Megan Lusardi
Stony Brook,NY
Summary
Dedicated Tax Preparer and Full Charge Bookkeeper who leverages GAAP expertise, initiative and resourcefulness to deliver excellence in meeting business objectives. Innovative accounting professional proficient in extracting financial data from various reporting systems and suggesting key operational changes. Unique perspective on financial processes as a tax preparer/bookkeeper hybrid.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Tax Preparer
Granovsky CPA
Feasterville-Trevose, PA
01.2024 - Current
- Preparing individual and business tax returns , ensuring compliance with federal and state regulations using Lacerte tax software.
- Providing guidance on tax-saving strategies, advising clients on potential deductions and credits.
- Streamlined tax filing processes, reducing turnaround time through improved workflow management.
- Maintain high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Providing exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Managed multiple deadlines efficiently, ensuring all clients' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
Bookkeeper & Tax Preparer
DDL CPA
Smithtown, NY
01.2015 - Current
- Tax Return Preparation- Filing personal and corporate tax returns using Lacerte software. Preparing and filing sales tax returns, payroll returns, and finalizing details for the firm's clients.
- Preparing reports and documents for annual Worker's Comp audits.
- Completed payroll for employees and maintained detailed records of procedures.
- Managed client accounts and ensured accurate financial records through meticulous data entry using QuickBooks and Sage software.
- Prepared monthly customized financial statements, enhancing transparency and aiding strategic decision-making.
- Reconciled bank statements with precision, improving overall accuracy in financial reporting.
- Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
- Reconstructed accounting records from client's checks and cash receipts.
Full Charge Bookkeeping
Self-Employed
CA, NY
09.2007 - Current
- Bookkeeping services for clients in a wide variety of industries.
- Setting up and routine maintenance of company files, rebuilding or repairing company files, payroll, A/R & A/P, job cost reporting, preparing financial information for clients' CPAs, preparing financial information for banks for loan modification purposes, financial reporting to clients, sales tax prep, other regular periodic tax prep.
- Payroll- Payroll set-up & management, 1099 preparation, payroll processing, payroll tax filing, direct deposit set-up, recording of payroll transactions into company financial file.
- Tutoring- Tutoring small business owners in QuickBooks
- Company File Set-up; Chart of Accounts - Creation of QuickBooks company file, invoice templates, chart of accounts, customer & vendor files to meet client's needs.
- Accounts Receivable - Invoice billing and collections calls and follow-up.
- Maintaining an outstanding invoice aging.
- Recording Sales.
- Issuing credit memos.
- Job Costing- Tracking and assigning specific transactions to the cost of a specific job.
- Bank Reconciliation - Validating all bank transaction on monthly statements, confirming month end cash book balances.
- Posting reconciling adjustments and journal entries.
- Financial Reporting - Preparing income statements, balance sheets & customized reports for monthly, quarterly and year-end reporting.
- Report Directly to Business Owners- Assisting the owner in financial decision making, hiring.
- Cutting expenses, advising owner on maximizing profitability and lowering cost of goods sold.
Tax Preparer
SSW Accountants
Calabash, NC
01.2024 - 04.2024
- Tax Return Reviewer- Overseeing preparations of corporate & personal returns for a newly acquired North Carolina CPA firm; Ensuring accuracy of data; Generating returns with ProSeries Tax Software
- Reviewed financial documents for accuracy, identifying discrepancies to enhance reporting integrity.
- Ensured individual and business tax returns compliance with federal and state regulations.
- Analyzed financial records to verify accuracy of tax returns.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Bookkeeper & Tax Preparer
Taxes For Traders
Levittown, NY
08.2014 - 09.2018
- Prepared tax returns for businesses and individuals specializing in day trading and real estate clients using Lacerte tax software
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
- Managed client accounts and ensured accurate financial records through meticulous data entry.
- Prepared monthly financial statements, enhancing transparency and aiding strategic decision-making.
- Implemented process improvements that streamlined bookkeeping operations and reduced discrepancies.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Improved financial accuracy by meticulously recording all transactions in accounting software.
Education
Accounting I & II, Basic And Intermediate Accounting Foundations of Generally Accepted Accounting Principles
Suffolk Community College
Long Island, NYSkills
- Individual, Partnership & Corporate Tax Preparation
- Lacerte and ProSeries tax software proficiency
- Local, state, and federal tax returns
- Tax compliance
- End-to-end bookkeeping management
- Certified in multiple Intuit applications
- Sage proficiency
- Payroll administration across multiple platforms
- Multi-State sales & payroll tax preparation
- Accounts payable & receivable management
- Skilled in Microsoft Office applications
- Strong organizational abilities
- Document preparation
- Tailored financial reports
- Effective client communication
- Financial account reconciliation
Certification
QuickBooks ProAdvisor since 2007; Certified in Pro, Premiere, Enterprise, Point of Sale & QuickBooks Online
Timeline
Tax Preparer
Granovsky CPA
01.2024 - Current
Tax Preparer
SSW Accountants
01.2024 - 04.2024
Bookkeeper & Tax Preparer
DDL CPA
01.2015 - Current
Bookkeeper & Tax Preparer
Taxes For Traders
08.2014 - 09.2018
Full Charge Bookkeeping
Self-Employed
09.2007 - Current
Accounting I & II, Basic And Intermediate Accounting Foundations of Generally Accepted Accounting Principles
Suffolk Community College