Sophia joined our firm in January 2023 and while she is currently handling the administrative functions of the firm, she is also one of our accountants. Sophia handles the monthly accounting for our clients, provides sales tax and payroll tax assistance, and assists with other business filings. She also collects all client tax documents, prepares individual tax returns, and advises clients on other tax issues such as PTET (Pass Through Entity Tax) and estimated payments.
Sophia is pursuing a bachelor’s degree in accounting at SUNY Empire State College and intends to obtain her CPA license after graduation.