·               Intermediate Accounting I and II

·               Business Law

·               Payroll Accounting

·               Business Math and Statistical Measures

·               Federal and State Taxation

·               Patient Protection Affordable Care Act (PPACA)

 

PROFESSIONAL EXPERIENCE

Owner01/2000 – Present

Pronto Tax, Riverside, IL

·               Manage the operation of a small business, and prepare simple to complex tax returns for individuals or small businesses.  Train, develop and mentor employees to ensure improved service and efficiency.

·               Interview clients to get a thorough picture of their financial situation.

·               Review financial records such as income statements and documentation of expenditures. Uncover potential deductions and credits, and advise clients against potential tax liabilities.

·               Calculate and invoice customers for form preparation fees.

·               Establish a strong rapport with clients, and consistently provide courteous and professional service to promote repeat business and increased profits.

Achievements:

ü    Grew the business to over 6,000 clients within the first seven years. 

ü    Redesigned in-house systems to accommodate annual growth.

ü    Developed a record keeping process which resulted in increased payroll proficiency, and regulatory filing with 100% compliance with quality standards.

ü    Established a safekeeping record structure for files containing sensitive information that passed several Internal Revenue Services (IRS) compliance audits.       

ü    Assisted low income tax payers to resolve issue and audits with the Internal Revenue Service (IRS), Illinois Department of Revenue (ILDOR), Illinois Department of Employment Security (IDES) and Immigration and Naturalization Service (INS).

 

Legal Assistant02/1999 – 05/2002

Law Offices of Frank Quinones, Berwyn, IL                                                                                                 

·               Assisted Attorney with daily activities, and responded to clients’ inquiries and concerns.

·               Coordinated real estate transactions with agents, attorneys and title companies.

·               Prepared letters, motions, contracts and other legal documents for court proceedings under Attorney’s supervision. 

·               Assisted and interpreted for Spanish speaking clients during legal proceedings.

·               Performed daily a wide variety of administrative duties.

 

COMPUTER SKILLS

·               Microsoft Office: Word and Excel

·               Type 80 WPM

·               Turbo Tax, Crosslink Tax Software, Quick books Online

 

PROFESSIONAL AFFILIATIONS

·               Riverside Chamber of Commerce

·               Kaplan University Accounting Association

·               National Association of Registered Tax Return Preparers, National Association of Tax Professionals