Freola Belle M. Bernardo

 I have been working as a U.S. Tax Preparer for more than 3 years now. I have experience preparing and reviewing various returns such as Individual, Partnership, S Corporation, and C Corporation returns, as well as handling Sched C, E, F, FBAR, and expatriate tax 

I also supervise a team and oversee the entire tax preparation process—from gathering client documents and preparing working papers, adjusting entries, retained earnings rollforward, reconciliation of payroll, M-1 and M-2 schedules. I communicate directly with clients, especially when there are missing open items or there is a specific questions that need to be addressed.

I’m highly proficient in several tax software programs such as CCH Axcess, ProConnect, Lacerte, Drake, UltraTax, and ProSeries. For workflow and documentation management, I regularly use platforms like TaxDome, Canopy, and ClickUp