Kristy Freitas
CPA, Bi=lingual, General Ledger, Tax Preparation, Bookkeeper, Bank Reconciliation, Sales & Use Tax
Cumming,GA
Summary
CPA with extensive experience in tax return preparation, federal tax compliance, and general ledger reconciliation. Strong client service, accounting standards, and financial statement analysis skills.
Overview
1
1
Language
2
2
years of post-secondary education
20
20
years of professional experience
Work History
Certified Public Accountant
Shoebox Accounting Services
Cumming, Georgia
04.2007 - Current
- Advised clients on tax planning strategies to minimize their tax liability.
- Maximized tax refunds by identifying and documenting taxable income, deductible expenses, and allowances.
- Prepared tax returns and supporting schedules, ensuring compliance for individual and business clients.
- Assisted in the preparation of federal, state, and local income and franchise tax returns.
- Managed client bookkeeping and reconciliations for Shoebox Accounting Services.
- Evaluated current accounting systems to identify any areas that need improvement or streamlining.
- Maintained confidentiality of sensitive client information at all times.
- Provided exceptional customer service to small business clients, addressing inquiries and enhancing client satisfaction.
CPA
Mcallister Retail Services
Cumming, Georgia
11.2025 - 07.2026
- Audited client accounts for accuracy and completeness, ensuring compliance with regulations.
- Supported preparation of federal, state, and local income and franchise tax returns, contributing to timely submissions.
- Reconciled general ledger accounts for store operations and service transactions.
- Collaborated with cross-functional teams to streamline financial processes and improve collaboration.
Senior Staff Accountant
Ascent Hospitality Management
Buford, Georgia
08.2022 - 11.2025
- Supported month-end close through accruals, adjustments, and account analysis.
- Managed daily closing, reporting, and reconciliation functions to ensure timely and accurate financial statements.
- Prepared journal entries for hospitality property accounting and general ledger maintenance.
- Reviewed accounts payable invoices for compliance with approved hospitality budgets and ensured accurate coding.
- Reviewed accounts payable invoices for accuracy prior to payment processing.
- Assisted audits by compiling and organizing documents, schedules, and supporting accounting records for review.
- Determined tax owed, completed, and filed returns and upheld compliance with applicable laws.
IRS Revenue Small Business & Self Employed Agent
IRS
Gainesville, Georgia
11.2024 - 09.2025
- Examined tax returns and supporting records to identify IRS compliance issues and recommend corrective actions.
- Applied tax laws and procedures during case review and analysis.
- Contacted taxpayers to request documents and clarify reporting discrepancies.
- Prepared detailed summaries of findings to facilitate informed decision-making during supervisor review.
- Processed returns, exchanges, and refunds according to established procedures, ensuring high accuracy and compliance.
- Participated in ongoing training programs related to job duties or responsibilities.
Education
Master of Science - Accounting And Finance
Keller Graduate School of Management
Atlanta, GA06-2002
International Business Management
American InterContinental University
Atlanta, GA05-1998
Associate of Science - Business Information Systems
Herzing College
Atlanta, GA05-1994
CPA Exam Preparation
Becker CPA Review
10.2003 - 06.2005
Skills
- Tax return preparation
- General ledger reconciliation
- Bookkeeping software
- Federal tax compliance
- Financial statement analysis
- Accounting standards
- Month-end close
- Analytical thinking
- Written communication
- Client service
- Quickbooks mastery
- Payroll processing
- Certified public accountant (CPA)
- Tax computation
Languages
Spanish
Professional
Timeline
CPA
Mcallister Retail Services
11.2025 - 07.2026
IRS Revenue Small Business & Self Employed Agent
IRS
11.2024 - 09.2025
Senior Staff Accountant
Ascent Hospitality Management
08.2022 - 11.2025
Certified Public Accountant
Shoebox Accounting Services
04.2007 - Current
CPA Exam Preparation
Becker CPA Review
10.2003 - 06.2005
Master of Science - Accounting And Finance
Keller Graduate School of Management
International Business Management
American InterContinental University
Associate of Science - Business Information Systems
Herzing College