Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Additional Relevant Experience
Timeline
Generic
KAREN CASSIDY

KAREN CASSIDY

Beverly Hills,FL

Summary

Accomplished and influential accounting professional with significant experience in income tax procedures, planning, and taxation policies. Expertly prepares complex tax returns and extensions. Identifies legal tax savings and recommends methods to optimize returns. Consistently finds solutions to complicated tax issues. Well-versed in orchestrating state and IRS audits. Manages and completes general ledger-related activities including account reconciliations, financial reporting, and consistent application of GAAP for all accounting transactions. Remains current with all federal and state accounting procedures to avoid compliance or legal issues. Highly skilled in tax resolutions such as OIC, IA and CNC. Polished communication and interpersonal skills; forges productive relationships with diverse groups of clients, key stakeholders, and colleagues at all levels. Thrives in team-based, collaborative environments; works independently with equal success. Recognized for sound judgment, analytical mindset, technical sophistication, and attention to detail. Meticulous, versatile, and respected.

Overview

31
31
years of professional experience
1
1
Certification

Work History

OWNER/ENROLLED AGENT/TAX RESOLUTION SPECIALIST

CASSIDY ACCOUNTING LLC.
01.2022 - Current
  • Developed and maintained strong relationships with clients, resulting in repeat business, referrals, and a diverse clientele.
  • Prepared accurate and timely tax returns, ensuring client satisfaction and compliance with IRS regulations for between 30 and 75 individuals and businesses.
  • Developed customized tax plans for businesses, optimizing deductions and minimizing liability.
  • Exceeded client expectations through meticulous attention to detail in all aspects of tax preparation work.
  • Conducted comprehensive reviews of prior-year returns to identify potential errors or missed opportunities for additional deductions.
  • Maximized tax savings for clients by identifying and implementing effective tax strategies.
  • Conducted thorough research on new tax legislation, maintaining up-to-date knowledge to better serve clients.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Responded to inquiries from IRS and other tax authorities.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Gathered financial information, prepared documents, and closed books.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping
  • Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.

QUICKBOOKS LIVE EXPERT ASSISTANT

INTUIT, INC.
01.2024 - 01.2025
  • Handling a diverse clientele with their QBO accounts.
  • Assisting customers with their classification, reconciliations, projects, budgets, account set up, etc.
  • Assisting customers as needed with 1099s and income tax questions
  • Expertise in financial statements and year-end adjustments for tax prep.
  • Contributed to a positive work environment with strong interpersonal skills and a proactive teamwork attitude.
  • Worked closely with management to provide effective assistance for specific aspects of business operations.

TAX ASSOCIATE/QUICKBOOKS CLEAN UP

INTUIT, INC.
01.2022 - 01.2022
  • Led the complete and accurate assessment of tax issues for a diverse clientele. Skillfully reviewed IRS 1040 forms. Prepared tax materials to identify and optimize tax benefits.
  • Initiated comprehensive research to determine clients' eligibility for tax credits, abatements, and deductions
  • Coordinated QuickBooks cleanup process to effectively align clients’ books/accounts with strict IRS requirements and GAAP standards
  • Generated financial reporting, personal balance sheets, and net worth statements
  • Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
  • Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.

OWNER/ENROLLED AGENT

CASSIDY ACCOUNTING SERVICE, INC.
01.1997 - 01.2008
  • Organized and assessed all information and documentation necessary to complete complex tax forms for between 25 and 100 clients.
  • Expertly prepared payroll tax deposits and yearly/quarterly forms.
  • Collaborated with federal/state/local authorities to finalize all tax documentation.
  • Demonstrated mastery of Quicken and Peachtree software to prepare yearly/quarterly/monthly financial statements
  • Furnished comprehensive and accurate documentation for submitting individual and corporate tax returns
  • Secured storage for copies of completed returns—and all pertinent documents—as per business regulations and company procedures

BOOKKEEPER

BANNER TIRE, INC.
01.1995 - 01.1996
  • Employed solid accounting expertise to collect and summarize account information—and prepare monthly financial reports. Analyzed all company receipts to reconcile with statements. Certified and processed electronic deposits, payroll, and pay adjustments.
  • Launched company’s new computerized financial accounting system to optimize efficiency of all accounting processes
  • Ensured complete compliance across A/P, bank reconciliations, invoicing, billing, and collections

Education

Master of Science - Accounting

COLORADO CHRISTIAN UNIVERSITY
Colorado
08.2024

BBA - Accounting

FLORIDA ATLANTIC UNIVERSITY
Boca Raton, FL
08.2021

Associate of Arts - Accounting

INDIAN RIVER STATE COLLEGE
Fort Pierce, FL
12.1997

Skills

  • Tax Accounting Strategy
  • Tax Return Preparation
  • Financial Statement Preparation
  • IRS/State Audit Preparation
  • Client Engagement
  • Small business operations

Accomplishments

  • Worked with clients to prepare individual tax, gift tax and estate tax returns.
  • Grew business through word of mouth referrals and focusing on quality tax preparation.
  • Documented and resolved tax issues which led to client saving money on taxes.

Affiliations

  • National Association of Enrolled Agents
  • American Society of Tax Problem Solvers
  • American Accounting Association

Certification

  • Intuit Certified Bookkeeping Professional
  • Certified ProAdvisor QuickBooks Online
  • Certified Advanced ProAdvisor QuickBooks Online
  • Tax Resolution Specialist
  • Enrolled Agent

Additional Relevant Experience

  • JOSEPH GABRIEL CPA JUNIOR ACCOUNTANT Completed ≈ 200 individual, partnership, corporate, not-for-profit, and estate tax returns (annually). Prepared monthly financial statements for ≈ 60 clients.
  • Analyzed and reconciled month-end totals and general ledger entries; ensured accurate and swift financial information reporting
  • Generated monthly financial statements and prepared quarterly/monthly sales and payroll tax returns for diverse client base; verified completeness of all data

Timeline

QUICKBOOKS LIVE EXPERT ASSISTANT

INTUIT, INC.
01.2024 - 01.2025

OWNER/ENROLLED AGENT/TAX RESOLUTION SPECIALIST

CASSIDY ACCOUNTING LLC.
01.2022 - Current

TAX ASSOCIATE/QUICKBOOKS CLEAN UP

INTUIT, INC.
01.2022 - 01.2022

OWNER/ENROLLED AGENT

CASSIDY ACCOUNTING SERVICE, INC.
01.1997 - 01.2008

BOOKKEEPER

BANNER TIRE, INC.
01.1995 - 01.1996

Master of Science - Accounting

COLORADO CHRISTIAN UNIVERSITY

BBA - Accounting

FLORIDA ATLANTIC UNIVERSITY

Associate of Arts - Accounting

INDIAN RIVER STATE COLLEGE

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