US Tax Preparer / Bookkeeping

I have 7 years of hands-on bookkeeping experience, managing day-to-day financial transactions for individuals and small businesses. My responsibilities have included maintaining accurate general ledgers, reconciling bank and credit card statements, processing invoices and payments, and preparing financial reports. I’m skilled in organizing financial data to support tax preparation, ensure compliance, and give clients a clear picture of their financial health. My approach is detail-oriented, reliable, and focused on keeping finances accurate and up to date.

I have strong experience using Microsoft Excel for a variety of tasks, including data analysis, reporting, and process automation. I'm proficient with advanced features such as PivotTables, VLOOKUP, and other lookup functions, and I regularly use VBA macros to streamline repetitive tasks and improve efficiency. My skills help ensure accurate financial reporting and better decision-making through clear, organized data management.

I have extensive experience using QuickBooks to manage bookkeeping tasks efficiently and accurately. I'm skilled in setting up and maintaining company files, recording daily transactions, reconciling accounts, generating financial reports, and supporting tax preparation.

I have 7 years of experience in U.S. individual tax preparation, with a strong understanding of federal and state tax laws. I specialize in preparing and filing accurate tax returns, identifying deductions and credits, and ensuring full compliance with IRS regulations. I work closely with clients to gather the necessary documentation, answer questions, and provide guidance to help them minimize tax liability and avoid filing errors. My goal is to make tax season as smooth and stress-free as possible.