Melida Greer
Derwood
Summary
Accomplished Tax Preparer with extensive experience at Bauer & Scott CPAs, adept in GAAP expertise and client communication. Excelled in preparing a wide array of tax returns, leveraging QuickBooks proficiency to enhance financial reporting accuracy. Demonstrated ability to reduce client tax liabilities through meticulous research and strategic tax planning, achieving a high level of client satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Preparer & Staff Accountant
Bauer & Scott CPAs
09.2023 - 09.2024
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Analyzed financial records to verify accuracy of tax returns.
- Researched complex tax issues utilizing online resources and professional tax software.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Developed spreadsheet models to accurately track tax information.
- Utilized tax software to prepare returns and meet deadlines.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Tax Preparer
Block Advisors
08.2021 - 08.2023
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Responded to inquiries from IRS and other tax authorities.
- Calculated estimated tax payments for clients.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Tax Preparer
Liberty Taxes
01.2019 - 04.2020
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Calculated estimated tax payments for clients.
- Researched tax implications for various deductions and credits.
- Utilized tax software to prepare returns and meet deadlines.
Volunteer Tax Preparer
VITA/IRS
01.2018 - 04.2019
- Help the community by preparing taxes free.
- Ensure all returns are quality review
- Advise the taxpayer that she/he is ultimately responsible for the information on the return before asking the taxpayer to sign the return.
- Verify the returns have the correct Site Identification Number.
- Using the appropriate intake and interview form, interview taxpayer to determine if all income, deductions and allowable credits are claimed.
Education
BBA - Accounting & Business Administration
Inter American University of Puerto Rico
Guayama, PR06-2023
No Degree - English As A Second Lenguage
Montgomery College
Rockville, MD06-2010
Skills
- Direct IRS filing (Block Advisors)
- Tax advising (Block Advisors & Liberty Tax)
- Assisting with Corporate tax preparation (Bauer & Scott)
- Documentation filing
- Bookkeeping
- Tax reporting
- Individual returns preparation
- IRS communication
- Income documentation
- Financial statement review
- Tax return preparation
- Document preparation
- GAAP expertise
- Research/due diligence
- Local, state, and federal tax returns
- Tax accounting
- Payroll processing
- Verbal/written communication
- Financial statements
- Payroll taxes
- Client communication
- Organization skills
- Filing system management
- Storage procedures
- Information processing
- QuickBooks proficiency
- Account reconciliation
Certification
- QuickBooks ProAdvisor Certification – Intuit QuickBooks.
- Microsoft Office Specialist, Excel Certification – Microsoft.
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Tax Preparer & Staff Accountant
Bauer & Scott CPAs
09.2023 - 09.2024
Tax Preparer
Block Advisors
08.2021 - 08.2023
Tax Preparer
Liberty Taxes
01.2019 - 04.2020
Volunteer Tax Preparer
VITA/IRS
01.2018 - 04.2019
BBA - Accounting & Business Administration
Inter American University of Puerto Rico
No Degree - English As A Second Lenguage
Montgomery College
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