
Lizzy
US CPA Letter and Tax Return Expert
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Portfolio
Work experience
Senior Tax & Accounting Specialist
Horizon Communications • Full-time
Apr 2018 - Jun 2025 • 7 yrs 2 mos
Prepared and reviewed over 500 individual and business tax returns annually. Assisted clients with tax planning strategies, reducing tax liabilities while maintaining IRS compliance. Generated CPA comfort letters, income verification letters, and financial documentation for mortgage and loan applications. Managed bookkeeping, financial reporting, and account reconciliation for small businesses and entrepreneurs. Improved client tax filing efficiency, resulting in faster processing and increased client satisfaction. Supported eCommerce, real estate, and small business clients with multi-state tax compliance requirements.