Detail-oriented and results-driven Tax Accountant with extensive experience in preparing and reviewing tax returns and supporting R&D tax credit claims. Skilled in analyzing client data, identifying qualifying research activities, and ensuring compliance with federal and state tax regulations. Proficient in CCH Axcess, CaseWare, GoSystems, CCH Workflow, Practice Management Time Entry, Kipsi, Quire, e-Forms, and Microsoft Office 365 applications, with a strong focus on accuracy, efficiency, and timely deliverables.
Throughout my experience, I have developed a deep understanding of tax processes and research credit documentation, allowing me to deliver precise and compliant results. Preparing tax returns, maintaining accurate data, verifying and cross-checking information, and preparing Federal Form 6765 and related state credit forms have strengthened my ability to manage complex data while ensuring quality and accuracy in every engagement. This continuous exposure to diverse client needs has enhanced my problem-solving skills and attention to detail.
My experience has not only refined my technical expertise but also reinforced my commitment to helping clients achieve compliance and maximize tax benefits. By collaborating closely with teams and clients, I strive to provide accurate, well-documented, and insightful outputs that support effective decision-making and long-term business success.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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