Mario Peralta

Tax Associate Bookkeeping @Cbs Financial Cpa, Pa

US

Managed bookkeeping for small business and individual clients, including accounts payable/receivable, bank reconciliations, and general ledger entries-Prepared individual and corporate tax returns (1040, 1120, 1065) and ensured compliance with IRS guidelines- Handled payroll processing and related tax filings (W-2s, 1099s, and quarterly payroll reports)- Generated monthly financial reports (P&L, Balance Sheet) to help clients assess their financial performance- Assisted with tax planning strategies and documentation preparation for audits- Maintained client records, ensured data confidentiality, and responded to client inquiries regarding tax and accounting matters- Used QuickBooks and Excel to manage financial data and prepare reports.