
20 + year experienced accountant with current EA, BS in Administration - Accounting emphasis and Juris Doctor
Work for a small tax preparation firm that has many levels of preparation: The Interview, the Preparer, the Checker and the Final Review. My job is that of the Preparer. I review the information given the Interviewer for completeness, enter the information given using Tax Software and enter the information given completeness. I prepare a list of questions to be asked of the client in order to complete a complete and accurate return. Clients range from individuals to small businesses. Returns range
from individual, partnership, S & C Corporations, and trusts.
Provide bookkeeping services using Quikbooks pro
Worked for a Sole Proprietor CPA. Provided accounting and bookkeeping services for small to mid size businesses. Prepared income tax returns for individuals, partnerships and corporations. Primary focus was on returns for partnerships and Corporations. Prepared Prepared Payroll and Sales Tax Returns. Prepared Personal Property Tax Statements.
Audit Preparation and Representation , Frequent Correspondence with Internal Revenue Service, Franchise Tax Board and California Secretary of State
Extensive Tax Research
Provided bookkeeping and accounting services for small established business and for start ups.
Frequent client contact that included in person interviews, telephone calls and
emails.
Member, National Society of Enrolled Agents
Member, California Society of Enrolled Agents