Accelerated Tax Pro
H & R Block Tax Group
12.2023 - Current
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Assessed client tax situations to determine best filing options.
- Established strong professional reputation through exceptional customer service and commitment to excellence in all aspects of work performance.
- Enhanced client relationships through proactive communication and personalized financial advice.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Assisted clients in identifying potential tax savings through extensive knowledge of deductions and credits.
- Facilitated communication between clients and tax authorities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Maintained up-to-date knowledge of evolving tax legislation, proactively informing clients about relevant changes impacting their financial situation.
- Provided expert guidance on state and federal tax laws for a diverse clientele, ensuring full compliance while minimizing liability.
