Enthusiastic Tax Accountant experienced in personal tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 9 years of industry expertise.
Overview
12
12
years of professional experience
Work History
Owner
AG Tax Group Inc.
01.2019 - Current
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared written responses or tax return amendments to resolve state and federal notices.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Completed and filed over a 125Tax returns to the IRS and NYS
Streamlined the tax filing process for clients by implementing effective organization and documentation methods.
Assisted clients in achieving maximum savings with expert knowledge of current tax laws and regulations.
Tax Professional
Liberty Tax Service
01.2012 - 04.2017
Completed and filed returns with the IRS & NYS
Contacted IRS on behalf of client to address issues related to tax self-preparation.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Assistant Relationship Manager at Credit Suisse AG Singapore Branch, UBS AG GroupAssistant Relationship Manager at Credit Suisse AG Singapore Branch, UBS AG Group
Bookkeeper & Property Manager at The Buller Group LLC (formerly Marjam Supply Co.)Bookkeeper & Property Manager at The Buller Group LLC (formerly Marjam Supply Co.)