Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

LaCheryl Boyd

Indian Lake Estates,FL

Summary

Skilled Tax Consultant with relevant experience in providing tax advisory services to diverse clientele. Strengths include adeptness in tax law interpretation, proficient use of modern tax software and a knack for identifying potential tax savings. Have played instrumental role in past roles by successfully mitigating clients' tax liabilities and ensuring compliance with state and federal regulations. Demonstrated ability to maintain confidentiality, meet deadlines and work effectively both independently and as part of team.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Tax Consultant

Infinity Enk LLC
Indian Lake Estates, FL
03.2019 - Current
  • Reviewed tax returns for individuals, corporations and partnerships to ensure accuracy.
  • Analyzed financial records to determine the appropriate tax filing status.
  • Prepared tax forms in accordance with federal, state and local regulations.
  • Identified deductions and credits that clients were eligible for.
  • Provided advice on strategies to minimize taxes owed.
  • Assisted taxpayers with resolving IRS disputes or audits.
  • Developed long-term tax planning strategies for clients.
  • Explained complex concepts in a clear and concise manner to clients.
  • Advised clients on how best to structure investments for optimal taxation benefits.
  • Gathered data from various sources including financial statements, W2s and 1099s.
  • Filed estimated quarterly taxes as required by law.
  • Resolved discrepancies between client's books and actual taxes due.
  • Educated clients on their rights and responsibilities under applicable laws.
  • Liaised between clients and tax authorities such as IRS representatives.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.

Accounts Receivable Clerk

Indian Lake Estates INC
Indian Lake Estates, FL
09.2023 - 01.2024
  • Responsible for entering customer payments into the accounting software system.
  • Maintained accurate records of accounts receivable and payable transactions.
  • Assisted in month-end closing activities such as preparing journal entries, reconciling accounts, and creating financial reports.
  • Reconciled daily cash receipts with bank deposits.
  • Managed collections activity including contacting customers regarding past due balances and resolving billing disputes.
  • Provided support on audits of accounts receivable by gathering requested information from internal systems.
  • Conducted research on customer accounts as needed to answer inquiries or resolve issues related to payments received or owed.
  • Reviewed all incoming payments for accuracy before posting them into the general ledger system.
  • Calculated unpaid invoices to maintain updated receivables reports.
  • Coded invoices to maintain organized and accurate records.

Education

Some College (No Degree) - Early Childhood Education

Polk State College
Winter Haven, FL

Skills

  • Tax planning strategies
  • Corporate tax preparation
  • Appointment Scheduling
  • Individual returns preparation
  • Account Auditing
  • Tax Form Completion
  • Legal knowledge
  • Document Verification
  • Power of attorney
  • Recordkeeping abilities
  • Document Review
  • Recordkeeping skills
  • Fraud reviews
  • Fraud understanding
  • Attention to Detail
  • Professionalism
  • Delegation and Supervision
  • Government relations

Certification

  • Accredited Tax Preparer (ATP) - Accreditation Council for Accountancy and Taxation.
  • Notary Public - Florida Secretary of State.
  • Loan Signing Agent
  • Immigration Document Specialist

Timeline

Accounts Receivable Clerk

Indian Lake Estates INC
09.2023 - 01.2024

Tax Consultant

Infinity Enk LLC
03.2019 - Current

Some College (No Degree) - Early Childhood Education

Polk State College

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LaCheryl Boyd