Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Angela Anderson

Kennesaw,GA

Summary

Analytical professional with a strong background in tax preparation, tax planning strategies, and effective communication. Proven ability to simplify complex tax concepts for clients, ensuring understanding and compliance while minimizing tax liabilities.

Overview

23
23
years of professional experience

Work History

Tax Preparation Consultant

ProtaxHelp4u
Marietta, Georgia
02.2019 - Current
  • Prepare individual and business tax returns for diverse clients.
  • Review financial documents to ensure compliance with tax regulations.
  • Assist clients in gathering the necessary documentation for tax filings.
  • Explain complex tax concepts in simple terms for client understanding.
  • Maintain up-to-date knowledge of changing tax laws and regulations.
  • Calculate estimated taxes owed or refunded based on current laws and regulations.
  • Educate clients so that they would understand their tax liabilities and filing requirements.
  • When necessary, research complex tax issues in order to provide accurate advice to clients.
  • Compile data from a variety of sources, such as W2s, 1099s, bank statements in order to accurately complete required forms.
  • Upon request by the client, conduct audits of previous year's returns.
  • Prepare federal, state, and local tax forms for individuals, corporations, and partnerships.
  • Verify the accuracy of calculations used in preparing returns prior to submission.
  • Analyze financial information provided by clients to determine eligibility for specific deductions or credits.
  • Explain changes in federal, state, or local taxation laws to clients as needed.
  • Provide advice on how to maximize deductions and credits while staying within IRS guidelines.
  • Identify potential deductions and credits that could reduce clients' tax liabilities.
  • Maintain up-to-date knowledge of applicable taxation regulations through continuing education courses.
  • Submit the completed returns electronically or via mail according to established deadlines.
  • Advise clients on how best to minimize future taxes due through proper planning strategies.
  • When requested by the client, respond to state and federal tax notices by preparing written responses or tax return amendments.
  • When necessary, communicate with federal and state taxing agencies regarding various tax related matters.
  • Conduct client interviews to gather necessary documentation and information for tax preparation.
  • Advise clients on tax planning strategies to minimize liabilities and maximize returns.
  • Educate clients on the implications of tax laws and their financial decisions.
  • Prepare and file federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
  • Calculate quarterly estimated tax payments for self-employed clients and small businesses.
  • Manage multiple tax preparation projects simultaneously, ensuring timely completion and filing.
  • Maintain strict confidentiality of client information in accordance with privacy laws and regulations.
  • Resolve client tax issues by investigating discrepancies and implementing corrective actions.
  • Liaison between clients and the IRS and state taxing agencies.
  • Upon request, consult with clients relating to various tax matters (such as tax planning and recommending tax strategies).

Freelancer (Part-time)

Upworks
Remote, GA
04.2011 - Current
  • Managed multiple freelance projects across various industries (mainly in the tax, accounting, and legal arenas)
  • Collaborated with diverse clients to deliver tailored freelance services.
  • Developed engaging written content for diverse platforms and audiences.
  • Utilized project management tools to track progress and deadlines.
  • Communicated effectively with clients to ensure alignment on expectations.
  • Edited and revised content for clarity, grammar, and style consistency.
  • Adapted quickly to changing client needs and project scopes.
  • Created content for various websites, blogs, and social media accounts.
  • Identified needs of customers promptly and efficiently.

Tax Preparation Consultant

ABCI Inc.
Los Angeles, California
02.2002 - 05.2016

**SAME EXPERIENCE LISTED FOR PROTAXHELP4U**

Education

BBA - Business Accountancy

DePaul University
Chicago, IL
06-1987

Skills

  • Tax return preparation
  • Tax compliance auditing
  • Tax planning strategies
  • Tax regulations research
  • Financial document analysis
  • Client relationship management
  • Effective communication
  • Problem solving
  • Attention to detail
  • Time management
  • Client education
  • Tax credits and deductions
  • Accounting principles
  • Tax compliance
  • Financial forecasting
  • Tax law expertise
  • Tax planning
  • Journal entries
  • Tax dispute resolution
  • Tax advisory services
  • Sales and use tax
  • State and local taxes
  • Accounts receivable
  • GAAP
  • Corporate taxation
  • Bank reconciliation
  • Income taxation
  • Financial statement preparation
  • General ledger maintenance
  • Expense tracking
  • IRS regulations
  • Tax software proficiency
  • Tax return review
  • Partnership taxation
  • Cash flow management
  • Document preparation
  • Virtual tax interviews
  • Tax reporting
  • Business taxation
  • Individual returns preparation
  • Data gathering
  • State tax regulations
  • Tax-related research
  • Mathematical calculations
  • Direct IRS filing
  • Regulatory compliance
  • Account reconciliation

Affiliations

  • Photography
  • Writing (Creative, article, technical and business)
  • International and domestic travel

Timeline

Tax Preparation Consultant

ProtaxHelp4u
02.2019 - Current

Freelancer (Part-time)

Upworks
04.2011 - Current

Tax Preparation Consultant

ABCI Inc.
02.2002 - 05.2016

BBA - Business Accountancy

DePaul University