Enrolled Agent

KIM S.

WASHINGTON

***********@*******.*** 313-***-**** Southfield, MI 48033

PROFESSIONAL

SUMMARY

Knowledgeable Accountant & Tax Professional proficient in laws and procedures governing business operations, tax filings and regulatory compliance with PTIN. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make a positive impact on business operations.

SOFTWARES Intuit Turbo Tax Online &

Desktop

• • Tax Act

• Quickbooks • Drake Tax & Accounting

• H&R Block Deluxe & State • Microsoft Office 365

• MS Teams • Slack

WORK HISTORY Tax Preparer Val-U-Tax Services - Southfield, MI 10/2018 - CURRENT

• Tax Advisor and preparation of individual tax returns.

• Certified to prepare New York state tax returns.

• Prepared 941 Tax Returns.

• Offered clients recommendations to reduce tax liabilities,

• Specializing in Sole Proprietorship and Rental Property.

• Preparation of 990 returns for Non for Profit Organizations.

• Assistance with IRS letters and audits

CSI Tax Expert (Seasonal) Baker Tilly - Southfield, 01/2024 - 04/2024 MI, USA

Reviewed 294 tax returns on Turbo Tax Online to ensure accuracy and compliance of tax laws.

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• Reviewed federal and all state returns that quality for filing returns. Assisting clients in correcting system rejects enabling to file their returns.

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Advising clients of tax laws when it affected their refund or balance due on tax returns.

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Accountant (Part Time) Allstate Insurance- James 08/2005 - 06/2022 Jackson Agency - Southfield, MI, USA

Primary function consisted of accounting for all transactions for two insurance agencies business accounts.

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Gathered financial information, prepared documents, and closed books.

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• Reconciled accounts and reviewed expense data including liabilities K

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and assets during Monthly Bank Reconcilement's.

• Performed Trial Balance Analysis.

• Posting Journal Entries in QuickBooks.

Reviewed vendor invoices for appropriate documentation and validity for Accounts Payable.

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Tax Preparer H&R Block 12/1996 - 01/2018

• Tax Advisor and preparation of over 100 individual tax returns. Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.

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• Offered clients recommendations to reduce tax liabilities. Educated clients on tax planning strategies, helping them save money in future years.

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Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.

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Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.

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Accountant I Arcadia Health Services, Inc. - 10/2000 - 03/2007 Southfield, MI, USA

Responsible for preparing and analyzing commission reports for 118 offices.

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Analyzed margin discrepancies that impacts net profit and loss for resolution.

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• Reconciled bank accounts and posted journal entries.

• Audited payroll and billing reports for discrepancies. Budget analysis, Financial statements analysis and Profit and Loss tax returns.

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• Preformed cash posting and Aging Report analysis. Responsible for Government, Medical Billing and Accounts Receivable.

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• Prepared Sales Tax Returns.

CERTIFIED

ENROLLED AGENT

Completed 2/26/25

00162151-EA

AFFILIATIONS • Michigan Society of Enrolled Agents

• National Association of Enrolled Agents

PROFESSIONAL

ENGAGEMENT

Continuously participate in professional development opportunities and IRS Tax forums to stay current in industry trends and regulatory changes. REFERENCES Excellent References Furnished Upon Request!

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