Apphia W

Freelancer

Various CPA Firms • Indépendant

Jan 2017 - Present • 9 yrs 4 mos

Responsible for delivering high-quality tax preparation and client- facing tax advisory services within a collaborative team environment. This role involves preparing individual and business tax returns, conducting detailed accounting work to ensure accuracy and compliance, and supporting clients with proactive tax planning throughout the year. Works closely with team members to streamline processes, resolve complex tax questions, and provide an exceptional client experience through clear communication, strategic guidance, and reliable financial insight.

Tax Associate

The Williams Tax & Consulting Agency • Indépendant

Jan 2017 - Present • 9 yrs 4 mos

Manage end-to-end preparation and amendment of individual, business, and payroll tax filings, including complex multi-state tax and payroll requirements. Lead payroll tax notice resolution and compliance efforts, oversee S-Corp payroll operations, and maintain accurate monthly bookkeeping to support effective financial reporting and tax planning.