Successful tax professional focused on performance, customer service and compliance. Offering over20 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.
Overview
22
22
years of professional experience
Work History
Tax Professional
Annie Taxes
Emeryville, CA
01.2001 - Current
Completed and filed returns with tax departments at local, state and federal levels.
Contacted IRS or other relevant government organizations 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.
Delivered comprehensive tax documentation required for accurate individual and corporate returns.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
Offered clients recommendations to reduce tax liabilities.
Prepared written responses or tax return amendments to resolve state and federal notices.
Facilitated communication between clients and tax authorities.
Facilitated integration of modern tax software with client accounting software.
Prepared US, multistate and international tax returns for business clients.
Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Provided information about available products and services to clients, resulting in increased business opportunities.
Education
Bachelor of Science - Accounting And Business Management
San Francisco State University
San Francisco, CA
05.1978
Skills
Tax code knowledge
Mathematical calculations
Tax return preparation
IRS correspondence
QuickBooks proficiency
Payroll familiarity
Financial statements expertise
Tax reporting
Liabilities mitigation
Tax law compliance
Deductions listing
Relationship building
Financial Management
Interpersonal strengths
Filing system management
Bookkeeping
Timeline
Tax Professional
Annie Taxes
01.2001 - Current
Bachelor of Science - Accounting And Business Management
Exceptional Student Education Teacher at Annie Lucy Williams Elementary SchoolExceptional Student Education Teacher at Annie Lucy Williams Elementary School