Chardanay Wagner
Mesquite,TX
Summary
Adept Tax Professional with a proven track record at Tax Bracket Financial Services, excelling in tax law interpretation and process automation. Demonstrated expertise in securing client tax benefits and reducing liabilities through meticulous documentation and strategic IRS negotiations. Skilled in tax software and known for exceptional mathematical abilities, ensuring compliance and maximizing returns.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Tax-Professional
Tax Bracket Financial Services
Mesquite, TX
01.2020 - Current
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Education
High School Diploma -
Naaman Forest High School
Garland, TX2020
Skills
- Tax Credits and Incentives
- International Tax Knowledge
- State and Local Taxation
- Tax Law Interpretation
- Tax Software Proficiency
- Tax code knowledge
- Mathematical Calculations
- Tax Process Automation
- Sales and Use Tax
- Local, state, and federal tax returns
Certification
Level 2 & 3 Armed Security Clearance
Timeline
Tax-Professional
Tax Bracket Financial Services
01.2020 - Current
High School Diploma -
Naaman Forest High School