Michelle Jordan
Houston,TX
Summary
Proactive Tax Preparer and Business Owner with 28 years of extensive experience in tax preparation, payroll administration, and full charge bookkeeping for numerous small business and industries. Known for maintaining high levels of confidentiality, providing accurate financial services, and fostering strong client relationships. Brings expertise in tax law compliance, taxpayer resolutions, Quickbooks financial reporting, and client tax advisement. Demonstrates strong problem resolution, professional communication, and team collaboration work skills. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance. Brings positive attitude and commitment to continuous learning and growth. Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments.
Overview
21
21
years of professional experience
Work History
Tax Preparer
My Tax Resource
01.2020 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed tax forms and financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- 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.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Assisted clients with IRS audit preparation, significantly reducing stress and complexity of process.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Facilitated communication between clients and tax authorities.
Payroll Administrator
ABS & SHN Inc.
01.2018 - Current
- Set-up New companies with ADP payroll processing software.
- Apply for EIN and TWC for first time payroll for small business.
- Processed payroll for weekly, bi-weekly, semi-monthly and monthly for varies companies with 1-50 employees.
- Submitted reports on payroll activities.
- Facilitated year-end reporting by preparing accurate W-2 forms for all employees within required deadlines.
- Prepared and Filed 941, 940, TWC wage and ERTC 941X.
- On-boarding employees and Maintained employee confidence and protected payroll operations by keeping information confidential.
- Reduced errors in payroll calculations with meticulous attention to detail and thorough data verification.
- Handled complex payroll situations such as back-pay calculations, garnishments, and overtime payments with accuracy and professionalism. Garnishments such as tax liens and child support.
Full Charge Bookkeeping
Tierling Properties LLC
10.2016 - Current
- Downloaded transactions and categorized expenses and income from businesses bank and credit card statements.
- Reconciled bank & credit card statements on a monthly basis, identifying discrepancies and resolving issues promptly.
- Processed vendor invoices efficiently, reconciling discrepancies and negotiating favorable payment terms when necessary.
- Prepared comprehensive loan amortization payment spreadsheets for principal income, interest income, escrow payment and late fee calculations.
- Process month-end journal entries to the general leader.
- Financial statements, including balance sheets, income statements, and cash flow reports for leadership review.
- Streamlined financial processes by implementing advanced bookkeeping software, improving efficiency and accuracy.
- Inspected account books and recorded transactions.
- Prepared pay-off quotes and release of lien notices.
Notary Public
MMG Financial Consulting
01.2010 - Current
- Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
- Maintained up-to-date knowledge of state laws and regulations, ensuring full compliance during every transaction.
- Administered oath to document signers to obtain affirmation of truth.
- Collaborated with attorneys and other professionals to provide comprehensive support during legal transactions.
- Drafted and executed notarial affidavits, Wills and Service Agreements in accordance with applicable laws.
- Looked for signs of fraud or coercion and refused notarization.
Business Owner
MMG Financial Consulting
01.2004 - Current
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
- Delivered exceptional results under tight deadlines by prioritizing tasks effectively and delegating responsibilities appropriately throughout the team.
- Trained and motivated employees to perform daily business functions.
- Enhanced company profitability by reducing overhead costs and negotiating favorable contracts with suppliers.
- Boosted revenue by identifying new business opportunities and diversifying product offerings.
Education
Associate of Applied Science - Accounting
Lone Star College
Houston, TX2001
Associate of Applied Science - General Business Management
U of H Downtown
Houston, TX1998
Associate of Applied Science - Accounting
Bradford School of Business
Houston, TX10.1993
Skills
- Federal & State Income Tax Preparation
- Franchise & Sales Tax Preparation
- Corporate & Partnership Tax Preparation
- Non-Profit & Trust Tax Preparation
- Tax Law Knowledge & Compliance
- Tax Dispute Resolution
- Tax Audit Procedures
- Tax Advisement
- Payroll Processing & Tax Filing
- Bookkeeping Expertise
- Excel Spreadsheets Proficient
- Financial Statements Reporting
- QuickBooks Software Proficient
- Electronic Filing Software
- New Business Development
- Confidential Records Management Practice
- Notarial Acts
- Mobile Notary Services
- Document Verification & Certification
- Loan Document Signing
- Signature Authentication
- Oath Administration
- Verbal/Written Communication
- Client Account Management & Communication
- Customer Retention Strategies
- Management Decision-Making
- Excellent Interpersonal Skills
- Critical Thinking & Problem Solving
- Self Motivation
- Professional and mature
Timeline
Tax Preparer
My Tax Resource
01.2020 - Current
Payroll Administrator
ABS & SHN Inc.
01.2018 - Current
Full Charge Bookkeeping
Tierling Properties LLC
10.2016 - Current
Notary Public
MMG Financial Consulting
01.2010 - Current
Business Owner
MMG Financial Consulting
01.2004 - Current
Associate of Applied Science - Accounting
Lone Star College
Associate of Applied Science - General Business Management
U of H Downtown
Associate of Applied Science - Accounting
Bradford School of Business
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