Summary
Overview
Work History
Education
Skills
Certification
Affiliations
References
Timeline
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Kristinia McDaniel, EA

FPO,AE

Summary

Detail-oriented Enrolled Agent with seventeen years of experience in tax preparation for various entities. Expert in managing tax paperwork and calculations, always meeting deadlines and exceeding customer expectations. Skilled at building strong client relationships and providing financial education. Focused on continuous team development and bottom-line profitability.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Enrolled Agent and Senior Tax Manager

Liberty Tax Service
Manassas, VA (Remote), 10 Hours Per Week $15hr/$7800 Yr
05.2022 - 05.2024
  • Worked at a mid-sized tax preparation firm, handling individual and business tax returns.
  • Assisted clients with tax advocacy and resolution with the Home State and Internal Revenue Service.
  • Oversaw a sizable team of 30, setting ambitious work productivity goals, and implementing strategies that significantly improved our overall workflow.
  • Advised clients on the best methods to reduce their taxes in accordance with current regulations.
  • Developed strategies for minimizing future taxes owed by clients based on their individual circumstances.
  • Ensured compliance with federal, state, local regulations while preparing returns.
  • Calculated quarterly estimated tax payments for self-employed clients and small businesses.

Tax Manager and Sr. Accountant

COVA Accounting and Associates CPA PC
Virginia Beach, VA, 55+hrs Per Week $70,000 Yr
08.2020 - 05.2022
  • Worked at a mid-size public accounting firm, providing professional accounting services to corporations and individuals.
  • Represented clients before the Internal Revenue Service and the state for debt and tax resolution, advocating for them and ensuring compliance with local and federal laws.
  • Performed audits of taxpayer records in order to ensure compliance with all applicable regulations.
  • Reviewed and analyzed financial statements to determine tax liability.
  • Conducted biannual tax planning, projecting, and forecasting for clients, and created and maintained company financial planning, including preparing monthly bookkeeping and financial statements.
  • Organized and conducted biweekly staff meetings to ensure each staff member met their individual biweekly goals.
  • Provided technical advice to clients regarding complex transactions involving taxation.
  • Reviewed year-end closing entries related to taxes for accuracy and completeness.
  • Ensured timely payment of taxes owed by clients.
  • Identified opportunities for clients to reduce their tax burden through deductions or credits.
  • Prepared and filed corporate, trust, partnership, and individual income tax returns.
  • Trained staff members in proper procedures for filing returns and preparing documents required by regulatory agencies.
  • Developed or analyzed information to assess current or future financial status of firms.
  • Created and updated financial reports on frequent basis to present information to leadership teams.
  • Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
  • Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
  • Analyzed actual financial results to budget, preparing variance reporting to functional groups.
  • Prepared monthly financial reports for management review.
  • Prepared monthly financial statements, including balance sheets and income statements.
  • Responded promptly and professionally to inquiries from clients regarding their taxes or other matters.

Tax Accountant

Zuckerman and Associates LTD
Virginia Beach, VA, 55+hrs Per Week $55,000 Yr
06.2019 - 07.2020
  • Worked in a mid-sized public accounting firm to provide professional accounting services for individuals and business clients.
  • Provided a full range of services, including income tax preparation, audit support, financial statement preparation, pro forma budgeting, general ledger accounting, and bank reconciliation.
  • Reviewed financial statements for clients to determine potential deductions.
  • Calculated estimated taxes due from clients and ensured timely payments.
  • Provided advice on strategies to reduce overall tax liability for clients.
  • Reconciled client books for accurate reporting with post adjusting journal entries.

Operations Manager and Tax Accountant

Liberty Tax Service
Gainesville, VA, 40hrs Per Week $42,000 Yr
08.2007 - 06.2019
  • Executed meticulous preparation of individual and corporate tax returns, ensuring accuracy and compliance with all relevant regulations.
  • Implemented comprehensive financial management, meticulously tracking expenses, and preparing detailed quarterly and year-end financial statements for corporations.
  • Demonstrated exceptional efficiency in managing budgeting and payroll for a diverse portfolio of businesses, overseeing the timely preparation of quarterly and yearly payroll tax returns, W-2s, 1099-MISC, and 1099-NEC.
  • Taught a 12-week course on taxation to college students at Northern Community College and George Mason University.
  • Oversaw four separate locations, creating weekly scheduling for each area and handling all human resource issues throughout each location, including hiring/firing, disciplinary actions, and healthcare enrollment, while ensuring all appropriate IRS and state-level employment forms were filed.
  • Developed employee handbook, along with yearly training seminars for employees.
  • Created business plans for new companies.
  • Created and taught seminars to local real estate agents and businesses.
  • Created and executed marketing campaigns to grow the business.
  • Conducted regular reviews of existing policies and procedures for continuous improvement opportunities.
  • Performed cost analysis for various projects to determine budget requirements.
  • Implemented innovative strategies that reduced operating costs while maintaining high levels of customer satisfaction.

Education

Bachelor's in Business Administration - Management

Saint Leo University, NAS Little Creek Virginia Beach
05.2017

Skills

  • Enrolled Tax Agent (including Tax Advocacy, Tax Resolution, Tax Compliance)
  • Accountant
  • Payroll (preparing payroll through various payroll programs)
  • Management (extensive work experience with managing staff, including hiring and firing)
  • Public Speaking and creating seminars
  • Budgeting for individuals, corporations, and Non-Profits
  • Teaching/Training other employees and clients
  • Human Resources ( including creating employee handbooks, filing employment forms, scheduling to improve workflow, and increasing productivity throughout the company)
  • Tax Planning and Tax Preparation (for individuals, corporations, Nonprofits, Estate Planning and preparation, Gift Tax, and NATO)
  • Cash Flow Planning and Projections for Large Corporations and Nonprofits
  • Tax Software Mastery in various programs
  • Financial statement review
  • Records Management
  • Tax advising
  • Staff Development
  • Tax accounting
  • New Business Development

Certification

  • Enrolled Agent with the Internal Revenue Service, 00144721-EA, Present
  • Notary Public of Virginia, 07/29/2021, 07/29/2025
  • National Association of Enrolled Agents

Affiliations

  • Client Service Assistant and Budget for Babies Instructor, Navy-Marine Relief Society, NAS Sigonella
    Through my dedicated volunteer service, I have contributed over three hundred hours to support Sailors, Marines, and their families, making a tangible difference in their lives. By working closely with Soldiers, Marines, and other Active-Duty Military Branches, I have also provided timely assistance for unexpected and emergency financial needs, fostering a sense of unity and shared responsibility. Met with Active Duty members and their families to prepare budgets, make suggestions, and provide guidance to help them achieve financial stability. Taught Active Duty members about the value of investing in TSP and overall financial education. Created and implemented the Active Duty Fund Drive and the first-ever NAS Sigonella Softball Tournament. As a key trainer and daily collaborator with the Active Duty Fund Drive, I Played a pivotal role in surpassing four consecutive years of donations in 2024 a testament to our collective dedication and hard work. Spoke at the New Sailor, Marines, and their family's orientation. Wrote the Key Person's letter of appreciation for each command volunteer involved in the Active Duty Fund Drive and organized the awards ceremony to honor Key persons involved in the Active Duty Fund Drive. As part of my responsibilities, I diligently schedule appointments, answer the phone, make bank deposits, and efficiently oversee the office in the Director's absence ensuring smooth operations and maintaining a high level of service. An instructor for Active Duty members and their families the program budget for babies to help prepare financially for the arrival of their new children.

References

References available upon request.

Timeline

Enrolled Agent and Senior Tax Manager

Liberty Tax Service
05.2022 - 05.2024

Tax Manager and Sr. Accountant

COVA Accounting and Associates CPA PC
08.2020 - 05.2022

Tax Accountant

Zuckerman and Associates LTD
06.2019 - 07.2020

Operations Manager and Tax Accountant

Liberty Tax Service
08.2007 - 06.2019

Bachelor's in Business Administration - Management

Saint Leo University, NAS Little Creek Virginia Beach

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Kristinia McDaniel, EA