Kaylee Helzer - Accountant / Tax Specialist, KM Squared Enterprises

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Work Background

KM Squared EnterprisesOwner

May. 2023United States

Saenz Financial Services LLCCPA

Jan. 2022 - Jun. 2025

Kalcevic Farms IncAccounting Bookkeeper

Nov. 2018 - Nov. 2021Responsible for Accounts Payable and Accounts Receivable both internal and external, chemical and grain inventory tracking, management of Quickbooks data, preparing content for monthly manager meetings and board of director meetings, monthly reconciliations of bank accounts, credit cards, and grain marketing accounts, gathering and submitting data for financial statements and tax returns, reviewing financial statements and tax returns, and delegating various duties to office staff. Responsibilities include: -Daily grain hauling ticket and harvest information entry -Daily invoice and credit card receipt entry -Daily entry of chemical deliveries -Daily entry of chemical applications -Weekly entry of deposits and remote deposit capture -Weekly cash analysis -Weekly bill payment -Monthly cost analysis by department via spreadsheet entry and chart creation -Monthly cash analysis via spreadsheet entry and chart creation -Monthly depreciation analysis -Quarterly intercompany billing cycle -Quarterly interest and loan payments -Annually Chattel Margin analysis submitted to the bank -Annually review tax returns and financial statements

JBSSenior Tax Accountant

Jun. 2017 - Oct. 2018Greeley CO

UDR, IncSenior Tax Analyst

Mar. 2016 - Jun. 2017Responsible for the preparation and review of federal and state tax returns, quarterly filing of state withholding taxes, tracking and responding to state and federal notices, and all other compliance for taxable entities. •Responsible for organizing and tracking certified mailings, mailing partner K-1 packages, responding to partner inquiries, and assisting in various administrative tasks.

American Legion Post 180Bartender

Jan. 2015 - Jan. 2017Responsible for tending bar on assigned shifts, picking up shift on short notice when there are events at the hall, and volunteering to pick up shifts when another bartender needs to be covered. •Responsible for keeping inventory, stocking the bar at the end of shifts, cleaning the bar at the end of the night shift (all areas of the bar, including bathrooms), and closing cash drawers. •Serving customers and maintaining order and composure among customers on busy nights, so as to not disturb the atmosphere for other customers.

PricewaterhouseCoopersExperienced Tax Associate

Jul. 2013 - Mar. 2016Responsible for the preparation and review of federal and state tax returns for real estate investment trusts, real estate operating partnerships, private equity- backed oil and gas partnerships, private equity partnerships, upstream oil and gas software partnerships, farm and ranch partnerships, and high net worth individuals. •Responsibilities include preparing and reviewing quarterly estimates and extensions; responsible for preparation and calculation of M-1 adjustments, allocations under section 704(c) of depreciation and built-in gains on contributed assets, and section 1031 Like-Kind Exchanges; determine allocations of income based on targeted capital; calculate tax basis of contributed assets in a large farm purchase; document accounting method changes and file appropriate forms •Continually improve technology skills; proficient in performing complex Excel formulas, designing efficient and effective PowerPoint presentations, and using detailed Word review tools; knowledgeable in GoSystems/InSource tax software; use several different firm technologies such as TRACK, OneSource Tax Provision, and RPM (K-1 Software) •Researched foreign FBAR filing requirements and Form 114 updates; presented findings to entire local tax group •Performed year-end audit at a client; worked on site with client personnel; gathered data to test internal controls around fixed assets, payroll, and accounts payable •Participate on several internal committees; mentor college students as well as interns; teach introductory courses to new hires; attend college recruiting events

FirstCity Financial CorporationAccounting Intern

Jan. 2011 - May. 2011Responsibilities included maintaining quarterly financial statements; performing monthly, quarterly, and year end bank reconciliations; executing complex excel formulas

American Legion Ladies AuxiliaryFirst Vice President

Jan. 2008 - Nov. 2018responsible for reporting and maintaining membership and recruiting new members to meet state and national requirements •Organize and participate in various community events, fundraisers, and gatherings – collect donations for community members, help families in need, and support military members both veterans and active duty Susan G. Komen 3 Day Walk Participant November 2014 Alpha Kappa Psi Professional Business Fraternity; Responsible for maintaining and reporting membership

Helzer Farms IncFarm Hand

Jun. 2002Responsibilities include assisting with year-end tax return preparation; performing monthly bank reconciliations; entering farm income and expense data into QuickBooks •Responsible for operating farm vehicles and machinery to assist during harvest; performing manual and physical farm labor; maintaining clean and clear farm grounds