Shari L. Lewis

Prepared annual tax returns, including forms 1120-S, 1040, and schedules C, E, and F, ensuring accuracy for client compliance.

Processed 1099 NEC forms for diverse client portfolios, enhancing compliance with tax regulations.

Executed payroll return processing for multiple clients, supporting timely and accurate payroll submissions.

Executed accounting, payroll, and bookkeeping services to support efficient business operations.

• Conducted monthly bookkeeping and reconciliations for various entities to ensure financial accuracy and integrity.
• Reconciled bank statements with financial reports monthly.
• Completed bookkeeping using Quickbooks Online and Quickbooks Desktop 2024
• Processed payroll and maintained accurate employee records to ensure timely and compliant payroll operations.

Executed bookkeeping for four homeowners and business associations, preparing annual 1120 tax returns to meet regulatory requirements.

• Managed accounts payable and receivable functions to ensure timely transactions.
• Reconciled bank accounts on a monthly basis to maintain accuracy.
• Coordinated payroll processing, ensuring timely employee compensation and compliance with regulations.
• Prepared quarterly tax returns and annual payroll tax submissions.
• Monitored cash flow to ensure adequate funding for smooth business operations.

Utilized accounting software for efficient data entry and transaction tracking.

Developed an organized filing system for financial documents.

• Supported clients in tax preparation and filing to ensure compliance with deadlines.

Calculated and filed monthly payroll, along with quarterly and annual returns, to maintain regulatory compliance.

• Coordinated payroll processing for employees and contractors to guarantee on-time payments.
• Reconciled bank statements, ensuring integrity of financial records.
• Completed monthly bookkeeping for multiple clients to maintain financial accuracy.

Ensured accuracy in all accounting entries and records to uphold compliance.

Managed accounts payable and receivable functions, ensuring timely processing of transactions to support operational stability.

• Reconciled bank accounts on a monthly basis to maintain accuracy.
• Coordinated payroll processing, ensuring timely compensation for employees to maintain workforce satisfaction.
• Prepared quarterly tax returns and annual payroll tax submissions.
• Monitored cash flow to ensure sufficient funding for ongoing business operations and prevent shortfalls.
• Utilized accounting software for efficient data entry and transaction tracking.