Birdie-Louise Evans
Cincinnati
Summary
Detail-oriented Certified Income Tax Preparer with strong skills in income tax preparation and tax software proficiency. Committed to enhancing client financial outcomes through ethical practices and informed advice.
Overview
30
30
years of professional experience
Work History
Certified Income Tax Preparer`
Self Employed
08.2024 - Current
- Prepared and filed federal and state tax returns for individual clients.
- Reviewed financial documents to ensure accuracy and compliance with tax regulations.
- Assisted clients in identifying deductions and credits to minimize tax liabilities.
- Utilized tax preparation software to streamline return processing and improve efficiency.
- Communicated with clients to clarify information needed for accurate tax filings.
- Conducted research on changing tax laws to provide informed advice to clients.
- Maintained organized records of client files for future reference and audits.
- Provided guidance on tax planning strategies to enhance client financial outcomes.
Financial Services Representative
MidFirst Credit Union
01.1996 - 03.2003
- Processed loan applications and ensured compliance with regulations and internal policies.
- Developed marketing materials for financial products, effectively communicating benefits to potential clients.
- Monitored financial markets and trends to provide clients with up-to-date investment advice and strategies.
- Leveraged financial planning software to create scenarios that helped clients understand potential investment outcomes.
- Managed portfolio of high-net-worth clients, consistently meeting and exceeding financial service expectations.
Education
Certificate of Technical Studies - Computer Programming
Butler Tech D. Russel Lee
Hamilton, OH05-1992
Skills
- Income tax preparation
- Federal and state tax returns
- Tax computing
- Deadline oriented
- Client confidentiality
- Tax software proficiency
- Ethical practices
- Mathematical calculations
- Audit support
Timeline
Certified Income Tax Preparer`
Self Employed
08.2024 - Current
Financial Services Representative
MidFirst Credit Union
01.1996 - 03.2003
Certificate of Technical Studies - Computer Programming
Butler Tech D. Russel Lee