Hi there! I’m a highly skilled and motivated CPA, US Tax Accountant, Accounting VA and a Bookkeeper.
I specialize in preparing individual (1040), business (1120, 1120S, and 1065), income tax returns for estates and trusts (1041), and exempt organization returns (990). I ensure compliance with current tax laws and maximize deductions for clients. With expertise in tax codes and regulations, I aim to minimize liabilities and optimize financial outcomes. Additionally, I specialize in preparing multi-state returns for states including AZ, AR, CA, CO, DE, GA, HI, ID, IL, MA, MI, NY, and SC.
Additionally, I possess expertise as an Accounting Virtual Assistant (VA) and bookkeeper, ensuring meticulous record-keeping, financial reporting, and providing accounting tasks including data entry, reconciliations, and seamless coordination with clients.
I also specialize in assisting businesses with the preparation and filing of sales and use tax returns, with a particular focus on the regulations and requirements specific to California.
I am proficient with a variety of software and tools including:
-Proconnect
-Lacerte
-Ultra Tax
-Quickbooks
-Onvio
-Karbon
-Smartvault
-Taxdome
-Microsoft 365, Microsoft Teams
-Google Apps (i.e; GDrive, Gmeet; GDocs; Gmail; etc)
I am dedicated to taking proactive steps and initiating actions, aiming to deliver outstanding service and results for my clients, so you can trust that your projects will be completed accurately and efficiently.
I'd love to chat more about how I can help support your business. Let's connect!
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