Manager at Virtual Tax Associates
Accounting and Tax Specialist with strong experience in accounting and individual/small business tax, Quickbooks Online/Desktop, Drake, ATX, Proconnect and Lacerte tax software
Virtual Tax Associates
January 2018 - Present (2 years 2 months)
Virtual tax preparation and small business bookkeping for Individuals and Small Business using Quickbooks Online and ProConnect Online. Company Bookkeeping using QuickBooks Online, Invoicing, AR and AP, Bank reconciliation for company's bank account and company financials, Social media marketing and website maintenance.
Senior Tax Specialist
January 2009 - Present (11 years 2 months)
Lindstrom, MN 55045
Customer facing role providing tax preparation to small businesses and individual tax returns including multi-states, using H&R Block's Tax Software. Review financial records such as income statements and documentation of expenditures.
Verify totals on past and present forms for accuracy and ensure the proper credits, deductions, and tax liabilities are applied to tax returns, according to Publication 17 Federal Tax Code.
Calculate quarterly estimates and extensions.
By the Books Accounting
November 2018 - 2020 (2 years)
White Bear Lake
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Responsible for assisting with the preparation of monthly financial analysis reports, developing and maintaining department budgets and generating cost reports.
Oversee financial reporting and operations
Perform bank statement reconciliations using both QuickBooks online and Desktop for business clients
Small Business and Individual Tax Returns
Payroll for a few accounts and general Administrative Duties Tax Preparation
Università degli Studi di Sassari
Modern Languages and Literature · (2005)
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