Drake Tax
Accountant and tax professional with ten years of extensive business and individual taxation experience with emphasis in Public Accounting, Tax Preparation and Financial Advisory firms. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.
• Managed the end-to-end process for over 150 corporate client tax returns, ensuring full regulatory compliance and timely submissions.
• Led a project to integrate Drake tax software.
• Provided expert tax advisory services, resolving complex federal and state notice issues and minimizing potential penalties for clients.
• Analyzed and interpreted tax regulations to assist clients with financial decision-making, enhancing their long-term tax positions.
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Tax Software Proficiency: Drake Tax, Intuit Pro Series, Lacerte, CCH, Tax Act, Ultra Tax, Turbo Tax
Drake Tax
Intuit Pro Series
Lacerte
CCH
Tax Act
MS Word
Excel
Adobe
Microsoft Office 365
Canopy
Jetpack workflow
CTEC (California Tax Education Council)
QuickBooks Online Certified Pro Advisor
IRS Annual Filling Program Certification
CTEC (California Tax Education Council)