Accounts Payable Tax Preparer

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Diana Gonzalez 832-***-**** Cell

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EXPERIENCE

Plains Tax Strategies

Tax Preparer Specialist/Bookkeeper – Contract January 2025 – June 2025 Reviewed client’s income regarding potential deductions & credits. Assisted businesses and individual clients in preparing tax returns 1040, 1065, & 1120 tax returns. Ensured IRS compliance for all clients through meticulous review & analysis of tax documents. Maintained clear, open communication with clients to address questions & concerns regarding tax matters. Proficiently used tax preparation software to streamline the tax filing process for clients. Assisted with processing 1099s, P&L, Balance sheets

Solis International Consultants LLC - Contract

Bookkeeper Specialist & Payroll Processor Sept. 2024 – Dec. 2024 Managed accounts payables and receivables for timely collections. Tracked daily financial transactions, reconciled bank and credit card statements for accuracy. Prepared financial reports. organized records for tax return filings, ensured accurate employee payments, including wages and deductions. Calculated and withhold federal, state, and local taxes, along with benefit contributions. Generated reports for management, including tax filings and year-end documents. Filed 940, 941 HaulMark Services - Contract

Accounts Payable Specialist Jun. 2024 – Sept. 2024 Strengthened and grew relationships with vendors and suppliers through timely payments. Reviewed invoices for appropriate documentation before payments. Obtained and printed signatures on all checks. Confirmed that all 1099s and contact information were up to date. Managed accounts payable using accounting software and other programs. Prepared and processed payment batches, including checks, electronic transfers, and other payment methods. Processed approximately 80-100 invoices daily. RG Financial Group

Seasonal Tax Preparer Dec. 2022 – Apr. 2024

Proficiently used tax preparation software to streamline the tax filing process for clients filing 1040, Sch C, assist in completing form W7 & 1040X. Reviewed clients’ income regarding potential deductions and credits. Assisted businesses and individual clients in preparing tax returns. Ensure IRS compliance for all clients through meticulous review and analysis of tax documents, manage deadlines effectively by prioritizing tasks and using time management skills.

SKILLS and ERP Systems

• AR/AP Specialist

• Customer Service

• Bank Reconciliation

• ACH Deposits

• Office Management

• General Ledgers

• QuickBooks

• Ultratax, CrossLink

• Textura, BuilderTrend

• Bilingual (Spanish, English)

• NetSuite Oracle

• 1040, 1040x, 1065

• Vendor Management

• Organization Skills

• Data Entry

• SAP JD Edwards

• Microsoft Office

• Teams, Wrd, Excel, Outlook

• Adobe and/or Excel

• Accounting Software

Proficiency

EDUCATION

Houston Community

College, Houston, TX

Some College courses

2005

Alief Hastings High

School, Houston, TX

Diploma 2001

All USA Benefits,

Houston, TX

Certified Tax Preparer

2024

American Association of

Notary – Houston, TX

Notary Public 2024

2

Triple M Mobility

Office Assistant Aug. 2019 – Nov. 2023

Provided exceptional customer service by addressing inquiries and resolving concerns promptly. Managed email correspondence by promptly responding to messages and prioritizing tasks. Scheduled and organized appointments and meetings on a shared calendar.

Scheduled delivery appointments for drivers to deliver equipment to patients. Organized tasks and deadlines effectively to ensure timely completion. Received and applied payments. Reconciled bank statements every month. Supported administrative tasks such as filing, copying, and organizing documents.

Blackstone Custom Homes

Operations Manager Dec. 2016 – Jun. 2019

Entered and organized data accurately and efficiently into the system. Assisted in research projects by collecting relevant information and summarizing findings.

Communicated effectively with clients to address inquiries and provide updates. Performed various administrative tasks to support daily operations. Manage calendars efficiently to schedule appointments and meetings. Corresponded with internal and external parties via email to ensure timely communication. Posted payments from customers and reconciled accounts monthly. Processed payments for subcontractors and vendors. Processed 1099 at the end of the year.

C & J ENERGY

Office Manager Jul. 2011 – Oct. 2016

Professional and courteous on phones, helping those in need of assistance. Strong customer service background. Submit payroll, distribute payroll checks, and enter bills, purchase orders, and invoices into QuickBooks, ordered office supplies.

Processed invoices, issued checks, and filed invoices after being processed. Made shipping arrangements and maintained quality control over all orders. Processed expense reports ensuring accuracy and submission promptly. Made travel arrangements including visa logistics, and coordinated events, conferences, meetings, and lunches.

Oilfield Specialist

Accounting Specialist Feb. 2010 – Jun. 2011

Managed accounts payable processes to ensure timely and accurate payment of vendors. Handled accounts receivable tasks to track and collect outstanding payments from clients, Prepared tax documents in compliance with regulations and deadlines. Maintained the general ledger to track all financial transactions accurately & generated detailed financial reports to provide insights into the company's financial health.

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