Peggy Cook
Harford Tax Service, Inc
WESTMINSTER
15
years of professional experience
Detail-oriented Tax Accountant skilled in tax return preparation and tax software proficiency. Known for effectively managing multiple tax projects while ensuring compliance with regulations and delivering exceptional client service.
Work History
Tax Accountant
4 Years 3 Months- Prepared and filed federal and state tax returns ensuring compliance with regulations.
- Advised clients on tax strategies to minimize liabilities and optimize refunds.
- Utilized tax software systems to streamline filing processes and enhance efficiency.
- Reviewed client accounts for potential tax-saving opportunities, improving overall service delivery.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors.
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
- Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
- Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
Accountant Consultant
11 Years 7 Months- Managed accounts payable and receivable, ensuring prompt payments and accurate recording of transactions.
- Facilitated the successful completion of annual external audits, resulting in clean audit opinions.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Gathered financial information, prepared documents, and closed books.
- Prepared and filed tax forms to meet needs of customers.
- Provided journal entries and performed accounting on accrual basis.
- Tracked and maintained Federal and State grants to fund the non-profit programs accurately.
Staff Accountant
8 Years 10 Months- Prepared accurate financial statements and reports to ensure compliance with accounting standards.
- Led month-end close processes, ensuring timely reporting and adherence to deadlines across departments.
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Helped with preparation of year-end and statutory accounts to compare past reports and evaluate financial health of company.
- Increased accuracy of financial statements through diligent attention to detail and thorough review processes.
- Collected and arranged financial information and entered details into QuickBooks financial management system.
- Maintained fixed asset records and depreciation schedules to establish accurate calculations.
- Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
- Supported management decision-making by providing detailed financial analysis and recommendations backed by data-driven insights.
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
- Reduced month-end closing time by optimizing reconciliation procedures and improving communication among team members.
- Assisted in budget preparation, providing accurate forecasts for revenue and expenses based on historical trends.
- Streamlined payroll process, ensuring timely and accurate salary disbursements to employees.
Education
Bachelor of Science
Bachelor of Science
Skills
Tax advisory services
Federal and state tax returns
State and local taxation
Verbal and written communication
Account reconciliation mastery
Tax return preparation
Tax software proficiency
Payroll management
Bookkeeping expertise
General ledger reconciliations
Proficient in QuickBooks Desktop & Online
Timeline
Tax Accountant
Harford Tax Service, Inc
02.2022 - 05.2026Read More
Staff Accountant
Troy K Vigil CPA PC
02.2013 - 12.2021Read More
Accountant Consultant
The Senior Hub, Inc
01.2011 - 08.2022Read More
Bachelor of Science
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University of California, Los Angeles
Bachelor of Science
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