NursePracTax
(US Tax Preparer/Bookkeeper)
• Manage end-to-end bookkeeping and tax engagements for multiple U.S. clients, including client communication, document collection, financial reporting, and tax compliance support.
• Build QuickBooks Online companies from scratch by setting up subscriptions, designing practical Charts of Accounts, connecting bank and credit card feeds, categorizing transactions, performing reconciliations, and preparing month-end financial reports.
• Communicate directly with clients to clarify bookkeeping questions, gather supporting documentation, explain financial and tax-related matters, and resolve outstanding account issues.
• Prepare U.S. individual and business income tax returns using ATX Tax Software, including Forms 1040, 1120, and 1120-S, supporting schedules (Schedules C, D, and E), K-1 transfers, and filing extensions.
• Calculate quarterly estimated taxes using QuickBooks financial data; research IRS and California Franchise Tax Board (FTB) notices, prepare response packages, and communicate directly with tax agencies when authorized by clients.
• Prepare California CDTFA sales tax returns and BOE-571-L Business Property Statements; evaluate fixed assets for capitalization or immediate expensing, record depreciation, and prepare loan amortization schedules.
• Maintain tax organizers, map Gusto payroll accounts to QuickBooks Online, and document standard operating procedures (SOPs) and Trello-based workflow improvements.