Kyle Sheppard, CPA
Minooka,IL
Summary
Dynamic accounting professional with a proven track record at Mack & Associates, P.C., specializing in audits for governmental and non-profit entities as well as tax preparation. Excelled in fostering client relationships and leveraging expertise in QuickBooks and Microsoft Excel to enhance financial accuracy. Achieved significant improvements in client satisfaction through meticulous tax preparation and audit performance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Staff Accountant
Mack & Associates, P.C.
12.2020 - Current
- Performed audits for governmental entities (School Districts, Villages, Cities, Counties) as well as Non-Profit entities.
- Experience with Single Audit requirements and performance.
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Developed strong relationships with clients, building trust and ensuring a high level of satisfaction during the audit process.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
- Interviewed auditees to gather data needed to conduct audits.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Identified potential tax deductions and credits, maximizing clients' refunds or minimizing owed amounts.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Accounting Intern
Mack & Associates, P.C.
01.2020 - 12.2020
- Performed basic auditing procedures, such as scanning documentation and performing basic testing procedures.
- Facilitated tax appointment scheduling between clients and tax preparers.
- Assisted in bookkeeping for both cash and accrual clients.
- Assisted in financial statement preparation for audit clients.
Education
Bachelor of Arts - Accountancy
University of St. Francis
Joliet, IL12.2020
Skills
Monthly Account / Bank Reconciliation
Accounts Receivable
Monthly Journal Entries
Payroll Processing
Intuit QuickBooks
Microsoft Excel proficiency
Auditing
Tax Preparation
Report Writing
General ledger accounting
Affiliations
- Illinois CPA Society
- American Institute of CPAs
Certification
Certified Public Accountant (CPA) - Illinois Department of Financial & Professional Regulation
Timeline
Staff Accountant
Mack & Associates, P.C.
12.2020 - Current
Accounting Intern
Mack & Associates, P.C.
01.2020 - 12.2020
Bachelor of Arts - Accountancy
University of St. Francis
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