
experience in individual and business tax preparation, monthly accounting close, payroll compliance, and reviewing staff preparers’ returns. Known for being reliable, detail-oriented, and easy to work with. Skilled in preparing amended returns (1040-X) and responding to IRS/state notices. Open and eager to learn Audit work to broaden accounting expertise and support CPA exam preparation.
Planning to pursue the CPA Exam.
Lacerte Tax, QuickBooks, Microsoft Excel, GAAP,
Bookkeeping, Payroll & Sales Tax Filings, Tax Research, Reconciliations, Pivot Tables, ADP, Gusto, Casa