Years of experience: 6

Customer ServiceCase ManagerHelp Desk SupportAppointment SetterITOffice Administrator

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Heather's Career Path
Internal Revenue AgentJan. 2024 -
Present
Internal Revenue ServiceInternal Revenue Agent
Oklahoma City Metropolitan AreaEmployment Tax Specialists are responsible for examining and ensuring compliance with federal employment tax laws. This role involves auditing businesses to verify proper withholding, reporting, and payment of employment taxes.
AccountantOct. 2023 -
Jan. 2024
OU FEDERAL CREDIT UNIONAccountant
Norman, Oklahoma, United StatesResponsible for managing accounts payable (AP) and accounts receivable (AR) processes, ensuring accurate financial transactions, and maintaining compliance with credit union regulations. Supported financial reporting and reconciliations to sustain the organization's financial integrity.
AccountantJun. 2023 -
Sep. 2023
Casualty Corporation of America, Inc.Accountant
Jones, Oklahoma, United StatesResponsible for managing financial records, regulatory reporting, and compliance for a property and casualty (P&C) insurance company. Ensuring accuracy in financial statements, assisting with premium and claims accounting, and adhering to industry-specific regulations.

Heather's Posts

  • How I can help you

    We provide comprehensive educational services to individuals and businesses on tax laws and employment taxes. Our offerings include workshops and seminars on basic tax concepts and preparation techniques, leveraging our unique insider knowledge from IRS experience.

  • People I am looking for

    Ideal Clients: - Small Business Owners: Payroll tax planning, IRS regulations, audit defense, tax returns. - Self-Employed: Tax filing, planning, audit defense, IRS correspondence. - Individuals: Tax returns, planning, audit defense, complex tax situations.

  • Experience & Cases

    Achievements: - Conducted audits, ensured tax compliance. - Progressed from intern to manager in 5 years. - Balanced caregiving, full-time job, and studies, enhancing efficiency.

  • How to contact

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