Monica Velasquez
Yucaipa,CA
Summary
Detail-oriented accountant with 25 years of experience in effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of the finance team to manage various finance functions, tax management, and reporting.
High-performing Tax Preparer with 8 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
19
19
years of professional experience
5
5
years of post-secondary education
Work History
Administrative Assistant
Protek Transportation S Corp
33450 Colorado St
06.2021 - Current
- Answered multi-line phone system, routing calls, and delivering messages to staff.
- Executed record filing system to improve document organization and management.
- Managed filing system, entered data, and completed other clerical tasks.
- Bookkeeping, Online banking management.
- Preparation of tax reports such as IFTA, Income taxes state taxes, and others related to transportation.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance income and expenses.
Tax Preparer
HR Block
Yucaipa, CA
01.2019 - 04.2024
- Senior Tax Analyst serving more than 250 clients each season. Preparation of personal taxes, self-employed, and companies of different types of businesses.
- Online assistant for clients who file their taxes using the HR Block DIY program.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- 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.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Analyzed financial records to verify accuracy of tax returns.
- Researched complex tax issues utilizing online resources and professional tax software.
- Identified potential audit red flags to minimize risk of IRS audits.
- Utilized tax software to prepare returns and meet deadlines.
- Responded to inquiries from IRS and other tax authorities.
- Utilized tax software to prepare returns and meet deadlines
Accountant
Self-employeed
Bogota-Colombia
05.2005 - 12.2017
- Independent accountant working with more than 15 companies from different sectors of the industry.
- Handled day-to-day accounting processes to drive financial accuracy.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Used advanced software to prepare documents, reports, and presentations.
- Evaluated and improved financial records to make important business decisions.
- Prepared and filed tax forms to meet needs of customers.
- Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Tracked funds, prepared deposits and reconciled accounts.
- Maintained integrity of general ledger and chart of accounts.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Education
Associate of Arts - Accounting Technology And Bookkeeping
01.2022 - 05.2024
- 3.5 GPA
Associate of Arts - Business Administration
01.2022 - 05.2024
- 3.5 GPA
Certificate - Bookkeeping
12.2022
- 3.5 GPA
Bachelor of Arts - Accounting And Finance
10.1995
Skills
- Internal Communications
- New Business Development
- Business Writing
- Accounting Support
- Data Entry Documentation
- AR/AP
- Database Organization
- Administrative Support
- Full-Cycle Accounting
- Business Planning
- Recordkeeping
- Bookkeeping
- Microsoft Office
- Account Reconciliation
- Account Balancing
- Excel Spreadsheets
Languages
Spanish
Native or Bilingual
Certification
- Enrolled Agent
Timeline
San Bernardino Valley College - Associate of Arts, Accounting Technology And Bookkeeping
01.2022 - 05.2024
San Bernardino Valley College - Associate of Arts, Business Administration
01.2022 - 05.2024
Administrative Assistant - Protek Transportation S Corp
06.2021 - Current
Tax Preparer - HR Block
01.2019 - 04.2024
Accountant - Self-employeed
05.2005 - 12.2017
San Bernardino Valley College - Certificate, Bookkeeping
Fundacion Universidad Central De Colombia - Bachelor of Arts, Accounting And Finance