Melissa R.

EA|MBA|Tax Services|Bookkeeping (QuickBooks Proadvisor)

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.