Richard C.

• Prepared and reviewed financial statements, making necessary adjusting entries for over 30 business entities across various industries. • Prepared and reviewed approximately 50 tax returns for individuals, partnerships, S corporations, and C corporations during tax season, ensuring accuracy through detailed workpapers and verification in Lacerte software. • Conducted comprehensive tax research to ensure compliance with current regulations. • Developed spreadsheets for borrowing base calculations, assisting large businesses in financial planning and loan acquisition. • Managed bi-weekly and monthly payroll processes for a diverse employee base. • Prepared and filed sales tax returns, along with timely payments.

● Performed bi-weekly and monthly payroll for diverse employees and contractors. ● Filed state forms DE9 and DE9C; and annual federal payroll forms 940 and 941. ● Reviewed and summarized monthly and quarterly sales transactions. ● Prepared and filed electronic state sales tax returns compliant with regional regulations. ● Reconciled general ledgers, subsidiary accounts, and financial statements for varied business clients. ● Filed federal tax returns for individuals and businesses, ensuring accurate taxable income, deductions, and credit calculations. ● Acted as the primary liaison between clients and the IRS, addressing inquiries, disputes, and clarifications on filed tax returns. ● Assisted clients in understanding and responding to IRS notices, advocating for their best interests.