Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
DEBRA MCDANIEL

DEBRA MCDANIEL

Woodstock

Summary

High-performing Tax Preparer proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.


Detail-oriented Bookkeeper with financial reporting and regulatory compliance expertise. Managed bookkeeping services for 35 private clients and consistently adhered to complex standards. Exceptional bookkeeping, reporting and communications skills enabled impressive results.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Lead Tax Preparer, Bookkeeper

Thomas E Dannemiller Jr, CPA
08.2016 - Current
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Input financial data and produced reports using Quickbooks.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.

Lead Tax Preparer, Bookkeeper

Cambrean CPAs
07.2024 - 04.2025
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.

CEO

Scubaccountants, LLC
01.2002 - 05.2016

General Manager and Lead Tax Preparer for 3 fast paced tax franchise offices. Accountable for over 50 offices in the Atlanta DMA including overall customer satisfaction.
Developed new marketing strategies.
Traveled to other metropolitan area as guest speaker and motivator.
Responsible for training new franchisees and helping them launch their new businesses.
Acted as Liaison between Franchisees and the Corporate office in Virginia Beach.

Education

Associate of Science - Nursing

Purdue University
West Lafayette, IN

BBA - Business Administration

Norfolk State University
Norfolk, VA

Skills

  • Bookkeeping proficiency
  • Individual returns preparation
  • Client communication
  • Tax law knowledge
  • QuickBooks proficiency
  • Accounting principles

Accomplishments

Department of Defense-Georgia Commendation Medal September, 2013


Georgia National Guard-Outstanding Service Award 2011, 2012, 2013


Liberty Tax- 10,000 tax returns award 2013, 2014, 2015


Certification

Notary Public - Current


Certified Rescue Diver, Master Scuba Diver- PADI, SSI and SDI.


Current on AED, CPR, Oxygen Provider, Advanced First Aid and Basic Life Support

Timeline

Lead Tax Preparer, Bookkeeper

Cambrean CPAs
07.2024 - 04.2025

Lead Tax Preparer, Bookkeeper

Thomas E Dannemiller Jr, CPA
08.2016 - Current

CEO

Scubaccountants, LLC
01.2002 - 05.2016

Associate of Science - Nursing

Purdue University

BBA - Business Administration

Norfolk State University
DEBRA MCDANIEL