Executive Office Archives | Taxgoddess.com

Montana Alvidrez

April 4, 2024
Shauna Wekherlien

Montana is based in Phoenix Arizona and studied Marketing at Arizona State University. Montana brings 8 years of experience as a personal and executive assistant and is focused on working hard for her future. With a passion for helping others,…

Adebunmi Oyewale

April 4, 2024
Shauna Wekherlien

Adebunmi is based in Nigeria and holds a Bachelor of Science in Tourism Studies from the prestigious National Open University of Nigeria, an Advanced Diploma in Air Ticketing/Reservation from the International School of Aviation (ISA, Lagos Nigeria), and an Honors…

download transactions / input by hand as needed
categorize the transactions
reconcile & balance the accounts (bank, credit cards, loans)
input all payroll information
reconcile payroll accounts, payments, withheld taxes, etc.
review client monthly correspondence for outstanding items / other questions
review client draw account for business expenses
review business expenses for client draws
allocate meals properly between deductible / non-deductible portions
allocate all items to “classes” if function use in the files
allocate all items to various states if multi-state entity
split other tax specific items (depreciation, amortization, interest, accruals, etc.)
compare to previous month in last year for issues
compare to previous month in current year for issues
review for tax changes needed (raise wages, decrease wages)
review for new asset purchases & properly classify
prepare internal workpapers for audit backup if ever necessary
prepare sales tax & file (if applicable)
review need for 1099’s / w-9’s from contractors – request from client
review against overall tax projections (if applicable) to ensure we are “on track”
Analyze any “over arching” issues (audit flags, etc)
review by senior bookkeeper
review by CPA
send final “all OK” or “need changes” email to client.

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Executive Office

Montana Alvidrez

Adebunmi Oyewale

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Tax Goddess Business Services, P.C. - All rights reserved.

Copyright ©

2025

Tax Goddess Business Service, P.C.

-All rights reserved

602-357-3275

info@taxgoddess.com

Mon - Fri: 9am - 4pm (AZ)

COMPANY

QUICK LINKS

SOCIAL LINKS

Copyright ©

2025

Tax Goddess Business Services, P.C. - All rights reserved.

Copyright ©

2025

Tax Goddess Business Service, P.C.

-All rights reserved

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