Amanda Maggard

Tax Preparer

Jackson Hewitt

HARDINSBURG , KY

01.2024 - Current

Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
Coordinated with external auditors to provide required tax documentation and support during audits.
Communicated with federal and state tax agencies to obtain best resolution for clients.
Educated clients on the implications of tax laws and their financial decisions.
Used tax form instructions and tables to complete tax forms.
Organized paperwork for efficient review by senior staff members.
Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
Created spreadsheets detailing income sources, deductions, credits, estimated payments.
Reviewed prior year's returns for accuracy and completeness before submitting them.
Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
Identified potential deductions to minimize clients' tax liabilities.
Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
Finalized and processed paperwork with local, state and federal government authorities.
Provided exceptional customer service, addressing client concerns and questions promptly.
Resolved client tax issues by investigating discrepancies and implementing corrective actions.
Conducted research on current trends in taxation law to stay up-to-date with changes.
Liaised between clients and tax authorities such as IRS representatives.
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.