Beverly Crutcher
Memphis,TN
Summary
- Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
- Detail-oriented Tax Preparer with 13 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
- High-performing Tax Preparer proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.
- Efficient and familiar with local, state and federal tax law. Expertise includes developing individualized client strategies and reviewing financial statements. Proficient in tax software.
- Enthusiastic Tax Professional experienced in local & state tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 13 years of industry expertise.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
12
12
years of professional experience
Work History
Tax Preparer
Self Employed Services
01.2012 - Current
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- 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.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Maintained compliance by adhering to current tax laws and regulations.
- Offered clients recommendations to reduce tax liabilities.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Analyzed financial records to verify accuracy of tax returns.
- Researched complex tax issues utilizing online resources and professional tax software.
- Identified potential audit red flags to minimize risk of IRS audits.
- Utilized tax software to prepare returns and meet deadlines.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Responded to inquiries from IRS and other tax authorities.
Education
Bachelor of Science - Building And Property Maintenance
Independence University
Salt Lake City, UT09.2017
Associate of Applied Science - BUSINESS OFFICE MANAGEMENT
REMINGTON COLLEGE
Memphis, TN08.2013
Bachelor of Science - Business Administration And Management
Bethel College
Hampton, VA06.2008
Skills
- Regulatory Compliance
- Records Management
- Data Gathering
- Bookkeeping
- Document Preparation
- Tax Law Compliance
- Tax Return Preparation
- Tax Reporting
- Filing System Management
- Organizational Abilities
- Data Inputting
- Quality Improvement
- Legal Research
- Information Processing
- Verbal/Written Communication
- Payroll Familiarity
- Relationship Building
- Tax Code Knowledge
- Organization Skills
- Year-End Tax Provision Proficiency
- Interpersonal Strengths
- Local, State, and Federal Tax Returns
- Mathematical Calculations
Accomplishments
- Reduced errors 100% by establishing quality assurance standards.
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Improved team efficiency by implementing key process adjustments.
- Maintained 90% client retention rate year-over-year.
- Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
- Completed more than 10 individual tax returns during 2022s tax season.
- Saved clients average of hundreds of dollars by uncovering additional deductions.
- Achieved positive results by completing all tasks needed with accuracy and efficiency.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Tax Preparer
Self Employed Services
01.2012 - Current
Bachelor of Science - Building And Property Maintenance
Independence University
Associate of Applied Science - BUSINESS OFFICE MANAGEMENT
REMINGTON COLLEGE
Bachelor of Science - Business Administration And Management
Bethel College
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