Charlotte Banks
Shreveport,LA
Summary
High-performing Tax Preparer proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Focused on conducting face-to-face tax interviews. History of going above and beyond to exceed expectations.
Overview
30
30
years of professional experience
Work History
Tax Preparation Consultant
Self Employed Services
Shreveport, LA
01.1993 - Current
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Tax Preparer
Jackson Hewitt Tax Svc
Dekalb, IL
03.2012 - 04.2013
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Offered clients recommendations to reduce tax liabilities.
Education
Bachelor of Science - Business Administration
DePaul University
Chicago, IL12.1987
Skills
- Detail-Oriented
- Time Management
- Error Detection
- Individual Tax Returns
- Client Records Review
- Tax Form Completion
- Client Interviews
- Electronic Filing Software
Timeline
Tax Preparer
Jackson Hewitt Tax Svc
03.2012 - 04.2013
Tax Preparation Consultant
Self Employed Services
01.1993 - Current
Bachelor of Science - Business Administration
DePaul University
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