Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Fortino

Brick ,NJ

Summary

Experienced accounting professional with over 7 years of expertise in personal and corporate tax preparations, extensions, and tax planning. Highly organized and detail-oriented, capable of working independently or as part of a team. Committed to delivering precise results and meeting deadlines for maximum client satisfaction.

Overview

8
8
years of professional experience

Work History

Accountant

Matthews & Nulty, Inc.
10.2023 - Current
  • Prepared tax returns for clients including individuals, partnerships, S corporations and exempt organizations using UltraTax CS
  • Reviewed completed tax returns with clients by phone or in person
  • Provided customer support by meeting with clients to compile and discuss tax information to ensure maximized deductions
  • Updated and maintained records involving financial statements, general ledger, bank reconciliations, journal entries, accruals and adjustments

Accountant

Graziano & Company CPAs
10.2016 - 10.2023
  • Prepared individual and corporate tax returns
  • Responded to government tax notices
  • Gathered financial information, prepared documents, and closed books
  • Participated in client meetings with business and individual tax clients
  • Worked directly with CPAs to analyze balance sheet accounts and post yearly journal entries
  • Prepared payroll using Quickbooks and ADP, processed federal tax deposits and submitted quarterly federal and state payroll tax filings
  • Prepared 1099s on behalf of clients

Education

Bachelor of Science - Accounting

Fairleigh Dickinson University
Teaneck

Skills

  • ProSeries
  • UltraTax CS
  • Accounting CS
  • QuickBooks
  • Excel
  • MS Office Suite

Timeline

Accountant

Matthews & Nulty, Inc.
10.2023 - Current

Accountant

Graziano & Company CPAs
10.2016 - 10.2023

Bachelor of Science - Accounting

Fairleigh Dickinson University

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Lisa Fortino