Michelle Klein

Michelle Klein

Tax Preparer

Followers of Michelle Klein15 followers
location of Michelle KleinBlack Creek, Wisconsin, United States

Connect with Michelle Klein to Send Message

Connect

Connect with Michelle Klein to Send Message

Connect
  • Timeline

  • About me

    Tax Accounting, Payroll Accounting, Accounts Payable / Receivable

  • Education

    • Globe University

      2015 - 2016
      Associate’s Degree Accounting

      I am completing my degree online and anticipate graduating in March 2016 with an Associate's Degree in Accounting & Tax Specialist

    • Fox Valley Technical College

      2008 - 2010
      Associate’s Degree Accounting Started my degree

      Activities and Societies: Accounting Club

  • Experience

    • Electronic Filing Center

      Jan 2010 - Apr 2011
      Tax Preparer

      Accurately prepared tax returns while the clients were in my officeTwo tax seasonsTax Wise softwareCustomer serviceProvided tax advice as needed

    • Jezeski Accounting & Tax Service

      Feb 2012 - now
      Interviewer and Tax Preparer

      Seasonal employment.Customer Service - I meet with clients to gather the needed information to complete their tax return and meet with them again to go over the returns when they are donePrepare tax returns to be reviewed by the ownersContinual training and updating on changes to existing tax law and new lawsResearch as neededProvide tax advice as neededDrake softwareQuickBooks

    • AndResource, LLC

      Jun 2012 - now
      Office Manager

      Small Occupational Therapy officeAccounts Payable/Accounts ReceivableSchedulingMicrosoft Office, Word, Excel, Outlook, and PowerPointQuickBooksPayroll, including withholding reportingW-2s and 1099-MISC

    • Industrial Floor Systems, Inc.

      Sept 2014 - now
      Accounts Payable / Accounts Receivable

      Accounts payable and receivable for flooring business and rental businessPayroll, including withholding reportsMaintain 3 entities in QuickBooksW-2s and 1099-MISC

  • Licenses & Certifications

    • Registered Tax Return Preparer

      Internal Revenue Service
      Dec 2012
  • Volunteer Experience

    • Girl Scout Troop Leader

      Issued by Girl Scouts of the Northwestern Great Lakes, Inc
      Girl Scouts of the Northwestern Great Lakes, IncAssociated with Michelle Klein