Manage full-cycle bookkeeping for individuals or businesses using QuickBooks Online. Record and categorize transactions, reconcile bank and credit card accounts, and maintain accurate ledgers. Handle AP/AR, invoicing, billing, and payroll entries. Prepare monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow). Maintain organized digital financial records. Prepare and file U.S. federal and state tax returns (individual and business). Complete quarterly estimated tax payments and payroll/sales tax filings. Review financial data for U.S. tax law compliance. Assist with tax planning strategies. Communicate with clients or team members regarding missing documents or tax questions.