Tax Intern · Baker Tilly
Fort Lauderdale, FL
- Leveraged Basis, an AI accounting tool, to accelerate audit and tax work — and led training to implement it across the team.
- Prepared and reviewed tax filings for individuals and entities: LLCs, S-Corps, C-Corps, W-2s, 5471/5472, and 1099s.
- Built and audited P&L statements, balance sheets, and trial balances entirely in Excel to manage the full tax-preparation workflow.
- Advised on high-value estate planning projects, evaluating asset transfers and sales to recommend tax-minimizing strategies.


