Andrew Rothenberg

Tax Preparer

H&r Block Tax Svc

12.1999 - Current

Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Analyzed financial records to verify accuracy of tax returns.
Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
Increased client satisfaction by providing accurate and timely tax preparation services.
Assessed client tax situations to determine best filing options.
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.
Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Maintained compliance by adhering to current tax laws and regulations.
Educated clients on tax planning strategies, helping them save money in future years.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
Reduced errors through meticulous review of financial documents and double-checking calculations.
Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
Researched complex tax issues utilizing online resources and professional tax software.
Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
Assisted in resolving complex tax issues, strengthening client relationships and building trust.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
Offered clients recommendations to reduce tax liabilities.
Conducted thorough research to identify potential deductions and credits for clients, maximizing their returns.
Identified potential audit red flags to minimize risk of IRS audits.
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.