Accurately filed federal and state income taxes for clients following strict deadlines.
Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
Reconciled bank statements and financial documents to ensure accurate tax reporting.
Performed basic bookkeeping tasks such as invoice processing and banking activities.
Assisted with basic bookkeeping, filing and maintaining clients' records.
Staff Accountant
ATP Tax LLC
Astoria
05.2024 - 09.2024
Manage client portfolios, delivering comprehensive tax planning and preparation services for individuals and businesses.
Handle a range of accounting tasks, including financial statement preparation, bookkeeping, and data analysis.
Conducted thorough tax research to identify optimization opportunities, collaborating with clients and colleagues to provide strategic financial guidance.
Implement efficient accounting procedures, leveraging Drake Software to enhance tax preparation and reporting processes.
Tax Preparer
VITA Tax IRS
Queens
01.2023 - 04.2024
Assisted individuals and families with low to moderate incomes in preparing and filing their tax returns as part of the VITA program.
Provided personalized guidance to taxpayers, answering questions and helping them understand their tax obligations.
Used TaxWise software to navigate tax forms and ensure accurate submissions.
Developed strong communication skills by explaining complex tax concepts in a clear and approachable manner.
Education
Bachelor of Arts - Accounting- BBA
Queens College
Flushing, NY
05-2026
Skills
Proficient in utilizing Tax Slayer, Tax Wise, UltraTax, and Drake Software