Jacob Calderon

Secured abatement of federal tax penalties for multiple clients, resulting in cumulative savings exceeding $70,000

Led bookkeeping and tax preparation services for governmental units and non-profits, managing monthly reconciliations, journal entries, and year-end tax filings

Managed full-cycle payroll, accounts payable/receivable, and bank account reconciliations for firm and oversaw H.R functions

Prepared firm-level financials and tax returns, including closing entries and journal adjustments, contributing to internal and external reporting accuracy

Independently navigated two years of IRS audits for a client with minimal internal support; reconstructed accounting processes and compiled all required records to ensure successful audit outcomes

Spearheaded successful applications for elective pay credits under the Inflation Reduction Act