Prepared and filed individual tax returns in a client-facing environment, ensuring accuracy and compliance with federal and state regulations.

• Tax Preparation & Compliance: Reviewed client financial documents (W-2s, 1099s, deductions, credits) to determine appropriate filing treatment.
• Client Service: Explained tax outcomes and recommendations clearly to clients while maintaining confidentiality and professionalism.
• Operational Discipline: Followed seasonal tax office workflows, quality checks, and deadline-driven processes during high-volume filing periods.

Maintained general ledger records and performed reconciliations across sales platforms and payment systems to ensure accuracy.

• Supported financial operations for a multi-channel business generating up to $100K annually, with net profit of $10K–$20K.
• Full-Cycle Bookkeeping: Managed full-cycle bookkeeping for small business operations, including tracking revenue, expenses, and supporting documentation for financial reporting and tax preparation.
• Prepared monthly financial summaries and organized data for profitability analysis and tax reporting.
• Monitored inventory, cost inputs, pricing, and vendor/customer records to support operational and financial decision-making.
• Payroll Support: Helped maintain payroll-related records and operational documentation where needed for small business administration.

Delivered safety-focused customer service in a regulated, time-sensitive operating environment.

• Compliance & Safety: Followed standard procedures, safety protocols, and documentation expectations while supporting passengers and crew.
• Communication: Managed customer questions and service issues with calm, professional communication across diverse travel situations.
• Operational Reliability: Supported punctual, team-based operations where preparation, accuracy, and consistency mattered every day.