Melissa R.

Seasoned accountant experienced in helping small business owners and individuals reduce taxes, stay compliant, and file accurate returns through strategic tax preparation, planning and maintaining accurate books. Specializations • Individual Tax (Form 1040) • Small Business Tax Returns (S-Corps, partnerships, sole proprietors). (1120S, Schedule C, 1065) • State tax returns (NY, NJ, CA, MN, MA) *Strong experience in high volume tax work such as tax return data entry, review and filings. • Strategic tax planning to reduce future tax liability • Accounting review and cleanup to prepare books for tax filing • QuickBooks Online review and financial organization for accurate reporting Tools & Credentials • Enrolled Agent • QuickBooks Online Certified ProAdvisor • Intuit ProConnect Tax Software •UltimateTaxSoftware •PTIN-Preparer Tax Identification Number •EFIN - Authorized Efile provider Additional Expertise In addition to tax work, I bring extensive experience in audit and SOX compliance for mid-size and large public companies. This background provides a strong focus on accuracy, documentation, and internal controls, which benefits both my tax and accounting clients. I am a great communicator in both in person and remote setting. I fit in well with all groups and complimented on my ability to complete tasks quickly while not compromising on quality. If you think my skills are a good fit I’d love to connect.