Quickbooks Online Tax Returns

Alexandra Stefanatos

****.****@*****.*** 347-***-**** Bayside, NY

Work Experience

Rock & Hammer Tax Accounting New York, NY Bookkeeper & Receptionist August 2019-2022

Entered monthly bank transactions into QuickBooks Online for clients.

Performed a reconciliated on all accounts within QuickBooks online to ensure accuracy.

Prepared and processed monthly, quarterly, and annual tax reports for review.

Collected tax returns, received E-File Authorization forms from clients and transmitted returns/extensions electronically.

Scheduled appointments between clients and management.

Reviewed and responded to emails and office phone calls. Maintained messages for review.

Sent monthly invoices for services rendered to clients.

Replenished office supplies, maintained office equipment and distributed incoming mail to management.

Used Microsoft Windows, Microsoft Office, Excel and Intuit QuickBooks

Steve E. Bachmann & Company Mineola, NY

Bookkeeper & Receptionist May 2022 -

Maintained and updated accounting records by performing duties such as recording, posting transactions in the general ledger for accounts payable, receivable and payroll.

Maintained and reconciled accounts within QuickBooks online.

Collated tax returns and recorded when they were filed/received from clients.

Assisted in the filing of federal & state income tax returns.

Managed client records & information; categorized and scanned documents into data base. Retrieved documents upon the request of management

Processed payroll for clients using the online CFS web application.

Prepared and processed monthly, quarterly, and annual tax reports for review.

Monitored office supplies and purchased as necessary.

Answered office phone calls and emails from clients in a timely manner.

Skills

Customer Service Acted as a full-time receptionist for while

managing clients’ accounts.

Attention to Detail Handled our clients’ personal financial statements with

Timeliness and consideration to detail.

Communication and Time Management Skills Acted as an intermediary between clients and

management,

Soft Skills MS Excel, MS Office, CFS Payroll System

Education

Hofstra University Hempstead, NY

A.A.B (Associated of Applied Business) August 2020

Honors, Achievements, & Certificates

Bloomberg Market Concepts Certificate Hofstra University

Exploration and research of economics, fixed income, equities, and currencies. August 2019

CPR Certified American Red Cross

Issued August 2021

.

Contact this candidate