I help U.S. CPAs get through tax season by keeping documents organized, following up with clients, and making sure nothing slips through the cracks.
I work as a Virtual Tax Assistant and Executive Assistant to a U.S. CPA, supporting tax workflows by reviewing and organizing tax documents, communicating with clients about missing information, and assisting with IRS-related tasks like penalty abatement letters. I also have basic experience with Lacerte, including exporting tax forms and documents.
I’m detail-oriented, easy to work with, and careful with confidential financial information. While I’m still building hands-on experience preparing tax forms, I learn quickly and genuinely enjoy supporting tax professionals in fast-paced environments.
Experience: 1 - 2 years
Supported executives with financial administration including invoicing, expense tracking, reconciliations, and reporting using QuickBooks Online, Excel, and Google Sheets. Ensured accurate records and timely reports to support informed decision-making.
Experience: 1 - 2 years
Provided executive-level support to a U.S. CPA, managing tax-related administrative tasks, client communication, and workflow coordination. Known for being detail-oriented and proactive, with experience following up on missing tax documents, preparing IRS-related correspondence, and keeping deadlines on track in fast-paced, deadline-driven environments.
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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