Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Tax Return Preparer
Arora, CPA PC
01.2020 - Current
Prepared and filed individual, corporate and partnership tax returns using Pro Series & Drake Tax software
Exercised due diligence during tax interviews
Identified potential deductions and ensured clients qualified
Ensured the proper credits, deductions, and tax liabilities were applied to tax returns, according to Federal and state Tax Code
Prepared 1099 MISC form
Utilized QuickBooks to record expenses and payroll for business clients
Recorded tax information by entering information into database
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Resolved customer concerns and complaints.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Maintained compliance by adhering to current tax laws and regulations.
Accountant/ Bookkeeper
Charan Electrical Enterprises, Inc
06.2013 - Current
Verifies, allocates, and posts details of business transactions to subsidiary accounts in computer files from documents such as sales slips, purchase orders, invoices, receipts, stubs and computer printouts, utilizing QuickBooks Software
Reconciles and balances accounts and bank statements, verifies incoming vendor statements against company’s files, virtual and physical
Prepares vendors bills for payments ensuring all purchases have been billed and calculating percentages paid.
Run weekly payroll on QuickBooks Pro and paid weekly payroll tax (EFTPS and State) and post the company’s journal entries to ledger accounts
Manage and responsible for NYCSCA LCM System, DASNY New York State Contracting System
Compile periodic reports to show statistics such as cash receipts and expenditures, periodic revenue recognition under percentage of completion method, detailed job costing for projects, calculate construction in progress and progress in billings, manages and monitors accounts payable and receivable, profit and loss, and other items pertinent to operation of business
Performs either upon final payment package or upon request, job-closing procedure
Maintain and update required insurance policy (Worker Comp., GL, DSL, Auto, Bid bond as well as performance material bond) of prime contractors as well as sub-contractors and assist on audit of worker comp and GL
Maintain off-balance sheet items with the help of sister company and inter-company accounting transactions
Co-ordinate with the external independent auditor to prepare Audited Financial Statement and corporate tax return of 5 companies.
Completed payroll for employees and maintained detailed records of procedures.
Reconciled and corrected issues with financial records.
Education
Candidate for the Uniform CPA Exam, Completed all 150 credit hours of the education requirement -
Queens College, City University of New York
Master of Science in Accounting Information System (GPA 3.73) -
Queens College, City University of New York
Bachelor of Arts; Major-Accounting (GPA 3.55) Min. – Economics -
Queens College, City University of New York
Skills
Tax-Related Research
Tax Law
Local, State, and Federal Tax Returns
Regulatory Compliance
Tax Code Knowledge
Records Management
QuickBooks Proficiency
Tax Law Compliance
Payroll Familiarity
Fluent in Punjabi,Hindi and Nepali
Certification
Enrolled Agent: Enrolled to practice before the internal revenue service.
CAA forensic training course.
Timeline
Tax Return Preparer
Arora, CPA PC
01.2020 - Current
Accountant/ Bookkeeper
Charan Electrical Enterprises, Inc
06.2013 - Current
Candidate for the Uniform CPA Exam, Completed all 150 credit hours of the education requirement -
Queens College, City University of New York
Master of Science in Accounting Information System (GPA 3.73) -
Queens College, City University of New York
Bachelor of Arts; Major-Accounting (GPA 3.55) Min. – Economics -