Pat Bill

• Review tax returns for completeness, accuracy, and compliance before final submission.
• Prepare corporate tax returns using current financial records and supporting schedules.
• File estimated tax payments and track due dates for recurring client obligations.
• Resolve tax notices by researching account history and preparing clear response documentation.
• Maintain bookkeeping records to support accurate reporting and month-end close activities.
• Reconcile general ledger accounts and investigate variances before final reporting.
• Prepare journal entries for recurring activity, accruals, and routine account adjustments.
• Support quarterly tax reporting by organizing supporting schedules and reconciliation details.
• Set up accounting software files and organize client records for efficient tax preparation.
• Perform cash reconciliation to verify recorded balances against bank and source documents.
• Process accounts payable records and match invoices to approved supporting documentation.
• Track accounts receivable balances and update payment records as transactions are received.
• Prepare sales tax reports by reviewing source data and supporting filing requirements.
• Review fixed asset records and update depreciation-related accounting entries as needed.

• File 25 payroll and sales tax reports quarterly with federal and state agencies.
• Prepare 300 individual and corporate tax returns annually for small-business and farm clients.
• Maintain bookkeeping for small businesses and farms, keeping day-to-day records organized and current.
• Reconcile cash activity and general ledger balances to support accurate month-end records.
• Prepare journal entries and balance sheet reconciliations to keep financial records clean and audit-ready.
• Support payroll tax compliance and recurring filings across federal, state, and local requirements.
• Review estimated tax payments and related filings to help clients stay current with obligations.

• Directed 10 chemists and technicians across quality and microbiology operations in cosmetic manufacturing.
• Oversaw laboratory testing activities to support product quality checks and microbiological review.
• Maintained laboratory SOPs and reinforced compliance with quality procedures across daily operations.
• Coordinated documentation and issue tracking to support consistent oversight in manufacturing quality.

-Directed entire operation for wastewater treatment company.

-Inventory analysis

-Trade show preparation and planning

-Laboratory analysis on potential customer samples

-Catalog Design

• Coordinated 2 cosmetic photoshoots monthly with catalog retail and product presentation needs.
• Supervised 50 quality-control workflows weekly across the QC department and compounding division.
• Directed quality-control operations for the QC department and compounding division.
• Maintained laboratory SOPs to support consistent cosmetic testing and production standards.
• Partnered with catalog teams to prepare cosmetic product imagery for retail presentation.

• Coordinated monthly 25 lab procedure updates between the Mexico plant and Escondido teams.
• Conducted weekly training for 4 chemists at the Mexico plant to reinforce lab procedures.
• Trained chemists at the Mexico plant on local methods and operating expectations.
• Served as a liaison between Tijuana and Escondido teams to support clear technical communication.
• Reinforced laboratory SOPs to promote consistent work practices across sites.

Courses - Enrolled Agent Tax Law IRS