Sentences with phrase «prepare tax records»

• Prepare tax records and analyze financial information to ensure client is taking advantage of all applicable tax deductions and other money - saving methods.

The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience...

The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience...

Not exact matches

As you prepare your paperwork for taxes, take a little extra time to put your financial records in order.

Once your business is up and running, the most important thing you can do to prepare for tax season is keep accurate books and records.

Tax preparers examine financial records, such as previous tax returns, earning reports, and documentation of expenditures to determine what forms will be required to prepare current returTax preparers examine financial records, such as previous tax returns, earning reports, and documentation of expenditures to determine what forms will be required to prepare current returtax returns, earning reports, and documentation of expenditures to determine what forms will be required to prepare current returns.

Balancing the books, ensuring the accuracy of financial records, preparing and completing tax returns.

This course will help you determine eligibility, create record keeping systems and prepare for year - end tax planning.

May include application fees; title examination, abstract of title, title insurance, and property survey fees; fees for preparing deeds, mortgages, and settlement documents; attorneys» fees; recording fees; estimated costs of taxes and insurance; and notary, appraisal, and credit report fees.

If you don't keep accurate records, it can take you longer to prepare your income tax return, and you may miss one or more of the payments you made.

They can help you pay quarterly or annual taxes, prepare the relevant forms, and keep track of your tax records.

Public accountants record business transactions, prepare financial statements, audit financial records, and prepare income tax returns.

Of course, this means that you need to be prepared to reconcile your own records to what appears on the tax forms.

To get the most out of this module, students should have access to the financial records necessary for them to prepare their personal tax return.

The service providers may provide fund shareholders with the following shareholder services, among other shareholder services: (i) maintaining records for shareholders that hold shares of a fund; (ii) communicating with shareholders, including the mailing of regular statements and confirmation statements, distributing fund - related materials, mailing prospectuses and reports to shareholders, and responding to shareholder inquiries; (iii) communicating and processing shareholder purchase, redemption and exchange orders; (iv) communicating mergers, splits or other reorganization activities to fund shareholders; and (v) preparing and filing tax information, returns and reports.

Good records help you prepare financial statements and tax returns, and determine what expenses are deductible.

Preparing your small business taxes starts when you first open your business, since good record keeping will make the entire process far simpler.

But as long as you maintain good records and aren't afraid to ask questions, you can prepare your tax returns with relatively few problems.

However, you'll still need to prepare your financial records and statements even if you outsource your tax preparation.

Any conveyances of an interest in real property is potentially taxable in Washington, so in order to record a deed, the parties must also prepare and sign a real estate excise tax affidavit stating the purchase price or the grounds for any claimed exemption.

Calculated 10 employee payroll costs and recorded the payroll; prepared monthly payroll and sales tax return.

• Introduce Deltek Costpoint System which increased payroll processing efficiency by 85 % • Successfully process bonus payrolls for 1852 employees within the given timeline of 3 days • Review payroll data for accuracy by looking through taxing locales and balancing figures • Review invoices and check requests and sort and match check requests with prepared ones • Set up invoices for payment of due accounts and maintain accurate records of pending and processed payments • Prepare monthly, quarterly and annual reports of payable accounts and receivables

Essential responsibilities of a CPA are: maintaining financial records, preparing tax returns, performing financial planning, recommending ways to save money from taxes, collaborating with company management, auditing accounts, developing and analyzing budgets, determining tax consequences of various business decisions, reconciling financial discrepancies, and keeping financial information confidential.

Prepared valuation analyses and cash flow models on prospective acquisitions using ARGUS; and recorded acquisition / sale of 1031 properties on multiple entities Prepared quarterly financial reports for tax auditors using QuickBooks, including all supporting schedules for 10 - K and 10 - Q filings Created / Maintained lease briefs for newly acquired assets and performed due diligence for prospective acquisitions Managed and reconciled cash for company and 1031 exchange properties; and acted as primary contact for all treasury management issues Filed annual business property statement and recorded estimated income tax payments — state and federal Created accounting procedures manual and supervised / trained assistants to perform accounts payable tasks Consulted with property accountants to resolve discrepancies in monthly financial reports Provided executives, shareholders, lenders and investors with monthly, quarterly and annual financial reports Ensured compliance with loan covenants and tenant in common (TIC) agreements

Accountant — Goodman Services — Buffalo, NY — 9/2013 to Present • Manage accurate and timely payroll for 200 employees • Analyze accounts and expenditure reports to ensure proper balancing, and resolve and report discrepancies to the department supervisor • Introduce an updated ledger system to accelerate processing times by 10 percent • Observe and document all company expenses with detailed records of invoices, receipts, and other financial documentsAccountant — Foxworth & Trinston Finances — Buffalo, NY — 5/2009 to 9/2013 • Prepared tax returns and financial statements for auditing purposes • Monitored company cash flow on a daily basis and reported to the company president at the end of every week • Received Employee of the Year Award for recommending supplier consolidation that resulted in saving the company $ 1 million • Trained six new employees in company accounting policies and procedures as well as state and federal laws and restrictions to ensure high performance and the meeting of all deadlines

HR assistants manage information on employee records, benefits and tax information along with updating information in human resource databases and preparing new hires for induction.

• First - hand experience in collecting and summarizing timekeeping information to ensure correct payroll processing activities • Track record of accurately calculating garnishments and commissions and efficiently posting them to payroll systems • Competent at handling sophisticated payroll systems and databases by following state and federal rules and regulations • Proficient in calculating and depositing payroll taxes and processing employment verifications to ensure accurate payroll procedures • Adept at maintaining payroll information by collecting, calculating and entering payroll data into predefined company systems • Competent in determining payroll discrepancies and taking effective measures to ensure that they are corrected before they have an adverse effect on the system • Qualified to prepare payroll reports by compiling summaries of earnings, taxes, deductions and nontaxable wages • Effectively able to update payroll information by recording changes such as insurance coverage, loan payments and salary increases • Proven ability to address employees» pay - related concerns and queries by remaining within the confines of company protocols • Hands - on experience in developing, maintaining and managing comprehensive payroll records by ensuring that both confidentiality and security of information is maintained

• Assisted in preparing bills and invoices • Provided support in developing appropriate spreadsheets for each accounting module • Accumulated financial data from different sources for the benefit of reporting • Collected and interpreted data for tax forms • Completed workers» compensation and pension forms • Maintained inventory records and record of financial statements

• Accurately processed payroll as well as monitored vacation / benefit accruals independently • Actively managed wage garnishments and processed termination checks • Accepted accountability for the overall teamwork and stood responsible for meeting the deadlines • Assisted HR department with compensation and benefits for payroll related tasks like processing benefits premiums, wage ceilings, long term disability claims, life insurance, group health insurance, fringe benefits, and overtime pay analysis • Assisted internal and external auditing procedures related to payroll by following company standards and policies • Monitored and reviewed complete payroll accounts for verification of accuracy and in case of any discrepancies made appropriate corrections and updates, at the end of every month • Communicated effectively with all staff responding to their requests and inquiries related to payroll information • Correctly made payroll related general ledger journal entries for each record • Created and dispersed payroll vouchers to the company employees every month on the pay day • Created benefit audits and reports for terminated / retired employees • Maintained perfect reconciliations of balance sheet accounts related to the payroll • Executed special research projects regarding payroll management and for detailed analysis of financial facets of payroll • Gave suggestions to the management for the policy and procedure updates and refreshers related to payroll management and its financial aspects • Organized and maintained outstanding payroll checks and lists in coordination with the HR department • Managed contacts and communicated regularly with all the internal and external stakeholders ensuring effective flow of information • Organized files, accounts, ledgers, records, employee books for payroll documents and other related purposes • Prepared SDLs — Salary Distribution Journals and other distribution journals every month for payroll accounts • Processed and prepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and reported after every pay run making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on monthlPrepared SDLs — Salary Distribution Journals and other distribution journals every month for payroll accounts • Processed and prepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and reported after every pay run making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on monthlprepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and reported after every pay run making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on monthly basis.

May 2012 — Present LPR Construction Co. — Loveland, CO Payroll Assistant • Maintain time and attendance records • Enter the information of fresh hires into the payroll system • Post adjustments in pay and tax status and miscellaneous changes • Produce weekly and monthly reports • Analyze and prepare general ledger entries

Prepare and examine accounting records, financial statements, taxes, and other financial reports * Develop and analyze reporting for business operations and budgets * Perform audits, ensuring...

• Perform general and specific accounting calculations using 10 - key calculators and copy machines • Maintain and balance company books • Handle employee payroll services by calculating salaries and superannuation • Prepare periodic accounting reports and assure their correctness • Assure mathematical accuracy of all posted entries • Classify and summarize numerical and financial data for record maintenance purposes • Perform debit, credit and totaling activities on accounting systems and spreadsheets • Recognize and report discrepancies in accounting data and perform reconciliation duties • Monitor loan and advance statuses and prepare and deposit checks for payment of utility bills • Complete and submit tax forms on timely basis • Calculate and issue bills, invoices and account staPrepare periodic accounting reports and assure their correctness • Assure mathematical accuracy of all posted entries • Classify and summarize numerical and financial data for record maintenance purposes • Perform debit, credit and totaling activities on accounting systems and spreadsheets • Recognize and report discrepancies in accounting data and perform reconciliation duties • Monitor loan and advance statuses and prepare and deposit checks for payment of utility bills • Complete and submit tax forms on timely basis • Calculate and issue bills, invoices and account staprepare and deposit checks for payment of utility bills • Complete and submit tax forms on timely basis • Calculate and issue bills, invoices and account statements

• Verify the accuracy of invoices and checks and post relevant information in predefined accounting databases • Prepare and submit invoices and handle payments • Coordinate cash and check deposit activities • Sort and enter accounts payable and receivable data into company database • Prepare and produce accurate financial statements such as balance sheets • Maintain record of assets and liabilities and complete and deposit tax returns • Reconcile bank statements and manage cashbook management on a daily basis • Issue and maintain records of petty cash • Audit accounts to ensure accuracy and address any discrepancies found during auditing procedures • Process refund requests and reconcile monthly statements • Post details of business transactions including received and disbursed funds • Type vouchers, invoices, bank drafts, checks and reports • Post cash receipts and expenses in designated accounts software • Report accounting discrepancies to supervisors and assist in resolving them and any issues that customers may have with their accounts • Compile and maintain financial records of the company by recording and summarizing data • Keep record of business transactions, compute costs and verify bills • Create statistical records by combining data and performing computations • Prepare payrolls and transfer employees» salaries to their accounts on a monthly or bi monthly basis • Manage day to day internal controls and arrange for purchase orders to be prepared

• Demonstrated expertise in reading and interpreting blueprints and ensuring that all construction work procedures are properly aligned to them • Hands - on experience in performing construction work according to specified building codes and state - specified procedures • Documented success in erecting structures and handling demolition work by following safety procedures • Qualified to mix concrete and cement in prescribed consistencies and pouring them in a safe and accurate manner • Skilled in leveling concrete and earth using trowels and shovels and other construction tools • Highly skilled in operating jackhammers and drills to break up concrete and pavement and place, consolidate and protect case - in - place masonry structures • Proficient in cleaning and preparing construction sites by removing debris and hazardous materials and ensuring that constructional materials are properly loaded and unloaded from delivery trucks • Competent in controlling passing traffic by erecting traffic cones and signaling vehicles toward diverted routes • Proven ability to perform physically taxing work such as digging ditches and trenches using shovels and picks • Demonstrated ability to operate pneumatic hammers, vibrators and tampers to provide logistical assistance with construction projects • Proven record of carefully demolishing structures by using allowed explosives in a safe manner

Northrop Grumman, Kingston, OK, 8/2010 to 5/2012 Operations Assistant • Assisted in the coordination office maintenance programs and projects • Maintained office filing systems, personnel files and bank account records • Assisted in preparing invoices and pay slips for submission to clients • Procured office supplies and equipment and handled tax records • Followed up on communications with clients and vendors • Handled incoming calls and receipt and dissemination of incoming mail

Prepared payroll and tax records for weekly disbursement's.

Bookkeeper • Maintain company books including A / P, A / R, bank statements and other reports • Reconcile and balance accounts • Manage employee payroll services • Record cash receipts • Issue financial statements as and when required • Prepare all tax reports

• Exceptionally talented tax accountant, boasting of 10 years» track record of success preparing estimated federal, and state income tax payments, and performing yearend accrual reviews.

• Proven record of professionally showing available properties to clients by highlighting their positive attributes • Excellent skills in performing walkthrough inspections to determine wear and tear and provide feedback so that repairs can be handled in time • Competent at screening tenants to ensure their credibility and honesty to minimize problems such as future encroachments or takeovers • Adept at preparing leasing documents such as forms, taxes and legal papers

CG HEADQUARTERS, Stockton, CA 5/2013 to Present Accounting Coordinator • Facilitate communication channels between company, clients, suppliers and lenders • Ascertain that all incoming and outgoing invoices are accounted for and any changes to accounts are legitimate • Provide guidance in maintaining accounts payable records and updating databases • Collect and organize financial information and organize it for tax and audit purposes • Apply standard controls when transferring data between two mediums • Duplicate files for security purposes, make adjustment entries and authorize invoices that are non-standard in nature • Prepare accounting reports and ensure that they are reconciled • Anticipate petty cash needs of each department and ensure a proper cash flow • Analyze accounts to ensure their accuracy and compile statistical reports • Prepare correspondence to communicate with various internal and external agencies

Accountants prepare and analyze financial records, making sure all data is correct and that taxes are paid on time and in the right amount.

Tags for this Online Resume: Making Invoice Packing List, Preparation Shipping Bill (Export), BOE (Import), Bond to Bond & ARE 1 documents In SEZ online, Prepare GSP & Certificate of origin for Exports, Maintain monthly status record of Import / Export, Apply for LOA, LUT, Service Tax Specified List and General Exemption certificate from MEPZ - SEZ, Preparation document for Service Tax Refund.

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership

Professional Experience CMG Worldwide Inc. (City, ST) 5/2008 — Present Finance Manager • Oversaw finances of intellectual property law firm generating $ 6 - $ 12 million in annual revenue • Hired, trained, supervised, and reviewed junior accounting associates and support staff • Authored and implemented corporate and departmental budgets • Analyzed expenses and recommended strategies to cut costs while increasing efficiency • Tracked and managed expenditures of approximately $ 100,000 per week • Verified accuracy of all expenses and revenues ensuring precise financial records • Prepared income statements, balance sheets, and monthly, quarterly, and yearly financial reports • Assisted senior leadership and outside personnel with the annual corporate audit • Operated and maintained the computerized accounting system and all hard files • Monitored and documented employee expense accounts, credit cards, and purchase orders • Managed general ledger and various credit, checking, stock, and other corporate accounts • Created monthly clientele reports detailing expenses and revenues from each account • Proficient in Microsoft Money, Quicken, QuickBooks, Tax Cut, Turbo Tax, and other software

This course will help you determine eligibility, create record keeping systems and prepare for year - end tax planning.