Summary
Overview
Work History
Education
Skills
Certification
Volunteer
Timeline
Generic

Kristinia McDaniel

FPO

Summary

Detail-oriented Enrolled Agent with seventeen years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations, and write-ups. Quick to build rapport with clients, leading to long-term business relationships. I am known for my deadline-oriented approach, always delivering on time and exceeding customer expectations. I am adept at quickly assessing customer needs and developing strategic plans, including budgeting, cash flow planning, and projecting, along with teaching financial education to the client.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Enrolled Agent and Senior Tax Manager

Liberty Tax Service
05.2022 - 05.2024
  • I worked at a mid-sized tax preparation firm, handling individual and business tax returns
  • I assisted clients with tax advocacy and resolution with the Home State and Internal Revenue Service
  • I oversaw a sizable team of 30, setting ambitious work productivity goals and implementing strategies that significantly improved our overall workflow
  • I played a crucial role in ensuring tax compliance, meticulously reviewing the work of unenrolled tax preparers to guarantee accuracy and adherence to tax laws before submission to the Internal Revenue Service
  • I provided comprehensive tax planning services for individual clients, navigating complex scenarios such as life changes (e.g
  • Separation from the military, retirement from a civilian job), changes in marital status, dependents, and the establishment of new businesses.

Tax Manager and Sr. Accountant

COVA Accounting and Associates CPA PC
08.2020 - 05.2022
  • I have worked at a mid-size public accounting firm, providing professional accounting services to corporations and individuals
  • I represented clients before the Internal Revenue Service and the state for debt and tax resolution, advocating for them and ensuring compliance with local and federal laws
  • My responsibilities included preparing a variety of tax returns for both federal and state, such as Individual Form 1040 and 1040NR income tax returns, Corporate Forms 1120, 11205, and 1065, and Nonprofit Form 990 income tax returns
  • I prepared Form 706 Gift and Form 1041 tax returns
  • I also conducted bi-annual tax planning, projecting, and forecasting for clients and created and maintained company financial planning, including preparing monthly bookkeeping and financial statements
  • I conducted bi-weekly staff meetings to ensure each staff member met their individual bi-weekly goals.

Tax Accountant

Zuckerman and Associates LTD
06.2019 - 07.2020
  • I worked in a mid-sized public accounting firm to provide professional accounting services for individuals and business clients
  • I provided a full range of services, including income tax preparation, audit support, financial statement preparation, pro forma budgeting, general ledger accounting, and bank reconciliation.

Operations Manager and Tax Accountant

Liberty Tax Service
08.2007 - 06.2019
  • Executed meticulous preparation of individual and corporate tax returns, ensuring accuracy and compliance with all relevant regulations
  • Implemented comprehensive financial management, meticulously tracking expenses, and preparing detailed quarterly and year-end financial statements for corporations
  • Demonstrated exceptional efficiency in managing budgeting and payroll for a diverse portfolio of businesses, overseeing the timely preparation of quarterly and yearly payroll tax returns, W-2s, 1099-MISC, and 1099-NEC
  • I taught a 12-week course on taxation to college students at Northern Community College and George Mason University
  • Oversaw four separate locations, creating weekly scheduling for each area and handling all human resource issues throughout each location, including hiring/firing, disciplinary actions, and healthcare enrollment, while ensuring all appropriate IRS and state-level employment forms were filed
  • Developed employee handbook along with yearly training seminars for employees
  • Created business plans for new companies
  • Created and taught seminars to local real estate agents and businesses
  • Created and executed marketing campaigns to grow the business.

Education

Bachelor's in Business Administration - Management

Saint Leo University, NAS Little Creek Virginia Beach
05.2017

Skills

  • Enrolled Tax Agent (including Tax Advocacy, Tax Resolution, Tax Compliance)
  • Accountant
  • Payroll (preparing payroll through various payroll programs)
  • Management (extensive work experience with managing staff, including hiring and firing)
  • Public Speaking and creating seminars
  • Budgeting for individuals, corporations, and Non-Profits
  • Teaching/Training other employees and clients
  • Human Resources ( including creating employee handbooks, filing employment forms, scheduling to improve workflow, and increasing productivity throughout the company)
  • Tax Planning and Tax Preparation (for individuals, corporations, Nonprofits, Estate Planning and preparation, Gift Tax, and NATO)
  • Cash Flow Planning and Projections for Large Corporations and Nonprofits
  • Tax Software Mastery in various programs

Certification

  • Enrolled Agent with the Internal Revenue Service, 00144721-EA, Present
  • Notary Public of Virginia, 07/29/2021, 07/29/2025
  • National Association of Enrolled Agents

Volunteer

Client Service Assistant and Budget for Babies Instructor, Navy-Marine Relief Society,  NAS Sigonella 

Through my dedicated volunteer service, I have contributed over three hundred hours to support Sailors, Marines, and their families, making a tangible difference in their lives. 

By working closely with Soldiers, Marines, and other Active-Duty Military Branches, I have also provided timely assistance for unexpected and emergency financial needs, fostering a sense of unity and shared responsibility. 

I met with Active Duty members and their families to Prepare budgets, make suggestions, and provide guidance to help them achieve financial stability.

I teach Active Duty members about the value of investing in TSP and overall financial education. 

I Created and implemented the Active Duty Fund Drive and the first-ever Sigonella Softball Tournament.

 As a key trainer and daily collaborator with the Active Duty Fund Drive, I Played a pivotal role in surpassing four consecutive years of donations in 2024 a testament to our collective dedication and hard work.

I speak at the New Sailor, Marines, and their family's orientation.

I wrote the Key Person's letter of appreciation for each command involved in the Active Duty Fund Drive and organized the awards ceremony to honor Key persons involved in the Active Duty Fund Drive.

 As part of my responsibilities, I diligently schedule appointments, answer the phone, make bank deposits, and efficiently oversee the office in the Director's absence ensuring smooth operations and maintaining a high level of service. 

I teach Active Duty members and their families the program budget for babies to help prepare financially for the arrival of their new children.

Timeline

Enrolled Agent and Senior Tax Manager

Liberty Tax Service
05.2022 - 05.2024

Tax Manager and Sr. Accountant

COVA Accounting and Associates CPA PC
08.2020 - 05.2022

Tax Accountant

Zuckerman and Associates LTD
06.2019 - 07.2020

Operations Manager and Tax Accountant

Liberty Tax Service
08.2007 - 06.2019

Bachelor's in Business Administration - Management

Saint Leo University, NAS Little Creek Virginia Beach

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