KIMBERLY BARTLETT
POMONA,CA
Summary
My 30 plus years in the tax and accounting industry has given me knowledge, skills and experience and in many areas including tax preparation, corporate compliance and administrative. I have excellent communication skills working with clients and as well as coworkers. I have been able to analyze, research and resolve client issues thus . I helping many individuals and businesses.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Tax Preparer/Corporate Compliance/Office Administrator
HR & Associates LLP
Rancho Cucamonga, CA
11.2002 - 11.2024
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Prepared tax returns for individuals and assisted with some Corporate and Trust tax returns.
- Processed new Corporate/LLC Set Ups, State Registrations, Corporate Changes/Updates and Compliance work including preparation of Minutes and Reports/Filings.
- Communicated with federal and state tax agencies to obtain best resolution for “suspended or revoked” status business entities.
- Processed Firm Billing
- A/R Collections
- Reviewed and Processed Firm Payables
- Processed Firm Payroll
- Provided support and handled IT
- Managed Administrative Staff
- Provided Administrative Support
- Provide Human Resources Functions
- Provided customer service, addressing client concerns and questions.
Education
Associate's Degree - Medical Assisting
Victor Valley College
Victorville, CA12-1989
High School Diploma - General High School Curriculum
Alhambra High School
Alhambra, CA06-1984
References
- Cissy Burgess, Owner, Burgess Maintenance, 5 Old Wood, Pomona, CA, 91766, (909) 455-4606
- Desiree McFadden, Owner, McFadden Accessories, 1120 E. Hazeltine Ct, Ontario, CA, 91761, (714) 833-8983
- Cheryl Riding, Personal Reference, 5071 Fashion Pl, Riverside, CA, 92504, (951) 965-9624
- Mary Ascencio, Personal Reference, 739 E. Holt Avenue, Pomona, CA, 91767, (909) 270-6471
Certification
- CTEC - State of California, Expires 10/2025
- PTIN - Department of US Treasury, Expires 12/2025
Timeline
Tax Preparer/Corporate Compliance/Office Administrator
HR & Associates LLP
11.2002 - 11.2024
Associate's Degree - Medical Assisting
Victor Valley College
High School Diploma - General High School Curriculum
Alhambra High School
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