Location
USARate
$30
/ per hour
Years of experience
22+About
As an experienced bookkeeper and tax preparer with over two decades of experience, I have built a successful practice in Newark, CA, where I serve individuals, businesses, and non-profit organizations in all areas of tax compliance and bookkeeping. I am a registered tax preparer with the California Tax Education Council and an active member of the California Society of Enrolled Agents. My expertise lies in helping small businesses improve their efficiency and effectiveness by managing their bookkeeping and tax information. I specialize in small business taxes, QuickBooks, and ensuring compliance with both federal and state tax laws. Throughout my career, I have consistently provided accurate and secure tax preparation services, while also managing critical bookkeeping functions such as payroll, accounts receivable, and accounts payable. At Liberty Tax Service, I have taken on supervisory roles during peak seasons, organized office functions, and prepared detailed tax forms for various entities. My mission is to offer my clients peace of mind by delivering comprehensive services that enhance their financial management and compliance.Tech Stack
Accounting, Finance, Tax Reporting SoftwareExperience
- Establishing and maintaining one-on-one client communications to accurately prepare and file tax returns for both individuals and businesses.
- Handling the full cycle of accounts payable and receivable, including applying payments to invoices, computing bank deposits, reconciling bank accounts, and recording general ledger entries.
- Acting as a supervisor during peak tax season, overseeing team members and temporary staffers to ensure smooth operations.
- Preparing complex tax forms, including 1120, 100s, 1065, 1040, and other schedules, ensuring accuracy and compliance with tax laws.
- Efficiently organizing and managing office functions such as creating forms, tracking client status, transmitting e-files, and generating database reports.
- Consistently preparing bi-weekly payroll, and managing federal, state, and FICA withholding deposits, including filing quarterly payroll tax returns (941, DE88, and DE6).
- Providing specialized bookkeeping and tax services to small businesses, helping them increase productivity, reduce costs, and ensure compliance with tax regulations.
Employment history
Tax Preparer and Bookkeeper, Liberty Tax Service
October 2001 - Present
- Established and maintained one-on-one client communications to prepare and file individual and business income taxes.
- Acted as supervisor for team members and temporary staffers during peak season.
- Organized overall office functions, including creating forms, tracking client status, transmitting e-files, and generating database reports.
- Prepared detailed tax forms, including 1120, 100s, 1065, 1040, 2106, 8453, 8879, Schedule C, D, and E.
- Managed Accounts Payable and Receivable, applied payments to invoices, computed weekly bank deposits, reconciled bank accounts, and recorded general ledger entries.
- Prepared and filed bi-weekly payroll, including Federal, FICA, and state withholding deposits, as well as 941, DE88, and DE6 quarterly payroll tax returns.
Tax Preparer and Bookkeeper, Affordable Tax Services & Bookkeeping
February 2001 - Present
- Provided tax preparation and bookkeeping services to small businesses in all areas of tax compliance.
- Specialized in helping small businesses increase productivity, reduce costs, and improve business quality.
- Served small businesses ranging from 1 to 50 employees.
- Ensured compliance with federal and state tax regulations for small business clients.
Tax Preparer & Bookkeeper, The Newark Chamber of Commerce
May 2007 - June 2008
- Prepared and filed individual and business tax returns for Chamber members.
- Provided bookkeeping services to small business members of the Chamber.
- Assisted members with tax planning and compliance strategies.
- Managed client records and ensured accurate filing of tax documents.
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