Bookkeeper

Precision Accounting
LADYSMITH, WI
01.2010 - 11.2021
  • Maintained and processed invoices, deposits and money logs.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
  • Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Organized and carried out proactive month-end, quarterly and year-end processes.
  • Calculated deductions and processed payroll for employees.
  • Reported financial data and updated financial records in ledgers and journals.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Verified postings to ledgers to confirm accurate entry and account balances.
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Verified accurate recordkeeping processes, reducing financial inconsistencies.
  • Monitored, verified and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
  • Supported operations by communicating with customers, filing documents and managing data.
  • Reviewed and processed employee expense reports and vendor invoices for payment.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
  • Diminished financial discrepancies and managed monetary transactions.
  • Created plans to remedy financial discrepancies and reconcile issues with records.
  • Increased customer satisfaction by filing taxes on time and promptly resolving issues.

Ofice Manager

H&r Block
Stanley, WI
01.2009 - 08.2009
  • Accomplished multiple tasks within established timeframes.
  • Onboarded new employees with training and new hire documentation.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Established and updated work schedules to account for changing staff levels and expected workloads.
  • Delivered feedback to decision-makers regarding employee performance and training needs.
  • Approved regular payroll submissions for employees.
  • Applied customer feedback to develop process improvements and support long-term business needs.
  • Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.

Education

No Degree - Accounting

WITC
Rice Lake WI

No Degree - Beginner And Advanced Quick Books

WITC
Ladysmith, WI

Yearly Tax And Accounting Continuing Education

The Tax Academy And The Tax Book
Virutual

High School Diploma -

Blue Rock Mennonite School
Millersville PA
05.1994

Skills

  • Client Tax Services
  • Tax Form Completion
  • Atypical Return Processing
  • Individual Tax Returns
  • Intuit QuickBooks
  • Client Records Review
  • Complex Information Translation
  • Adjustments and Deductions
  • Deductible Expense Identification
  • Tax Computation
  • Client Invoicing
  • Income Statements
  • Tax Code Knowledge
  • Account Auditing
  • Exemptions Expertise
  • Tax Audit Procedures
  • Year-End Tax Provision Proficiency
  • Benefits Documentation
  • Government Regulations
  • Payroll Familiarity
  • Quality Control Standards
  • Tax Return Preparation
  • Tax-Related Research
  • Due Diligence
  • Individual Returns Preparation
  • Financial Statements Expertise
  • Tax Liability Management
  • Customer Retention Strategies
  • 10-Key Data Entry
  • Valid PTIN

Timeline

Tax Preparer

Hoff Financial Services
01.2022 - 06.2022

Waitress and Bartender

Cedar Lodge
05.2018 - 02.2022

Book Keeper and Tax Preparer

Precision Accounting
01.2010 - 11.2021

Bookkeeper

Precision Accounting
01.2010 - 11.2021

Ofice Manager

H&r Block
01.2009 - 08.2009

No Degree - Accounting

WITC

No Degree - Beginner And Advanced Quick Books

WITC

Yearly Tax And Accounting Continuing Education

The Tax Academy And The Tax Book

High School Diploma -

Blue Rock Mennonite School

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Johanna KauffmanAccounting/Finance