Summary
Overview
Work History
Education
Skills
Timeline
Generic

Annie Haynes

Emeryville,CA

Summary

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

San Francisco State University
Annie Haynes