High-performing tax preparer proficient at preparing complete and accurate tax returns. Excellent planning, problem-solving and decision-making strengths. Detail-oriented Bookkeeper well versed in payroll, tax reporting among other functions. Currently seeking an opportunity in an organization where my knowledge and experience would contribute to the goals of the organization.
Hi, I’m
Ana (Adabel) Rodriguez
Tax Preparer And Book Keeper
Charlotte,NC
Summary
Overview
4
years of professional experience
2
years of post-secondary education
Work History
Independence Tax ServiceCharlotte, NC
Accountant
01.2019 - 04.2023
Job overview
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Completed daily cash functions like account tracking, payroll and wage allocations and banking reconciliations.
- Prepared, paid and filed tax forms to meet needs of customers.
- Creation of financial reports including balance sheets and income statements (profit and loss).
- Used QuickBooks software to prepare documents and reports.
- Registered multiple companies with the secretary of state in North Carolina and obtained their EIN.
Independence Tax ServiceCharlotte, NC
Tax Preparer
01.2019 - 04.2023
Job overview
- Offered clients recommendations to reduce tax liabilities.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Identified potential audit red flags to minimize risk of IRS audits.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Utilized tax software to prepare returns and meet deadlines.
- Responded to inquiries from IRS and other tax authorities.
- Facilitated communication between clients and tax authorities.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Completed over 150 tax returns per year.
Education
Mallard Creek High SchoolCharlotte, NC
High School Diploma
08.2011 - 01.2014
University Overview
Central Piedmont Community CollegeCharlotte, NC
from Public Notary
06.2015 - 06.2015
University Overview
Skills
Payroll familiarity
Timeline
Accountant
Independence Tax Service
01.2019 - 04.2023
Tax Preparer
Independence Tax Service
01.2019 - 04.2023
Central Piedmont Community College
from Public Notary
06.2015 - 06.2015
Mallard Creek High School
High School Diploma
08.2011 - 01.2014
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