Experience

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  Alan's tax & accounting

  May 1991 - Dec 2010

  Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.Prepared accurate financial statements at end of the quarter.Prepared Payroll Reports each quarter and all W2's and 1099's.Guided small business owners in their annual reporting, payroll, and expenditures.Guided small business owners in increasing their income.Provided timely reporting of Tax & Payroll reporting.Prepared and entered client data into Accounting software and analyzed the contents with client.Prepared other client company reports for government agencies.Meet with clients in person, by phone , and meeting software.Regularly correspond with clients Show less Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.Prepared accurate financial statements at end of the quarter.Prepared Payroll Reports each quarter and all W2's and 1099's.Guided small business owners in their annual reporting, payroll, and expenditures.Guided small business owners in increasing their income.Provided timely reporting of Tax & Payroll reporting.Prepared and entered client data into Accounting software and analyzed the contents with client.Prepared other client company reports for government agencies.Meet with clients in person, by phone , and meeting software.Regularly correspond with clients Show less Reconciled bank statements to clients' books and prepared financial statements from client documents.Prepared financial and regulatory reports required by laws, regulations or boards of directors.Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions.Completed monthly, quarterly and annual bank reconciliations small companies.Reconstructed accounting records from clients' checks and cash receipts.Met with clients on a regular basis Show less

  • Self-Employed

    Dec 2007 - Dec 2010

  • Self Employed

    May 1991 - May 2008

  • Tax Preparer & Accountant

    May 1991 - Dec 2007
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  Evans tax & accounting

  May 2008 - now

  Build relationships & partnerships with clients. Strong interpersonal, communication & customer service skills.Creates & maintains database and files. Schedules appointments in a timely fashion ensuring adequate time.Payroll duties that include filing new hire paperwork, maintain employee personnel records, calculate commissions, distribute pay to employees, organize, submit payroll data & prepare monthly & quarterly reports.Answers calls, mail, & clients to ensure the correct services are received by the client. Self-motivated with excellent interpersonal & telephone skills. Trustworthy to handle sensitive & confidential matters and information. Developed & maintains a paperless storage system for record-keeping of financial documents. Proven track record in providing successful customer service, resolving conflicts, negotiation, & performance management. Lead, coach & teach clients and businesses in financial matters. Processes information and written communication to support financial information management. Organizes & enters financial information in financial software. Interprets financial information. Maintains strict confidences.Maintains client relationships through personal relationships & tailored services for each client. Confident in A/R & A/P duties including billing and receive payments.Maintains license & professional development training annually in tax law for 1040, Business Corporations, Payroll & Ethics.Maintains & manages content for the company website & social media presenceDispatched large trucking day-to-day operations & in-house orders and deliveriesTelecommuting proficient through Teamviewer 11 Fluent with Lacerte , Intuit Tax Online, Proconnect , Drake tax preparation software and Intuit Link Encrypted Data Collection software, Quickbooks , Quickbooks Online accounting software, Microsoft Word 2016, and Excel 2016, Outlook, Genbook Online scheduling software Show less Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.Prepared accurate financial statements at end of the quarter.Prepared Payroll Reports each quarter and all W2's and 1099's.Guided small business owners in their annual reporting, payroll, and expenditures.Guided small business owners in increasing their income.Provided timely reporting of Tax & Payroll reporting.Prepared and entered client data into Accounting software and analyzed the contents with client.Prepared other client company reports for government agencies.Meet with clients in person, by phone , and meeting software.Regularly correspond with clients Show less Performed tax methods applicable to business revenues and like-kind exchanges.Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.Prepared tax returns for all 50 States Tax PreparationPrepared corporate, partnership, personal and foundation tax returns using Lacerte tax program. Skilled with all types of entities including C Corp., S Corp., partnerships, trusts, non-Profits and individuals.Conducted interviews with clients during tax preparation Show less

  • Independent Business Owner

    May 2008 - now

  • Owner

    May 2008 - now

  • Tax Returns

    May 2008 - now
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  The church of jesus christ of latter-day saints

  Nov 2017 - now

  • Sr Accountant

    Jul 2022 - now

  • IP Support & Finance Specialist

    Nov 2017 - Nov 2023