Teams at Jonathan W. White, CPA, PLLC

Provide administrative and bookkeeping support to firm owners: run errands, manage calls/mail/scheduling, process and assemble tax returns and organizers, prepare engagement letters and correspondence, maintain databases and spreadsheets, learn full-cycle bookkeeping, and perform duties assigned by administrators and managers.

Manage full-cycle accounting for 25-30 monthly clients: enter and classify data, reconciliations, fixed asset tracking, journal entries, prepare financial statements, payroll and tax returns, W2/1099 reporting, client communication, and support tax/ad-hoc projects.

Plan, prepare, review federal and state individual and business tax returns (including multi-state), perform complex tax research and strategic planning, support audits, provide proactive client advisory services, and manage tax projects and client relationships.