Summary
Overview
Work History
Skills
Certification
Languages
Timeline
Generic

Mohsen Khodaverdi

Irvine,CA

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Experienced Tax services driven to improve business operations and maximize team performance. Focused on continuous team development and bottom-line profitability.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Enrolled Agent

Balboa Tax & Accounting Services
Newport Beach, CA
11.2020 - 12.2023
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Developed long-term tax planning strategies for clients.
  • Helped clients integrate new tax software with accounting software.
  • Assisted taxpayers with resolving IRS disputes or audits.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Educated clients on their rights and responsibilities under applicable laws.
  • Maintained up-to-date knowledge of changing tax laws and regulations.
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
  • Prepared tax forms in accordance with federal, state and local regulations.

Bookkeeper

Self Employed Web
Newport Beach, CA
08.2015 - 12.2021
  • Maintained and reconciled general ledger accounts.
  • Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
  • Processed accounts payable and receivable transactions.
  • Assisted with the preparation of budgets and forecasts.
  • Conducted monthly bank reconciliations.
  • Performed month-end closing activities.
  • Resolved billing discrepancies with vendors or customers promptly.
  • Posted journal entries to the general ledger system accurately and timely.
  • Provided assistance in preparing tax returns annually.
  • Verified accuracy of vendor invoices against purchase orders prior to payment processing.
  • Entered deposits, credit card charges and sales entries to facilitate cash management.
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.

Skills

  • Tax Return Preparation
  • Bookkeeping Knowledge
  • Tax Planning Strategies
  • Individual Returns Preparation
  • Corporate Tax Preparation
  • Data Gathering
  • Records Management
  • Bookkeeping
  • Tax Advising
  • Relationship Building
  • Client Communication
  • QuickBooks Proficiency
  • Tax Planning
  • Tax Consulting
  • Estate Planning
  • Relationship Building and Management
  • Sales and Marketing
  • Business Development
  • Sales Follow-Up
  • Lead Generation

Certification

  • Enrolled Agent
  • Certified Tax Coach
  • Life Insurance License

Languages

English
Professional
Persian
Professional

Timeline

Enrolled Agent

Balboa Tax & Accounting Services
11.2020 - 12.2023

Bookkeeper

Self Employed Web
08.2015 - 12.2021

Similar Profiles

CREATE PROFILE
Mohsen Khodaverdi