Plano, Texas, United States
- CPA - Prepared Federal and State income tax returns for high net-worth individuals, Prepared extensions, quarterly estimated payments and provide due diligence on clients’ payment processing. - Possess strong knowledge of accounting concepts, such as financial statement preparation, reporting of financial statements(balance sheets, income statement), and revenue recognition. Proficient in Microsoft Excel(v-lookups, VBA, macros), PowerPoint, Word and Quickbooks. - Also knowledgeable in various accounting principles and frameworks, such as IFRS and USGAAP. - If you'd like to contact me, please feel free to email me at: [email protected]
- Provided tax compliance including extensions, tax returns and quarterly estimated tax payments. - Review and prepared Federal and State income tax returns for high net-worth individuals. - Collaborated and communicated with team members frequently to ensure timely fillings. - Analyzed and incorporated Schedule K-1 info from Partnerships, S Corporates, and Trusts to schedule E. - Calculated multi-state income allocation, state partnership withholding, and composite tax legislation. - Conducted research on new tax laws for Form 1040 to update the information request list and answered client inquiries.
Completed individual tax returns for high-net-worth clients and corporation and partnership tax returns, across a variety of industries, including Professional Services, Real Estate, Retail. etc. Responsible for a broad range of other accounting activities such as payroll, sales tax, AP/AR Manage clients’ monthly operational information and generate financial statements on Quickbooks
-Prepared monthly, quarterly, and annual financial statements -Completed bank account reconciliations and 100+ General Ledger Entries - Assisted in preparation of payroll tax and sales tax returns - Completed 30+ individual tax returns and 10+ business tax returns - Researched tax and accounting laws and rules as needed