Greater Minneapolis-St. Paul Area
Attained 99th percentile on the ETS® Major Field Test in Business. Dean’s List every semester I was eligible at Saint Paul College and Concordia University – Saint Paul. I enjoy computer-based work and excel at Excel. I have enough completed credits to sit for the CPA exam, and am confident in my ability to complete it. I am detail oriented, an out of the box thinker, and a problem solver. In class we had to write a Mission and Vision statement. My Vision statement was “To thrive where others fall, to succeed where others fail”. My Mission statement was “To gather information effectively, in order to education myself daily. To take said information and ponder on it as to turn it to knowledge, in order to out compete all others both friend and foe. And to use knowledge gather to pursue happiness most effectively. And through happiness lead a rich and fulfilling life worth living.”
• Accurately prepared Form 1040 returns with Schedules A–F, EIC, and SE utilizing UltraTax. • Produced small business and fiduciary returns, including Forms 1065, 1120, 1120-S, and 1041, within UltraTax.
• Prepared, analyzed, and reviewed individual Form 1040 returns—including Schedules A–E, EIC, and SE using UltraTax. • Developed and completed small business and fiduciary tax returns, including Forms 1065, 1120, 1120-S, and 1041, within UltraTax. • Communicated with clients via phone and email to clarify, collect, and verify tax documentation and related information. • Conducted final quality-control reviews to validate accuracy and compliance prior to electronic filing. • Diagnosed, resolved, and documented IT-related issues, including software errors, printing problems, and system-access challenges.
• Transported and assisted vulnerable adults using an oversized vehicle, making rapid, high-pressure decisions to ensure safety and compliance. • Operated a Mobile Data Terminal (MDT) and performed thorough daily pre-trip vehicle inspections in accordance with safety standards. • Reconciled, recorded, and verified cash and non-cash equivalents to maintain accurate financial documentation.
• Answered and resolved customer telephone inquiries regarding appointments, documentation requirements, and tax-related information. • Prepared and reviewed individual income tax returns with accuracy and adherence to IRS guidelines. • Collected, organized, and processed taxpayer documents to ensure complete and compliant filings. • Researched and interpreted complex tax issues to provide accurate guidance and support for return preparation.
• Organized and stocked inventory in customer-accessible locations with a high level of detail and accuracy. • Assisted and guided customers by addressing inquiries and locating requested products. • Operated and navigated an inventory management terminal to update, track, and maintain product information.