2012
Bachelor of Science in Industrial Engineering
Pamantasan ng Cabuyao
More Info About Me
I am a highly effective virtual assistant who thrives on learning and adapting to new skills and software effortlessly. With a natural curiosity and eagerness to grow, I actively seek out experiences that broaden my knowledge and allow me to learn from others. My passion for excellence drives me to deliver exceptional results in every task I undertake. As a dedicated and hardworking individual, I am committed to exceeding expectations and contributing to the success of any project or team. With my strong work ethic and adaptability, I am well-equipped to tackle challenges head-on and consistently strive for excellence in all that I do
My Skills and Competencies
Bookkeeping
File Conversion
CRM Management
File Organization
E-mail Management
Data Entry
Tax Preparation
Certificates
My Experience and Education
Jan 2023
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2024
Tax Cash Inc.
(Tax Preparer)
Encode all the details from different tax forms to MyTaxPrepOffice Tax Software
Maximizes return by adjusting in Schedule C
E-file a return
Fixes return rejection
Amends return
Create folder and Organize docs of each client in Google Drive
Communicate with client thru email or text regarding their tax concerns and tax update
Feb 2021
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Nov 2023
Goldmine Tax and Business Solutions
(Tax Preparer)
Prepares a hundred or more return per tax season
Inputs the details of different tax forms in tax software to create a 1040 and other tax form
Gathering/organizing and accurately entering customer data in the federal and state tax returns for review
Amends Return
Summarize the data using Google sheet
Collects data from one software and summarize
Communicate directly with the customer using CRM
Feb 2021
-
Nov 2023
Goldmine Tax and Business Solutions
(Admin Assistant)
Process PPP loans for Small Business Owners
Handles confidential documents of clients
Process/billing invoices
Do customer support using CRM
Updates clients thru text and e-mail
Do bookkeeping for clients
Do admin task
My Services
Administrative Assistance
Calendar Management, E-mail management, Organize folders, Google docs.
Data Entry / Web Researcher
Search the Internet for information on a wide variety of topics.
Tax Preparer
Encodes all tax forms in the software, creates Sched C, transmit return, amends return.
Testimonials
Hakiim Herring
"Mary is one of the BEST freelancers that I have ever worked with. Her commitment to getting the job done is unmatched. Mary is a quick learner, and ready to take the initiative. She came as a blessing! She would be a great addition to your team. I truly look forward to working with Mary again in the future!"
Ovedia Parker
"You've done an AMAZING job with us and lord knows how ya been a Great help for me"