Experienced tax preparer with expertise in tax compliance, planning, and financial analysis. Proven success in optimizing tax return processes, reducing errors, and enhancing client satisfaction.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Professional Tax Preparer
Private Practice
01.2008 - Current
Reviewed 150+ tax returns annually for accuracy
Managed tax audits, recovering $50K+ for clients
Implemented new protocols, increasing efficiency by 20%
Maximized client refunds with diligent identification of applicable deductions and credits.
Provided year-round support on tax planning and strategy to help clients optimize their financial decisions.
Reduced client audit risk by thorough verification of income, deductions, and credits on tax returns.
Served as a trusted advisor for small business owners, guiding them on various aspects of taxation including payroll taxes, sales taxes, and quarterly payments.
Ensured error-free calculations by conducting rigorous reviews before submitting completed forms.
Tax Preparer
H&r Block
01.2004 - 07.2007
Prepared complex tax returns for clients, saving $20K annually
Utilized tax software, reducing processing time by 30%
Provided tax advice, improving compliance by 25%
Prepared and filed federal and state tax returns for individual clients, ensuring compliance with regulations.
Conducted in-depth tax consultations to identify potential deductions and credits for clients
Reviewed financial documents to verify data integrity and support tax-related claims.
Collaborated with clients to gather necessary documentation, improving overall service efficiency.
Stayed updated on tax law changes to provide informed advice and strategic planning for clients.
Developed customized strategies for high net worth individuals to optimize their tax liabilities while maintaining full compliance with regulations.
Implemented efficient record-keeping systems that improved accuracy and accessibility of clients'' financial information during the tax preparation process.
Established long-term relationships with clients based on trust, expertise, professionalism, attention to detail.
Kept clients informed about potential changes in legislation or regulations affecting their taxes including new allowable deductions or credits.