Dara Epstein

About Dara Epstein

Dara H. Epstein is a Licensed Finance Professional with over 18 years of experience in financial services, capital markets. Including over 16 years of excellence in the accounting industry. Helping people file their personal & Business taxes. In 2013, Dara obtained her Certificate of Enrollment as an Enrolled Agent for the IRS. Performing all daily, monthly, and annual accounting functions while collaborating with colleagues, contractors, and vendors to guarantee the timely completion of various projects. Excellent Knowledge of Quickbooks, Excel, payroll & returns, sales tax, UltraTax, Drake including client write-up, CFS.\" If it\'s good for business than I am willing to take any flight\" Travel/local & non whenever needed. Immediately take action, always follow through (never procrastinate when it comes to business duties, organization skills a must, the ability to adapt in any situation or surrounding & learn to master system applications/priorities) deliver Notable First-class Customer service and support to clients, colleagues, and executives at all levels via acting as personal liaison to CEO between all parties necessary.

Experience

1. Senior Accountant

   Mauriello Enterprises

   Jan 2026 — Present · US

   A senior accountant & professional tax problem solver, Dara embrace’s the rollercoaster that we call life. Outside the office an animal, music & extreme sport enthusiast. Her passion for finance, accounting & numbers came on the floor of the NYSE over 20 years ago. Achieved Enrolled Agent status in 2013. Becoming a Certified tax resolution specialist in 2014. A proud valued member of NAEA & ASTPS. Recognized by the IRS, contributing to the community. Dara’s accounting and problem solving expertise allows her to crunch the #’s, along with solutions.

Education

• City University of New York-College of Staten Island

  Bachelor of Arts (BA) Candidate, Accounting and Business/Management

Skills

• Banking
• Loans
• Financial Planning
• Series 7
• Ultratax
• General Securities Registered Representative
• Accounting
• Payroll
• Small Business
• Lacerte
• Microsoft Word
• Sales
• Financial Reporting
• Securities
• Drake Tax Software
• Tax Law
• Auditing
• Finance
• Accounts Payable
• Bookkeeping
• Tax
• Strategic Planning
• Trading
• Customer Service
• Series 63
• Account Reconciliation
• Personal Tax Planning
• Marketing
• Corporate Tax
• Social Media
• Leadership
• Quickbooks
• Irs Enrolled Agent
• Negotiation
• Marketing Strategy
• Financial Accounting
• Insurance
• Series 24
• Microsoft Excel
• Financial Services