ABOUT SUMMARY
A side from my professional background, my personal interests include psychology, neuroscience, language and linguistics, and meditation. I believe that incorporating my personal interests into my work helps me to bring a unique and creative approach to problem-solving.
I am a proactive communicator and a team player, frequently striving to establish healthy relationships with colleagues and clients. My goal is to continue growing and learning in my career, while also making a positive impact in the lives of those around me.
Thank you for taking the time to get to know me a little better. I look forward to connecting and working with you!
EDUCATION
Throughout my education, I have consistently demonstrated academic excellence. My rigorous private catholic and leadership school education provided me with a solid basis in academic and personal development, and prepared me for the challenges and opportunities of higher education and beyond.
I am an educated professional holding a Bachelor’s degree in Accounting with cum laude honors from the University of Maryland. My studies have equipped me with knowledge that can be applied to a wide range of projects and initiatives.
The combination of my family's values and academic experience has instilled in me the significance of continuous learning. I am dedicated to staying current within the accounting profession by participating in professional development activities and obtaining relevant certifications.
I am confident in my ability to apply my education and experience to effectively meet demands, and I am ambitious to bring my skills and knowledge to new challenges and opportunities.
CAREER
During my studies and early career, I have gained hands-on experience in a variety of areas including bookkeeping, tax preparation, and audit services. I have understanding of accounting principles and a commitment to accuracy in my work.
I am driven to obtain my CPA license as soon as possible and eager to apply my knowledge and skills in a dynamic work environment.
As an aspiring CPA, I am committed to a long-term career in accounting and motivated to make positive contributions to the growing accounting profession and to the success of colleagues, clients, and communities.
KUDOS
ACHIEVEMENTS
Tax Projects
Total amount over a 4-year period, comprised of individual (including gift and estate), businesses, amended, and property tax returns. 140 tax returns prepared in 2021; 164 in 2022; 142 in 2023; 150 in 2024.
Audit Projects
Total amount over a 2-year period.
Years of Accounting Experience
1-year in bookkeeping. 4-years in tax services, including audit rotations in between.
FEATURED ONLINE MEDIA
Gerstell Academy First-Ever Commencement Ceremony
SKILLS AND ONGOING EDUCATION
TECHNOLOGY
I am adept in utilizing the following tax software and other tools. Whether it is streamlining processes, ensuring compliance, or promoting innovation, I am eager to leverage my skills and knowledge to yield results.
- Microsoft Office (Excel; Outlook; PowerPoint; Word; TEAMS)
- CCH Prosystem fx (Engagement; Fixed Asset)
- CCH Axcess (Tax; Document; Workflow XCM)
- Quickbooks Online
- Some HTML/CSS; Web Design and Development
CORE SKILLS
Responsibilities in my current tax role:
- Prepare individual, corporate, partnership and other types of returns.
- Perform limited tax research with guidance.
- Handle routine client tax questions and work with clients to collect necessary information for tax return completion and compliance.
- Complete tax related researched and special projects as needed.
- Interface with client personnel to review and apply accounting and tax principles.
- Assist with audit services during audit rotation opportunities.
CPA EXAM PROGRESS
I am eligible for the 4-part CPA exam in Maryland and have fulfilled both the education and work requirements. The focus now is to successfully pass all four parts. The status of my progress will be periodically updated.
CORE 1
CORE 2
CORE 3
DISCIPLINE
HOW CAN I HELP YOU?
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