Angela Thompson, EA, CTRS

*** **** ****, ************, *******

757-***-**** : ac6pz4@r.postjobfree.com

Summary

My education and experience is very diverse. I have worked in all areas of accounting. This has allowed me to work in and become knowledgeable in many other areas, such as management, human resources, helping to establish and build small businesses, and operate various software programs. I amafastandenthusiasticlearner. I enjoy working with people and problemsolving.I seek a long termpositionwithagrowingorganizationthatcanutilizemycurrentknowledgeandskillsaswellasopennewdoors.I am willing to relocate.

Highlights

Tax problemresolution

Individual & Corporate tax return preparation

Account reconciliation & financial reporting

General Ledger accounting, job costing

Accounts Payable/Receivables

Payroll, preparation & tax

Budget forecasting

Intuit QuickBooks expert

Advanced computer proficiency, MS Office

Effective time management

Strong organizational skills

TeamPlayer

Experience

Enrolled Agent / Certified Tax Problem Resolution Specialist / Department Manager January 2016 to Current

Rue & Associates, Inc. – Mechanicsville, VA

Preparation of Offer in Compromises, Installment Agreements, Innocent Spouse Relief, Penalty Abatement requests

Audit representation

Represent clients at IRS appellate level for all type cases pending before the IRS such as post audit cases, innocent spouse relief, employment taxes, etc.

Represent clients before the IRS for federal tax liens, bank levies and wage garnishments

Evaluate tax resolution requirements during discovery meetings with potential clients

Supervision of tax problemresolutionstaffincludingdailyoperations,hiring, training, monitoring administrative practices and security procedures

Federal and state income tax return preparation for individuals and businesses

Correspondence with clients, IRS and state taxing authorities

Monthly, quarterly and annual financial statement preparation for clients

Bank reconciliations and account analysis

Reconcile general ledger accounts

Proficient use of Lacerte tax software, Canopy tax resolution software, Tax Help Software, QuickBooks and many others Accountant

January 2015 to January 2016

NEIEMedicalWasteServices, LLC – Quinton, VA

Preparation of billing rates, invoicing, and job costing reports. Electronic invoice submission to Tungston Portal Network

(OB10) and WAWF web portal.

Process electronic funds transfers and cash receipts.

Code and enter vendor invoices. Process vendor payments.

General journal entries and general ledger maintenance.

Annual financial statements and bank/credit card reconciliations.

Vendor 1099’s according to IRS regulations.

Customer and vendor account set up and maintenance.

Responsible for fixed asset management including purchases, disposal and depreciation/amortization calculations.

Daily use of Route Optix billing software and ERP software program.

ProgramconversionfromERPsoftwaretoRouteOptixprogram.

Provide administrative support for general office duties. Angela Thompson, EA, CTRS

114 Ruth Lane, Williamsburg, VA23188

757-***-**** : ac6pz4@r.postjobfree.com

Director of Accounting / Residential Rental Accounting June 2014 to January 2015

Berkeley Realty Property Management, Inc. – Williamsburg, VA

Supervision of accounting staff including daily operations, supplies, time off, hiring, training, monitoring bookkeeping practices and security procedures.

Prepare financial reports for Broker for company and escrow accounts.

Responsible for monthly escrow bank reconciliation in accordance with DPOR regulations.

Publish end of year summary report and vendor 1099’s according to IRS regulations

Client, tenant and vendor account set up and maintenance.

Process rental receipts and lockbox import files.

Monitor online receivable and publishing accounts.

Enter and pay manager approved vendor invoices. Distribute invoices according to client agreements and company procedures.

Prepare Escrow ACHandsubmittoBrokerforprocessing.

Process tenant security deposit disbursements.

ProgramconversionfromPROMASLandlordsoftwaretoAppfolio

Bookkeeping for two maintenance companies including receivables, payables, job costing and

Payroll processing for the maintenance company including payroll tax returns and payroll tax deposits

Provide administrative support for general office duties Community Association Accounts Payable / Financial Reporting May 2013 to June 2014

Berkeley Realty Property Management, Inc. – Williamsburg, VA

Bank Reconciliations

Prepare financial reports for Board of Directors and Property Managers for 57 community associations

Budget preparation

Enter and code manager approved vendor invoices. Process vendor payments.

Maintain recurring vendor payments including charges not included in management fee i.e. postage, copies and administrative services

Oversee HOA software and banking updates

Successful programconversionfromPROMASPropertyManagementsoftwaretoTOPSsoftware

Publish end of year summary report and vendor 1099’s according to IRS regulations

Payroll processing for the maintenance company including payroll tax returns and payroll tax deposits Accountant / Tax Preparer

October 2011 – April 2013

J & J Financial Management, Inc. – Williamsburg, VA

Federal and state income tax return preparation for individuals, businesses and non-profit organizations

Correspondence with clients, IRS and state taxing authorities

Monthly, quarterly and annual financial statement preparation for clients

Bank reconciliations and account analysis

Reconcile general ledger accounts

Accounts receivable and payable

Payroll preparation including payroll tax returns and payroll tax deposits for clients

Evaluate accounting requirements during discovery meetings with potential clients

Prepare monthly and annual expense forecasts

Provide bookkeeping services including accounts payable, accounts receivable, general ledger, job-costing, payroll, reconciliation and financial reporting for large client base

Proficient use of ATX and Drake tax software, QuickBooks Angela Thompson, EA, CTRS

114 Ruth Lane, Williamsburg, VA23188

757-***-**** : angelathompson9033.com

Accountant / Tax Preparer / Owner

April 2004 to September 2011

Angela’s Accounting Services, Inc. – Williamsburg, VA

Federal and state income tax return preparation for individuals, businesses and non-profit organizations

Correspondence with clients, IRS and state taxing authorities

Monthly, quarterly and annual financial statement preparation for clients

Bank reconciliations and account analysis

Reconcile general ledger accounts

Accounts receivable and payable

Payroll preparation including payroll tax returns and payroll tax deposits for clients

Evaluate accounting requirements during discovery meetings with potential clients

Prepare monthly and annual expense forecasts

Provide bookkeeping services including accounts payable, accounts receivable, general ledger, job-costing, payroll, reconciliation and financial reporting for large client base

Conducted new employee orientation to foster positive attitude toward organizational objectives

Directed personnel, training and labor relations activities

Identified staff vacancies and recruited, interviewed and selected applicants

Identified, developed and evaluated marketing strategies based on knowledge of company objectives and market trends

Provide administrative support for incoming calls, greeting guests, correspondence, filing and other tasks as needed

Proficient use of Lacerte and Drake tax software, QuickBooks, PeachTree Education

Liberty University – Online

January 2014 to 2016

Bachelors of Science

College of Arts & Sciences

Major: Religion: Christian Counseling

Community Associations Institute – Falls Church, VA M100: The Essentials of Community Association Management Certification: CMCA–CertifiedManagerofCommunity

Associations: 2014

University of Phoenix – Online

2004 to 2006

Bachelors of Science

School of Business

Major: Accounting

International Correspondence Schools – Scranton, PA 1995

Diploma

Accounting/Bookkeeping

Additional Information

American Society of Tax ProblemSolvers(ASTPS), Member National Association of Enrolled Agents (NAEA), Member Virginia Society of Enrolled Agents (VASEA), Member, Richmond Chapter Enrolled Agent License: Renewal 03/30/2019

Certified Tax Resolution Specialist (CTRS): Renewal 11/04/2018 Notary Public: Renewal 01/31/2022

References

Available upon request

Contact this candidate