Summary
Overview
Work History
Skills
Timeline
Generic

Suzanne Copenhaver

Sun City

Summary

Accomplished in tax preparation and bookkeeping, I elevated client satisfaction at DL&A Accounting through meticulous income tax services and effective client communication. Expert in QuickBooks and adept at account reconciliation, With Wyoming Horseracing I currently manage over $1.7 million in racing purse funds annually, showcasing my ability to handle complex financial tasks with precision and professionalism.

Overview

20
20
years of professional experience

Work History

Horsemans Bookkeeper

Wyoming Horse Racing LLC
01.2005 - Current
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Inspected account books and recorded transactions.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Maintained and processed invoices, deposits, and money logs.
  • I work directly at the race track for 8 weeks a year in the summer for the live event . I am in charge of all racing purse funds deposits, payouts and reconciliation of approx 1.7 million per year
  • Throughout the year I am responsible for maintaining and reconciling the Horsemen's Bookkeeper bank account.

Senior Staff Accountant/ Tax Preparer

DL&A Accounting
12.2006 - 12.2024
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Assessed client tax situations to determine best filing options.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Analyzed financial records to verify accuracy of tax returns.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
  • Responded to inquiries from IRS and other tax authorities.
  • Calculated estimated tax payments for clients.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Updated general ledger with latest entries.
  • Completed year-end closing processes with controllers and external auditors.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
  • Prepared monthly journal entries and reconciliations.
  • Reconciled accounts and created documents for monthly closure procedures.

Skills

  • Income tax preparation
  • Document preparation
  • Local, state, and federal tax returns
  • Client communication
  • Data gathering
  • Bookkeeping expertise
  • Account reconciliation
  • QuickBooks proficiency
  • Payroll processing

Timeline

Senior Staff Accountant/ Tax Preparer

DL&A Accounting
12.2006 - 12.2024

Horsemans Bookkeeper

Wyoming Horse Racing LLC
01.2005 - Current

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Suzanne Copenhaver