Detail-oriented and reliable tax preparer with three years of experience in preparing and reviewing federal and state tax returns for corporations, partnerships, and high-net-worth individuals. Skilled in preparing year-end closeouts, reconciling financial data, and ensuring compliance with the latest tax regulations. I am adept at working in fast-paced environments, handling complex returns, and communicating effectively with clients.
• Prepared over 400 tax returns annually, including individual (1040), corporate (1120/1120S), trusts (1041) and partnership (1065) returns.
• Handled complex filings for high-net-worth individuals, ensuring accuracy in reporting investment income, real estate, trusts, and passive activities.
• Performed year-end closeouts for multiple small to mid-size business clients, including journal entries, reconciliations, and trial balance review.
• Collaborated with CPAs and senior tax managers to develop tax strategies and ensure compliance with federal and state tax laws.
• Resolved IRS and state notices, reducing penalties and achieving favorable outcomes for clients.
• Assist other team members with accounting responsibilities, as necessary.
Corporate, Trust & Partnership Taxation (Forms 1120, 1120S, 1065, 1041)
High Net Worth Individual Taxation (Form 1040, Schedules K-1, A, B, C, D, E)
Year-End Closeouts & Financial Reconciliations
Tax Research & Compliance
IRS and State Correspondence
Accounting Software: CCH Axcess, CCH Engagement, CCH Document, SurePrep