Xochitl Morales
Kansas City,MO
Summary
Esta parte la hare en espanol. Soy profesional de contabilidad aunque enotro pais, he estudiado los procesos y leyes de este pais, ya tuve mi primer temporada de taxes con buenos resultados, experiencia en bookkeeping, tramite de licencias para negocios y servicios variados, tengo mucha experiencia en servicio al cliente y en ventas aunque no soy profesional en esa area (pero me gusta la venta).
Overview
1
1
Certification
Work History
Tax Processor, Bookkeepper, Multiservices
Monarca Firm
Independence, MO
Enero - Julio
- Processed federal, state, and local taxes for individuals and businesses.
- Assisted customers with questions regarding their accounts or services provided by the company.
- Created spreadsheets detailing information about various types of taxes paid by clients.
- Maintained records of all transactions related to taxes.
- Researched existing laws and regulations to ensure compliance with filing requirements.
- Developed strategies to minimize overall tax liability for clients according to current laws and regulations.
- Advised clients on ways to reduce their taxable income through legal methods such as deductions or exemptions.
- Generated monthly invoices for services rendered by the firm related to taxes processed or filed.
- Submitted electronic filings when required by law or requested by the client.
- Compiled documents needed for filing taxes such as W-2 forms, 1099s.
- Provided guidance on how best to maximize refunds based on individual circumstances.
- Performed detailed reviews of clients' income, deductions, credits. for proper reporting purposes.
- Collected taxes, monitored payment plans and imposed deadlines on delinquent taxpayers.
- Research information for business license processing
- Company registration with the State and IRS.
- ITIN processing.
- Express Bookkeepping for Tax Customers
Education
Bachelor of Arts - Acccountant
Universidad Del Centro De Mexico
Leon, Gto Mexico01-2010
none - Tax Processor
TSG Pro Advisor
FloridaSkills
- Organizational abilities
- Bookkeeping experience
- Analytical Skills
- Problem-Solving
- Deadline Adherence
Certification
- Me encuentro tomando un curso de Tax processor.
- Manejo Quick books con poca experiencia
Languages
Spanish
Native/ Bilingual
English
Professional
Timeline
Tax Processor, Bookkeepper, Multiservices
Monarca Firm
Enero - Julio
Bachelor of Arts - Acccountant
Universidad Del Centro De Mexico
none - Tax Processor
TSG Pro Advisor
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