CCH Axcess™ Tax
Savvy Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning, and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to all reporting entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Form 1065 Rental Real Estate -
• Partnership Returns: Prepared form 1065 for partnerships entities,
ensuring accurate reporting of income, deductions, and credits at
federal and state ( PA & OH) level.
• Ensured the reconciliation of K-1 to Schedule K to ensure all the data has been effectively transferred to K-1.
• Preparation of Real estate entities for partnership (form 8825).
Preparation of depreciation M1 adjustment, M3 Adjustments
workpapers.
Tools used - CCH Access Document, CCH Access Tax , CCH Tax
Engagement Binder
Form 1040 -
• Prepared form 1040 for Individuals, ensuring accurate reporting of
income, deductions, and credits at federal and state level.
Credit assessment of Australian household and Business loan
application( Secured mortgage ) by :-
• Running a thorough analysis of financial details encompassing all
income and liability related documented proofs along with credit
report generated from credit bureau.
• Cross verification of underlying collateral by ordering valuation report from an affiliated valuer portal, prerequisite task involved detection of irregularities after conducting a thorough analysis.
• Utilized practical communications skills to maintain and build positive
client relationships.
• Closely monitored system functioning, handled troubleshooting and
address any potential issues proactively.
Tax compliance
CCH Axcess™ Tax
Microsoft Office
Sureprep
QBO
QBD
Playing chess, Running, Cycling, Calisthenics, 8 ball pool, listening to music, reading books, playing Call of Duty.