Katherine Medlin

• -Prepared federal and state tax returns for individual and business clients
• -Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
• -Assisted senior tax staff with complex returns and deadline support
• -Communicated with clients about tax notices, documents, and filing questions
• -Responded promptly to inquiries from both internal and external customers regarding taxation issues.

Provided comprehensive bookkeeping services to maintain accurate financial records.

• - Prepared federal and state tax returns for individual and business clients
• -Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
• - Communicated with clients about tax notices, documents, and filing questions

- Organized confidential tax files and maintained secure record systems

• - Matched bank statements to general ledger balances, resolving variances to ensure accuracy in financial reporting.
• - Posted journal entries for monthly close periods.
• - Tracked payroll records and assisted with payroll processing.
• - Assisted senior tax staff with complex returns and deadline support
• - Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
• - Assisted clients in preparing financial documents for tax purposes, facilitating timely and accurate submissions.
• Prepared tax returns for diverse clients, ensuring compliance with federal and state regulations.