Customer Service Company

CONNIE DELP

*** **** ******** ****, # *** ( Houston, Texas 77047

713-***-**** ( **********@*****.***

tax preparer, Bookkeeper

Growth-oriented Professional excelling in bookkeeping and tax preparation

for a diverse individual and business client base as a independent or team

contributor well-versed in key accounting and tax software. Results-focused

on Administrator versed in bookkeeping, payroll processing, purchasing,

vendor relations, and audit assistance.

. Elevated past due account collections from $25K to $50K per month.

. Achieved $100K in federal tax cost savings after extensively researching

client bank & statements to identify an un-credited stock rollover.

Assembled necessary documents for client submission to the IRS.

. Invalidated an IRS claim of passive business activity for a client by

compiling his records for submission to the assigned auditor.

. Currently pursuing the Enrolled Agent (EA) designation as part of

continual professional development goals and commitment to providing high-

level knowledge and customer service to client base.

Bookkeeping ( Corporate/Individual Tax Preparation ( Collections ( A/P, A/R

( Invoice Management ( Purchasing

Payroll ( Problem Resolution ( Audits ( Inventory Management ( Vendor

Negotiations ( Client Relations

PROFESSIONAL EXPERIENCE

FCM Consulting, Houston Texas (2-2009 to 11-2010

Bookkeeper/Tax Preparer 713-***-****)

Prepared individual and corporate tax returns. Collected payments on unpaid

invoices. Researched and identified emerging issues with the IRS. Addressed

payroll tax problems.

. Documented client financial activities using Practice, QuickBooks, and

Microsoft Excel spreadsheets.

OSA Financial, Houston Texas ( 4-2007 to 12-2008

Bookkeeper/Tax Preparer (Company Closed)

Orchestrated bookkeeping and tax preparation functions for a broad base of

individual and business clients.

. Notarized documents in accordance with all applicable laws.

Chief Solutions, Houston, Texas ( 1-2002 to 3-2007

Bookkeeper 713-***-****)

Processed and certified payroll for transmission to the City's Minority,

Women, and Disadvantaged Business Enterprise (MWDBE) for a company

specializing in underground pipe inspections. Generated and sent customer

invoices. Handled company account payables. Authored a safety manual to

align company policies with insurance requirements. Managed worker's

compensation and coordinated quotes for insurance agents.

. Facilitated the company's most successful audit by quickly supplying the

auditor with requested information.

Rice Electronics, Houston Texas ( 4-2000 to 10-2001

Purchasing Agent 713-***-****)

Procured and managed inventory, leveraging sharp negotiation skills to

secure optimal prices for a company focusing on selling and leasing radars

for installation on ships. Shipped and processed incoming parts.

EDUCATION/PROFESSIONAL DEVELOPMENT

Candidate, Enrolled Agent, (Completion date?)

REGISTERED TAX PREPARER #A163092, CALIFORNIA TAX EDUCATION COUNCIL

CALIFORNIA REGISTERED TAX PREPARER (CRTP) ( NOTARY

TECHNICAL SKILLS: MICROSOFT OFFICE ( QUICKBOOKS ( TURBOTAX ( ADP EMPLOYER

SERVICES ( CCH PROSYSTEMS FX TAX ( CCH PRACTICE ( PTIN NUMBER (

CENTRALIZED AUTHORIZATION FILE (CAF)

AFFILIATION: California Tax Educational Council

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