Kelsea Heintzman

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• Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
• Developed financial reports using bank statements and created personal balance sheets and net worth statements.
• Provided guidance to clients on tax planning strategies and business decisions.
• Maintained and performed necessary actions for QuickBooks files for an average of 250+ clients.
• Researched complex tax issues and provided solutions to clients.

• Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
• Completed basic bookkeeping and document filing.
• Developed presentations outlining proposed changes or updates in taxation policies.
• Worked closely with senior staff members on complex taxation projects.

• Prepared medications for dispensing by counting, pouring, labeling, and verifying doses.
• Performed cashier duties such as accepting payments and issuing receipts.
• Communicated effectively with other members of the health care team regarding medication orders and refills.