Yash Panchal

• Maintain organized and thorough documentation of all tax-related activities.

• Prepare federal and state income tax returns for individuals, corporations, partnerships, and other entities.

• Conduct client meetings to discuss tax implications, answer queries, and address concerns.

• Analyze financial statements to identify potential tax-saving opportunities and areas for improvement.

• Prepare open notes and send to client if any.

• Ensure compliance with current tax laws and regulations.

• Manage, assist, and evaluate the daily accounting functions and activities for assigned clients.
• Passing month end transaction entries such as depreciation, prepaid insurance, mortgage loan and also make adjustment entries.
• Conducting weekly or bi-weekly payroll processing, reconciling payroll liabilities based on paychecks and payments, and recording payroll journal entries.
• Managed the complete sales tax preparation and filing process, making sure that all deadlines and legal criteria were met.
• Review chart of accounts, general ledger profit and loss, balance sheet, and Preparing financial package including depreciation, loan statements by the end of every quarter.
• Conduct client meeting to address any queries or concerns.