John Mpwo

Tax Preparation & Compliance:
- Analyzed financial statements and various documents to prepare individual, partnership, and corporate tax returns.
- Ensured accurate application of tax codes and strict adherence to state and federal tax regulations.
- Filed tax returns promptly, maximizing deductions and credits while minimizing liabilities.
Tax Planning & Consultation:
- Provided strategic tax planning advice tailored to the specific needs of individuals and businesses.
- Assisted clients in understanding the tax implications of different financial decisions.
- Kept abreast of the latest tax laws and advised clients on potential impacts.
Bookkeeping & Financial Reporting:
- Maintained and reconciled general ledgers, ensuring accurate representation of financial transactions.
- Generated monthly, quarterly, and annual financial reports, including profit and loss statements, balance sheets, and cash flow statements.
- Processed accounts payable and receivable, ensuring timely payments and collections.
Client Consultation & Relationship Management:
- Engaged with clients to gather necessary financial data and documentation for tax and bookkeeping services.
- Developed and maintained strong client relationships through consistent communication and exceptional service.
Software & Technological Proficiency:
- Utilized accounting and tax software for efficient data entry, analysis, and report generation.
- Leveraged technology to automate repetitive processes and enhance accuracy.
Continuous Professional Development:
- Participated in workshops, seminars, and courses to stay updated with current accounting standards and tax laws.
- Acquired relevant certifications to broaden expertise and enhance service offerings.
Payroll Processing & Management:
- Administered periodic payroll for clients, ensuring accurate wage calculations and timely disbursements.
- Prepared and submitted payroll tax forms and managed employee benefits and deductions.

- Prepared federal, state, and local tax returns for individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Conducted thorough interviews with clients to gather necessary financial information and provided personalized tax planning advice to minimize liabilities.
- Reviewed and analyzed clients' financial documents, identifying discrepancies and ensuring all documentation was accurate and complete.
- Filed tax returns electronically, maintaining organized and detailed records for future reference.
- Maintained up-to-date knowledge of tax laws and regulations through continuous education and training.
- Utilized tax preparation software to efficiently complete and file tax returns, staying current with software updates and best practices.
- Responded to client inquiries promptly, providing exceptional customer service and resolving any tax-related issues.
- Ensured confidentiality and ethical handling of all client information, adhering to professional standards and regulatory requirements.

-Led and mentored a team of tax professionals, driving operational efficiency and elevating client service standards, which resulted in a 20% increase in client retention rates.
- Provided expert training and ongoing support to team members, fostering a collaborative and high-performing work environment that boosted overall team productivity by 15%.
- Supervised the preparation and filing of accurate and compliant federal, state, and local tax returns, ensuring adherence to all applicable tax laws and regulations.
- Developed and implemented strategic tax planning initiatives, assisting clients in minimizing tax liabilities and maximizing their financial outcomes through tailored advice and solutions.
- Managed client relationships by addressing complex tax issues and inquiries, delivering prompt and thorough resolutions that enhanced client satisfaction and loyalty.
- Conducted regular performance evaluations for team members, offering constructive feedback and identifying opportunities for professional development and continuous improvement.
- Utilized advanced tax preparation software to optimize processes, ensuring the accuracy and efficiency of tax return preparation while staying updated with industry best practices and software advancements.
Maintained meticulous and confidential records of all tax-related documentation, adhering to ethical standards and regulatory requirements to protect client information and ensure compliance.