NERWUIN A. ECHEVERRIA

- Prepare and review corporate and partnership tax returns, including Forms 1065, 1120S, and 1120 using TaxAct software .

- Analyze financial statements and ensure compliance with federal and state tax regulations.

- Communicate directly with clients in English and Spanish, gathering documentation and explaining tax positions.

- Utilize tax software and accounting systems to prepare accurate returns and maintain organized records.

- Stay current with tax law changes affecting corporations, partnerships, and small businesses.

- Maintain strict confidentiality and professional ethics while managing multiple client files independently.

- Use accounting platforms such as QuickBooks and Xero for bookkeeping, GL reconciliation, and financial reporting.

- Prepare individual and business tax returns using Drake Tax (1040, 1065, 1120, 1120‑S, 990).

- Perform full‑cycle bookkeeping in QuickBooks Online, including transaction classification, journal entries, and account adjustments

- Complete monthly bank reconciliations and maintain accurate financial records for multiple clients.

- Assist with payroll processing and expense tracking.

- Monitored stock levels, product movement, and sales trends to support purchasing decisions.

- Forecasted inventory needs across multiple flooring product categories.

- Organized and maintained product displays according to company standards.

June 2021 - April 2023

- Oversaw daily operations and managed customer service activities.

- Entered service requests into company systems to ensure accurate scheduling and keeping.

- Processed service transactions with accuracy and efficiency

- Resolved customer concerns to maintain satisfaction and repeat business.