Kim S. Washington
Southfield,MI
Summary
Knowledgeable Accountant & Tax Professional proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.
Overview
28
28
years of professional experience
Work History
Tax Preparer
Val-U-Tax Services
10.2018 - Current
- Tax Advisor and preparation of over 100 individual tax returns.
- Certified to prepare New York state tax returns.
- Offered clients recommendations to reduce tax liabilities,
- Specializing in Sole Proprietorship and Rental Property.
- Preparation of 990 returns and Sales Tax Returns.
- Assistance with IRS letters and audits
CSI Tax Expert (Seasonal)
Baker Tilly
01.2024 - 04.2024
- Reviewed over 250 tax returns on Turbo Tax Online returns to ensure accuracy and compliance of tax laws
- Reviewed federal and any state returns that quality for filing returns
- Assisting clients in correcting system rejects enabling to file their returns
- Advising clients of tax laws when it affected their refund or balance due on tax returns
Accountant (Part Time)
Allstate Insurance- James Jackson Agency
08.2005 - 06.2022
- Primary function consisted of accounting for all transactions for two insurance agencies business accounts.
- Gathered financial information, prepared documents, and closed books.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Reconciled accounts and reviewed expense data, net worth, and assets during Monthly Bank Reconcilement's.
- Performed Trial Balance Analysis.
- Posting Journal Entries in QuickBooks.
- Reviewed vendor invoices for appropriate documentation and validity for Accounts Payable.
Tax Preparer
H&R Block
12.1996 - 01.2018
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Offered clients recommendations to reduce tax liabilities.
- Educated clients on tax planning strategies, helping them save money in future years.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Reimbursement Supervisor
Arcadia Health Services, Inc.
04.2007 - 02.2008
- Responsible for hiring, coaching, disciplining, terminating, and monitoring 9 employees for a National Temporary Health Care Corporation.
- Managed the resolution of complex reimbursement cases, resulting in increased revenue recovery for the organization.
- Processed weekly payroll which included ACH deposits and check disbursements
- Performed cash postings and Aging Report Analysis.
- Responsible for government and medical billing and accounts receivables.
- Proposed over 10 system requests that streamlined the payroll process.
- Maintained up-to-date knowledge on industry regulations and compliance requirements, ensuring adherence by all team members.
Accountant I
Arcadia Health Services, Inc.
10.2000 - 03.2007
- Responsible for preparing and analyzing commission reports for 118 offices
- Analyzed margin discrepancies that impacts net profit and loss for resolution.
- Reconciled bank accounts and posted journal entries.
- Audited payroll and billing reports for discrepancies.
- Budget analysis, Financial statements analysis and Profit and Loss tax returns
- Identified legal tax savings and recommended ways to improve profits.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Skills
- Intuit Turbo Tax Tax
- Tax Act
- Drake Tax & Accounting
- Quickbooks
- H&R Block Premium and Business
- H&R Block Deluxe and State
- Microsoft Office 365
Certified Enrolled Agent
Upon receipt of E.A Certificate in the mail.
Affiliations
- Michigan Society of Enrolled Agents
- National Association of Enrolled Agents
Professional Engagement
Continuously participate in professional development opportunities and forums to stay current in industry trends and regulatory changes.
Timeline
CSI Tax Expert (Seasonal)
Baker Tilly
01.2024 - 04.2024
Tax Preparer
Val-U-Tax Services
10.2018 - Current
Reimbursement Supervisor
Arcadia Health Services, Inc.
04.2007 - 02.2008
Accountant (Part Time)
Allstate Insurance- James Jackson Agency
08.2005 - 06.2022
Accountant I
Arcadia Health Services, Inc.
10.2000 - 03.2007
Tax Preparer
H&R Block
12.1996 - 01.2018
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