Christina Servando
Modesto,CA
Summary
Veteran Tax Preparer specializing in individual and small business tax planning and tax return preparation. Expert in maximizing returns by uncovering unclaimed deductions. Detail-oriented and quick to implement changes in tax regulations into daily procedures. Skilled in generating new business through personalized relationship building.
Overview
82
82
years of professional experience
1
1
Certification
Work History
Tax Preparation Specialist
Self-employed
Modesto, CA
01.1992 - Current
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Facilitated communication between clients and tax authorities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Interviewed Tax clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Oversaw team of 2 tax professionals handling up to 250 clients per year.
- 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
- Maintained complete records of client tax returns and supporting documentation in secured areas
- Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities
- Facilitated communication between clients and tax authorities
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits
- Prepared tax returns for clients in various industries according to government regulations and requirements
- Offered clients recommendations to reduce tax liabilities
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities
Business Owner/Operator
Self-employed
Modesto, CA
05.1991 - Current
- Oversaw end-to-end business processes to maintain proficiency and profitability.
- Monitored staff performance, providing final-say assessment over inquiries.
- Served as principal stakeholder over organization's complete operations.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
- Optimized team hiring, training and performance.
- Served as primary point-of-contact with suppliers and contractors to achieve inventory expectations.
- Employed prompt decision-making and in-depth research to resolve issues.
- Created and monitored promotional approaches to increase sales and profit levels.
- Used print strategies such as newspaper ads, business catalogs and marketing brochures to bring in and capture new customer business.
- Conducted target market research to scope out industry competition and identify advantageous trends.
Restaurant General Manager
American Restaurant Group
Modesto, CA
10.1989 - 06.2004
- Set clear expectations and created positive working environment for employees.
- Oversaw balancing of cash registers, reconciled transactions and deposited establishment's earnings to bank.
- Orchestrated positive customer experiences by overseeing every area of Customer Contact operations.
- Maintained facility and grounds to present positive image.
- Verified accurate records and sufficient supplies by conducting weekly and monthly inventories of food, beverages, glassware and other materials.
- Limited portion sizes and used garnishes to control food costs.
- Built and leveraged community relationships to drive business and maximize catering programs.
- Identified problems, conducted troubleshooting and sought repair or maintenance support to keep restaurant equipment operational.
- Protected business, team members and customers by monitoring alcohol consumption and keeping operation in line with legal service requirements.
- Analyzed variances and implemented corrective actions to increase average meal checks and customer visits.
General Manager
Carl Karcher Enterprises
Brawley, CA
12.1983 - 10.1989
- Managed budget implementations, employee reviews, training, schedules and contract negotiations.
- Developed and maintained relationships with customers and suppliers through account development.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures and technology systems.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Organized budgets, oversaw P&Ls and achieved margin targets consistently to stay on track with growth plans.
- Reduced costs, managed delivery schedules and performed risk analysis to improve overall profitability.
- Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Assessed reports to evaluate performance, develop targeted improvements and implement changes.
- Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
- Reduced corporate risk by managing shrink processes and controlling inventory levels.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
- Boosted productivity by consolidating material planning, data collecting, payroll and accounting programs into one main system.
- Developed value-added solutions and approaches by leveraging trends in customer marketplaces and industries.
Education
High School Diploma -
Manteca High School
Manteca, CA06.1979
Real Estate License Hours Certification - Real Estate
Allied Schools
Laguna Hills, CA03.2007
Certification - Tax Preparation
H & R Block Tax School
Modesto, CA11.1996
Certification - Tax Preparation
Federated Tax School
Ladson, SC12.1992
Certification - Restaurant And Food Services Management
Carl Karcher School of Management
Los Angeles, CA05.1984
Skills
- Tax Return Preparation
- Deductible Expense Identification
- Complex Information Translation
- Tax Form Completion
- Adjustments and Deductions
- Due Diligence
- Tax Liability Management
- Individual Returns Preparation
- Tax Code Knowledge
- Tax Audit Procedures
- Detailed Analysis
- Valid PTIN
- Tax Issue Research
- Internal Revenue Service Correspondence
- Understanding of Applicable Laws
- Corrective Actions
Certification
- Registered Certified Tax Preparer, Servando Enterprises - 2013 to present
- IRS Annual Filing Season Participant 2015 to present
- Licensed Real Estate Sales Agent - 2007 to present
Timeline
Tax Preparation Specialist
Self-employed
01.1992 - Current
Business Owner/Operator
Self-employed
05.1991 - Current
Restaurant General Manager
American Restaurant Group
10.1989 - 06.2004
General Manager
Carl Karcher Enterprises
12.1983 - 10.1989
High School Diploma -
Manteca High School
Real Estate License Hours Certification - Real Estate
Allied Schools
Certification - Tax Preparation
H & R Block Tax School
Certification - Tax Preparation
Federated Tax School
Certification - Restaurant And Food Services Management
Carl Karcher School of Management
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