Summary
Overview
Work History
Education
Skills
Timeline
Generic

BRENDA Bentley

Winston

Summary

Licensed Tax Consultant with extensive expertise in tax preparation and client advisory services, achieving high client satisfaction through tailored solutions and meticulous compliance. Demonstrated proficiency in streamlining processes and implementing advanced tax software tools to enhance efficiency and accuracy. Proven ability to handle complex tax scenarios and optimize financial outcomes for clients with a focus on detailed analysis and precision.

Overview

39
39
years of professional experience

Work History

Licensed Tax Consultant/ Resident Consultant

H & R Block Tax Services
09.2024 - Current
  • Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
  • Streamlined tax preparation process for increased efficiency and accuracy.
  • Educated clients about the impact of life events on their taxes, helping them make informed decisions.
  • Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning.
  • Identified discrepancies in client records that could trigger audits or result in missed deductions or credits.
  • Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
  • Reduced client tax liabilities by identifying applicable deductions and credits.
  • Advised clients on best practices for maintaining compliance with changing tax regulations, avoiding costly penalties.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Utilized tax software to prepare returns and meet deadlines.

Licensed Tax Consultant

Liberty Tax
01.2020 - 08.2024
  • Interview clients to understand tax needs, ensuring accurate and timely tax preparation.
  • Assess personal tax situations, providing tailored advice for optimal tax benefits.
  • Prepare and file taxes, achieving client satisfaction and compliance with regulations.
  • Conduct in-depth client interviews, assess complex tax needs, and prepare accurate returns, ensuring compliance with evolving tax regulations.
  • Streamline tax preparation processes, reducing client wait times and improving overall satisfaction while maintaining high accuracy standards.
  • Guide clients through intricate tax situations, offering tailored advice and solutions to optimize their financial outcomes.
  • Meticulously review tax documents, identify potential deductions, and ensure error-free filings to minimize audit risks for clients.
  • Implement new tax software tools, enhancing efficiency and enabling more comprehensive analysis of complex tax scenarios.
  • Analyze complex tax scenarios, providing tailored solutions to optimize clients' financial outcomes while ensuring full regulatory compliance.
  • Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
  • Provided expert guidance to clients during audits, minimizing potential penalties and interest charges.

Self-Employed

City Barber Shop
03.2009 - 09.2017
  • Listened to clients' needs, styled hair, and ensured customer satisfaction, enhancing repeat business.
  • Handled financial transactions accurately, maintaining a 100% error-free record.
  • Managed accounts payable, ensuring timely payments and maintaining vendor relationships.
  • Developed and executed advertising strategies, increasing customer footfall.
  • Maintained cleanliness by sweeping, mopping, and waxing floors, ensuring a welcoming environment.
  • Managed diverse clientele, delivering personalized hair services while maintaining financial records and overseeing facility maintenance to ensure customer satisfaction.
  • Implemented targeted advertising strategies to attract new customers, while efficiently handling monetary transactions and accounts payable processes.
  • Demonstrated meticulous attention to detail in hair cutting and styling, actively listening to client preferences to exceed expectations.
  • Fostered a welcoming environment through attentive customer service, while maintaining pristine shop conditions through regular cleaning and maintenance.
  • Anticipated and adapted to evolving hair trends, continuously refining techniques to provide cutting-edge styles and maintain a loyal customer base.
  • Maintained impeccable financial records and accounts payable processes, ensuring error-free transactions and fostering strong vendor relationships.

Finance Specialist

US Army
01.1986 - 01.1990
  • Handled phone communications and cash transactions, ensuring precise financial operations and customer satisfaction.
  • Managed financial transactions, achieving error-free cash handling and high customer satisfaction.
  • Oversaw phone communications and cash handling, ensuring accurate financial processes and client contentment.

Education

Licensed Tax Preparation Course -

Liberty Tax School
Roseburg, OR
12.2019

Cosmetology Degree - Barbering

Licensed Tax Consultant - undefined

10.2001

Skills

  • Corporate taxation proficiency
  • Excise tax management
  • Tax software proficiency
  • Property tax administration
  • Tax credits and incentives
  • Tax research
  • Tax compliance expertise
  • Tax return filing

Timeline

Licensed Tax Consultant/ Resident Consultant

H & R Block Tax Services
09.2024 - Current

Licensed Tax Consultant

Liberty Tax
01.2020 - 08.2024

Self-Employed

City Barber Shop
03.2009 - 09.2017

Finance Specialist

US Army
01.1986 - 01.1990

Cosmetology Degree - Barbering

Licensed Tax Consultant - undefined

Licensed Tax Preparation Course -

Liberty Tax School

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