Sarah Hasty
East Peoria,IL
Summary
Dynamic tax professional with extensive experience, excelling in tax preparation and client relationship management. Proven track record of enhancing customer satisfaction through efficient processes and exceptional service. Skilled in QuickBooks and driven by a commitment to accuracy and strategic decision-making, ensuring optimal tax solutions for clients. Experienced with maintaining accurate financial records and managing ledgers efficiently. Utilizes in-depth knowledge of financial software to streamline accounting processes and ensure timely reconciliations. Track record of ensuring regulatory compliance and supporting financial decision-making through detailed reporting.
Overview
12
12
years of professional experience
Work History
Owner
Elm Tax Service
05.2020 - Current
- Managed day-to-day business operations.
- Developed and maintain strong relationships with over 400 clients, resulting in repeat business and referrals.
- Conducted thorough research on complex tax issues to provide accurate advice and solutions to clients.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Reviewed client financial documents thoroughly to ensure accuracy and completeness of data input into tax software programs.
- Managed a diverse portfolio of individual income tax clients, ensuring timely and accurate tax filings.
- Continuously refined personal knowledge base by participating in ongoing professional development opportunities such as webinars or conferences.
- Streamlined tax filing processes for clients, resulting in reduced turnaround times and increased efficiency.
- Assessed client tax situations to determine best filing options.
Bookkeeper/Office Manager
Magnusson Siding & Window Company
08.2023 - Current
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Established QuickBooks accounting system to reflect accurate financial records.
- Generated detailed financial reports for management review, facilitating informed decision making.
- Gathered cost and material data for accurate and up-to-date information on material and labor costs.
- Prepared material orders to complete projects on time and within budget.
Tax Preparer
Elm Tax Service
01.2014 - 05.2020
- Completed and filed returns with tax departments at local, state, and federal levels.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Education
Accounting And Business Administration
Eureka College
Eureka, IL12-2007
Associate of Science - Accounting
Illinois Central College
East Peoria, IL05-2005
Skills
- Accounting and bookkeeping
- Quickbooks
- Invoice processing
- Bank statement reconciliation
- Accounts payable
- Payroll processing
- Spreadsheet tracking
- Cash flow management
- Tax preparation
- Customer service
- Attention to detail
- Driven and determined
- Business development
- Issue resolution
- Strategic Decision-making
Timeline
Bookkeeper/Office Manager
Magnusson Siding & Window Company
08.2023 - Current
Owner
Elm Tax Service
05.2020 - Current
Tax Preparer
Elm Tax Service
01.2014 - 05.2020
Accounting And Business Administration
Eureka College
Associate of Science - Accounting
Illinois Central College
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