Brenda McClellan
Marshalltown,IA
Summary
Accomplished tax preparer with expertise in tax return preparation and client communication, honed at Instant Tax. Enhanced client satisfaction by delivering accurate, timely services and resolving complex tax issues. Proficient in tax compliance and data entry, fostering strong client relationships and achieving high retention rates. Adaptable to new technologies, ensuring efficient tax preparation.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Tax Preparer
Self-employeed
01.2008 - Current
- Assisted in preparing tax returns using tax software ensuring compliance with regulations.
- Supported clients by gathering necessary documentation and clarifying requirements for tax filings.
- Learned to analyze financial statements to identify potential deductions and credits.
- Collaborated with team members to resolve client inquiries regarding tax issues efficiently.
- Maintained organized records of client files and documentation for easy access during audits.
- Contributed to a positive client experience by providing timely responses and assistance throughout the filing process.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Adapted quickly to new technologies and processes related to tax preparation tasks.
Tax Preparer
Instant Tax
01.2007 - 05.2007
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
- Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
- Assisted in resolving complex tax issues, strengthening client relationships and building trust.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Enhanced accuracy of tax filings by meticulously reviewing financial documents and applying current tax laws.
- Adapted quickly to new tax software and technologies, enhancing efficiency in tax preparation tasks.
- Provided exceptional customer service, resulting in high client retention and satisfaction rates.
- Assisted clients with IRS audit preparation, significantly reducing stress and complexity of process.
- Assisted in preparing tax returns using tax software ensuring compliance with regulations.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Tax Data Entry Clerk
Zakarian Tax Consultants
01.2006 - 11.2006
- Managed and maintained accurate electronic records using data management software.
- Conducted regular audits to ensure data integrity and compliance with company standards.
- Streamlined data entry processes, enhancing efficiency and reducing processing time.
- Assisted in training new staff on data entry procedures and system navigation.
- Developed standard operating procedures for data entry tasks, promoting consistency across the team.
- Completed data entry tasks with accuracy and efficiency.
- Followed established procedures to enter and process data correctly.
- Organized, sorted, and checked input data against original documents.
- Entered data into various computer systems accurately using Microsoft Office Suite.
- Verified accuracy of data entered into system to produce error-free reports.
- Sorted documents and maintained organized filing process.
- Communicated with supervisors and colleagues to process data quickly and resolve discrepancies.
- Maintained a high level of accuracy and speed through continuous self-assessment, surpassing company standards consistently.
Education
No Degree - Tax Level 1
Intuit Academy
Plano, TX09-2025
No Degree -
J. Sargeant Reynolds Community College
Richmond, VA09-2023
No Degree -
Lorain County Community College
Elyria, OH09-2009
Skills
- Tax return preparation
- Client communication
- Data gathering
- Data inputting
- Tax compliance
- State tax regulations
- Individual taxation
- Information processing
- Filing system management
- Tax consulting
- Direct IRS filing
- Multi-state tax filing
- Documentation filing
- Individual tax returns
- Customer service
- Data entry
- Registered tax return preparer (RTRP)
- Tax return filing
- Client invoicing
- Critical thinking
- Appointment scheduling
- Tax form completion
Certification
- Accounting Clerk, Cleveland Job Corps - 1984
- Data Entry Clerk, Cleveland Job Corps - 1984
Timeline
Tax Preparer
Self-employeed
01.2008 - Current
Tax Preparer
Instant Tax
01.2007 - 05.2007
Tax Data Entry Clerk
Zakarian Tax Consultants
01.2006 - 11.2006
No Degree - Tax Level 1
Intuit Academy
No Degree -
J. Sargeant Reynolds Community College
No Degree -
Lorain County Community College
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