
Sofia H
Kompetenzen

Meine Dienstleistungen


Arbeitserfahrung
Certified Public Accountant (CPA), Tax & Compliance Specialist
Apex Financial & Tax Consultants
Aug 2021 - Jun 2025 • 3 yrs 10 mos
Provide full-service federal and state tax preparation for individuals, LLCs, S-Corps, partnerships, and multi-entity businesses. Handle complex multi-state filings, tax planning, and compliance reviews. Prepare financial statements, P&L, balance sheets, and audit-ready reports. Deliver CPA letters, attestation, income verification, and lender-required documentation. Support clients with amendments, IRS notices, and year-round compliance.
Keystone Business Services
7 yrs 4 mos
Senior Tax Accountant
Jan 2015 - Sep 2018 • 3 yrs 8 mos
Managed tax filings for individuals, small businesses, and startups. Conducted in-depth deductions review, financial analysis, estimated tax planning, and compliance checks. Assisted clients with bookkeeping cleanups, business registration documentation, and annual filings. Led preparation of amendments, corrections, and audit-support packages.
Corporate Compliance & Reporting Associate
Jan 2015 - Sep 2018 • 3 yrs 8 mos
Supported business registration, annual compliance filings, and LLC documentation. Prepared financial statements, solvency letters, net-worth statements, and compliance reports. Coordinated with business owners to meet reporting deadlines and maintain state/federal requirements. Skills: Compliance, Reporting, LLC Documentation, Financial Reports Industry: Corporate Services / Compliance