C;AUDIA MORALES
Yuma,AZ
Summary
Detail-oriented Tax Preparer with expertise in income tax preparation, document organization, and client education. Proven ability to analyze tax documents for optimal deductions and credits, ensuring compliance and maximizing client satisfaction.
Overview
17
17
years of professional experience
Work History
Tax Preparer
Angie's Income Tax
Yuma, AZ
01.2009 - 05.2026
- Prepared and filed individual and business tax returns for diverse clientele.
- Reviewed financial records to ensure accuracy and compliance with federal regulations.
- Analyzed tax documents to identify potential deductions and credits for clients.
- Communicated complex tax information clearly to clients, enhancing their understanding of filings.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Educated clients on tax planning strategies, helping them save money in future years.
- Completed and filed returns with tax departments at local, state, and federal levels.
Education
GED -
ARIZONA HIGH SCHOOL EQUIVALENCY
Yuma, AZ06-2003
No Degree - Business
Arizona Western College
Yuma, AZ05-2005
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Bookkeeping
- Tax return preparation
- Client communication
- Verbal/written communication
- Financial statements
- Individual returns preparation
- Valuations and estimations
- Virtual tax interviews
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Tax Preparer
Angie's Income Tax
01.2009 - 05.2026
No Degree - Business
Arizona Western College
GED -
ARIZONA HIGH SCHOOL EQUIVALENCY