Lawana Morse
Horseheads,NY
Summary
Dynamic and results-oriented professional with extensive experience in tax accounting and business development, notably at Hugg Accounting Inc. Excelled in income tax preparation and client communication, fostering significant client satisfaction. Demonstrated exceptional organizational skills and a commitment to continuous learning. Proven track record of facilitating successful partnerships and achieving client goals.
Overview
25
25
years of professional experience
Work History
Resident Entreprenuer
Southern Tier Incubator Works
04.2024 - Current
- Assist startup entrepreneurs with business design and conception
- Assist in setting achievable goals to enhance business operations.
- Facilitate group discussion through zoom and in-person workshop
- Facilitate networking connections between clients and relevant industry professionals, fostering beneficial partnerships.
Tax Accountant
Hugg Accounting Inc
09.2018 - Current
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
- Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
Full Charge Bookkeeper
Self
01.2000 - Current
- Contract work for multiple clients
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Ensured timely and accurate financial reporting for management decision-making purposes.
- Prepared comprehensive financial statements, including balance sheets, income statements, and cash flow reports for leadership review.
- Maintained detailed records of fixed assets, ensuring accurate depreciation schedules and timely asset disposal procedures.
- Completed tax forms in compliance with legal regulations.
- Established QuickBooks accounting system to reflect accurate financial records.
- Completed payroll for employees and maintained detailed records of procedures.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Title Clerk
Ferrario Auto Team
01.2018 - 09.2018
- Coordinated efforts between sales staff, finance managers, and DMV offices to provide clients with prompt service regarding their vehicle titles.
- Enhanced customer satisfaction by providing timely and accurate title information for vehicle transactions.
- Assisted customers with complex title issues, providing guidance and support throughout the resolution process.
Stay at Home Mom
Self
03.2002 - 01.2018
- Self-motivated, with a strong sense of personal responsibility.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Education
Associate of Applied Science - Business Management
Corning Community College
Corning, NY12-2017
Skills
- Income tax preparation
- Continuing education commitment
- Individual taxation
- IRS representation
- Business taxation
- Ethics and professional conduct
- Tax research proficiency
- Tax planning strategies
- Organization skills
- Local, state, and federal tax returns
- Client communication
- Financial statement review
Timeline
Resident Entreprenuer
Southern Tier Incubator Works
04.2024 - Current
Tax Accountant
Hugg Accounting Inc
09.2018 - Current
Title Clerk
Ferrario Auto Team
01.2018 - 09.2018
Stay at Home Mom
Self
03.2002 - 01.2018
Full Charge Bookkeeper
Self
01.2000 - Current
Associate of Applied Science - Business Management
Corning Community College
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