Owner / Tax & Accounting Consultant - JP TAX AND FINANCIAL SERVICES - San Antonio, TX
(2021-01)
Own and operate an independent tax and financial services practice serving individuals and small businesses.
- Manage client onboarding, document collection, engagement workflow, billing, deadlines, and client communications.
- Prepare and review individual and business tax returns and support clients with ongoing tax compliance and planning.
- Provide bookkeeping, account reconciliation, payroll, and financial-record support for small-business clients.
- Research federal and state tax matters and communicate filing requirements and planning considerations to clients.
Tax Professional / Full-Service Tax Preparation - INTUIT — TURBOTAX
(2024-01 - 2026-04)
- Assisted taxpayers with tax preparation and Intuit tax software, resolving tax and software-related issues.
- Applied current tax laws, regulations, and updates to address taxpayer questions and provide accurate information.
- Maintained proficiency in software features and updates while delivering clear, client-focused support.
Tax Team - FLORES LAW FIRM
(2024-04 - 2024-10)
- Prepared financial workpapers supporting Forms 1065, 1120-S, 1120-F, and 1099 reporting.
- Completed tax returns involving foreign corporations, trusts, and individual taxpayers.
- Reviewed Form 5472 requirements and related-party transactions for documentation and IRS compliance.
Tax Preparer - BURKHART PETERSON
(2023-07 - 2023-10)
- Prepared and filed individual and corporate tax returns in accordance with federal and state requirements.
- Provided tax planning, bookkeeping, advisory services, and tax research for clients.
Auditor - TMHP
(2023-02 - 2023-04)
- Conducted financial and operational audits and investigated Medicaid provider and recipient compliance with state and federal requirements.
- Assessed risk and internal-control weaknesses, prepared audit reports, and developed recommendations for improvement.
Tax Preparer - JACKSON HEWITT
(2004-04 - 2023-04)
- Prepared and reviewed taxpayer information for accuracy and completeness and completed required quality-review procedures.
- Supervised site personnel, supported a stand-alone tax location, and managed daily transmission of completed returns.
Tax Preparer / Quality Checker - UNIVERSITY OF THE INCARNATE WORD — VITA
(2022-01 - 2022-04)
- Earned IRS Advanced-level and specialty certifications; prepared and quality-reviewed tax returns using TaxWise.
Audit Assistant - FAMSA USA
(2018-02 - 2018-12)
- Reconciled balance-sheet and intercompany accounts and investigated discrepancies across departments.
- Prepared monthly and quarterly reports, revenue and expense projections, and supported analytical research projects.
- Supported month-end activities and payroll for 24 branch locations, including Kronos adjustments.
- Reviewed accounts payable vouchers and managed executive and district-management travel and expense reporting.
Finance / Accounting Assistant - FERRARI OF SAN ANTONIO
(2013-04)
- Supported customer loan origination, approvals, financial transactions, and monthly, quarterly, and year-end reporting.
- Prepared federal, state, and dealership documentation and supported accounting and payroll processes through ADP.
- Created contracts, monitored compliance, processed payroll for sales representatives and contractors, and supported account management.
Dental Laboratory Technician - UNITED STATES AIR FORCE
(2006-05 - 2011-05)
- Fabricated dental prosthetic appliances to provider specifications and coordinated patient appointments and scheduling.
- Maintained professional standards and complied with applicable military policies and regulations.
