Kate Mulligan

• Prepared Form 1040

- The 1040s that I prepare can encompass everything from modest refunds to multi-million dollar filings, potentially including multi-state tax returns, numerous K-1 forms, and various investment accounts, as well as extensive Schedule Cs, Es, Ds, and Bs.

• Prepared Form 1120, 1120S and 1065

- I keep clients records consistently throughout the year by conducting bank reconciliations and making adjusting journal entries, and for some, I perform annual adjusting journal entries to book depreciation, and make sure their assets and liabilities are accurate at year end.

- Verified the accuracy of the client's financial records by reconciling assets and liabilities with year-end statements.

- I work with clients from diverse industries, including food, construction, real estate, as well as medical offices and hospitals.

• Form 1041 - Trust & Estates
• Form 990
• Tax Planning

- Prepare precise tax projections in the fourth quarter to plan for year-end adjustments, which include verifying that clients paid sufficient income tax to prevent penalties, optimizing 401(k) contributions, and preparing fourth-quarter estimates, among other considerations. Tax projections were also prepared multiple times throughout the year to accommodate special circumstances, such as purchasing a home or making a retirement withdrawal.

• Respond to state and federal tax notices by preparing written responses or tax return amendments.
• Prepare monthly and quarterly sales tax returns.

• Traveled to local municipalities and school boards to perform audit services on location.
• Worked under supervision of auditors to develop working knowledge of company's audit approach, tools and methods.
• Completed testing on Internal Controls, Single Audit and other various funds.

• Assisted in the review of individual tax returns prepared by senior accountants.
• Assisted the processing office by scanning and processing tax returns.