Dec, 2024 – Jul, 2025 • 8 mos - Full time
Completed full tax season, preparing 50+ federal/(multi) state returns including 1040s (Individual), and 1065s/K1s &
K3s (Partnership).
• Conducted in-depth financial data analysis and apportionment of income, payroll, and expenses across jurisdictions.
• Prepared tax extensions, estimates, and quarterly filings to optimize deadlines and cash flow planning for businesses
and individuals.
• Conducted detailed reviews of tax documents and financial statements, reducing filing errors by 80%+ and ensuring
adherence to federal/state regulations.
• Delivered end-to-end bookkeeping and monthly bank reconciliations for 20+ clients using QuickBooks
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Degree: Accounting & Finance •  Aug, 2020 – Jun, 2024
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