Kathryn Perez

• Reconciled monthly statements, invoices and expense accounts, keeping records accurate and current.
• Executed financial due diligence tasks on daily basis to maintain optimal company finances.
• Advised management regarding significant expenditures to keep operations in line with budget limitations.
• Drafted yearly treasury reports to support management decision-making needs.

assisted clients with the electrical needs. Assisted with starting stopping moving and billing of electrical services for residential and businesses.

• Completed and filed returns with tax departments at local, state and federal levels.
• Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
• Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
• Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
• 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.
• Offered clients recommendations to reduce tax liabilities.
• Facilitated communication between clients and tax authorities.

• Completed and filed returns with tax departments at local, state and federal levels.
• Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
• Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
• Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.