Jose Morales’s Info
Mr. Morales has been preparing tax returns since 2010 and working in accounting as a bookkeeper since 2004.
Presently, Mr. Morales performs tax services for 123USTaxes.com. Mr. Morales focuses primarily on income tax issues and manages our Spanish speaking accounts.
Also, Mr. Morales works with ClientsBooks.com. With ClientsBooks.com, Mr. Morales performs bookkeeping services in the following areas: accounts receivable, accounts payable, bank reconciliation, bank deposits, writing checks, entering bank statements and credit cards transactions, doing data entry, organizing clients’ documents, and converting clients from paper filing systems to digital filing systems. Also, Mr. Morales provides bookkeeping services related to our real estate clients and property managers. In addition, Mr. Morales is response for marketing and account management of our Spanish speaking clients.
In addition to working with ClientsBooks.com, Mr. Morales works for Spartacus Appraisals, Inc. and Cream Investments where he performs bookkeeping and property management services including the following: collecting rents, paying bills, managing mortgage payments, dealing with governmental entities, maintaining tenant relations, preparing financial statements, and assisting with preparing appraisal reports.
Prior to ClientsBooks.com, Spartacus Appraisals, Inc. and Cream Investments, from 2004 thru March 2009, Mr. Morales worked for Beverly Hills Chiropractic Center as an administrative assistant. He performed bookkeeping and general office duties including the following: greeted patients, collected patient’s personal and insurance information, verified insurance coverage, prepared and maintained medical files, collected payment, processed credit card transactions, obtained medical diagnosis from doctors, prepared medical bills, performed accounts receivables functions, scheduled and confirmed patient-doctor appointments, answered multi-line phones, screened calls, sorted legal documents, answered patient’s inquiries, order office supplies, maintained vendors’ relations, maintained medical inventory, prepared bank deposits, and kept office neat and clean.
Prior to Beverly Hills Chiropractic Center, from 1999 thru 2005, Mr. Morales worked in the food service industry for various companies including Tony Romas Restaurant, Inc., Beverly Hills Country Club, and Acapulco Restaurant in various positions from waiter to cook. While in the food service industry, Mr. Morales has serviced and prepared meals for guest of varying backgrounds. It was in the food service industry that Mr. Morales learned his excellent customer service skills that our clients at 123USTaxes.com benefit from on a daily basis.
In 2008, Mr. Morales earned his Associate of Science in Accounting from Glendale Community College in Glendale, CA.
Mr. Morales skills and talents includes: use of QuickBooks, PeachTree, MS Office Software, property management, bookkeeping, strong verbal and written communication in both English and Spanish.
On the personal side, Mr. Morales lives in Los Angeles with his lovely wife, daughter, and “very little” dog. In his free time, Mr. Morales enjoys spending time with his family, cooking, and bike riding.