Tara VanderBrink, CPA
Port Jefferson Station
Summary
Client focused Certified Public Accountant with over 32 years of experience in Personal income tax preparation. Also advanced knowledge of general ledger and financial statement preparation. Detail-oriented Bookkeeper well versed in payroll, accounts payable and accounts receivable functions. Impressive accounting and communications skills leading to desirable outcomes.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Certified Public Accountant
Zimmerman & Co
04.1991 - Current
- Created detailed financial reports based on financial statuses and data.
- Collected and arranged financial information and entered details into Peachtree financial management system.
- Supervised accounting and booking training procedures for new staff members.
- Setup accounts, ledgers and reporting systems per GAAP standards and regulatory requirements.
- Approved Chart of Accounts and implemented payment authority practices and cash controls.
- Developed and trained client staff in managing accounting and bookkeeping systems.
- Compiled and reviewed data and delivered reports of financial statuses.
- Assessed operational efficiencies and made recommendations for improvement.
- Created accounts, wrote ledgers and set up reporting systems based on GAAP standards and regulations.
- Completed and filed returns with tax departments at local, state and federal levels.
Tax Expert
Jda Tsg
01.2023 - 04.2024
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered customer telephone calls regarding tax issues
- Delivered superior customer service to retain existing customers.
- Researched and answered tax questions with regard to Intuit DIY tax program - Turbo Tax
- Selected for the Full Service program and completed numerous individual returns
Tax Preparer
H & R Block Tax Services
01.2018 - 04.2024
- Completed and filed returns with tax departments at local, state and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Education
Master of Science - Accounting
Long Island University
Greenvale, NY05.1993
Bachelor of Science - Business Administration
Adelphi University
Garden City, NY05.1991
Skills
- Individual Tax Returns
- Payroll Computation
- Sage 50 Accounting
- Intuit QuickBooks
- MS Office
- Lacerte
Certification
- CPA - Certified Public Accountant
- CNP - Certified Notary Public
- Certified Bookkeeper - Intuit
Timeline
Tax Expert
Jda Tsg
01.2023 - 04.2024
Tax Preparer
H & R Block Tax Services
01.2018 - 04.2024
Certified Public Accountant
Zimmerman & Co
04.1991 - Current
Master of Science - Accounting
Long Island University
Bachelor of Science - Business Administration
Adelphi University
- CPA - Certified Public Accountant
- CNP - Certified Notary Public
- Certified Bookkeeper - Intuit
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