Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

Connie Martin

Santa Paula,CA

Summary

Enrolled Agent candidate and seasoned Tax Specialist with 13+ years of experience preparing, reviewing, and communicating results for individual, partnership, S corporation, C corporation, non-profit, and estate/trust returns. Recognized for helping businesses identify tax savings opportunities while ensuring compliance with IRS and state laws. Strong skills in analyzing tax returns, explaining results to clients in straightforward, practical language. Extensive background in both client-facing preparation and in the tax software industry, where I collaborate with developers, product managers, and company owners to ensure tax law accuracy and usability.


My passion is to give my clients the tools and information they need so they can stress less on taxes. Life has enough stress; complicated tax jargon should not be one of them.

Overview

13
13
years of professional experience

Work History

Tax Preparer & Consultant

Self-employed
01.2015 - Current
  • Maintain confidentiality with sensitive client information. WISP and Circular 230 compliance rules are adhered at all times.
  • Analyzed financial records to verify accuracy of tax returns.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Assisted clients in understanding tax obligations, providing clear explanations of complex tax laws.
  • In process of taking EA exam. Estimated completion date January 2026.
  • virtual and in-person client consultations to address inquiries and provide tailored tax planning recommendations.
  • Educate my clients on tax planning strategies, helping them save money in future years.
  • Take calls from other tax professionals from networking throughout the years, and offer tax advice for complex situations.
  • Average preparing and filing 300+ returns for my part-time business.

Freelance – Pronto Tax School
  • Created test scenarios and assessment content for tax classes, ensuring alignment with current regulations.
  • Developed case studies and questions to translate complex tax topics into practical learning exercises.
  • Collaborated with instructors to maintain accuracy and educational quality of course materials.

Lead QA & Office Tax Specialist

FileYourTaxes.com
10.2012 - Current
  • Translated IRS and state regulations into software enhancements and client guidance.
  • Authored and maintained a comprehensive tax manual/wiki for software, explaining usage instructions and regulatory context for internal teams.
  • Wrote tax articles for company publications, simplifying complex topics for professional and client audiences.
  • Led QA teams through software overhauls, ensuring compliance, accuracy, and seamless user experience.
  • Collaborated with developers, product leads, and compliance experts to optimize workflows for software
  • Stayed up-to-date with changing tax laws, adapting approaches accordingly to ensure ongoing compliance.
  • Provided expert guidance on complex tax regulations to colleagues and taxpayers alike.
  • Assisted clients in understanding complex tax implications and strategies.

Education

Bachelor's Degree - Business/Accounting

California State University, Northridge
Long Beach, CA

Skills

  • Tax Compliance & Research (Federal, State, Entity)
  • Teamwork orientation
  • Effective communication
  • Organizational growth
  • Critical thinking capacity
  • Tax law expertise
  • Client relations
  • Staff training/development

Websites

Accomplishments

  • Developed internal tax wiki that became the central knowledge resource for QA, product, and compliance teams.
  • Written tax articles for tax blog
  • NACTP State Liaison since 2022
  • CTEC Certified
  • IRS AFSP Certification
  • IRS EFIN
  • EA expected completion January 2026

Timeline

Tax Preparer & Consultant

Self-employed
01.2015 - Current

Lead QA & Office Tax Specialist

FileYourTaxes.com
10.2012 - Current

Freelance – Pronto Tax School

Bachelor's Degree - Business/Accounting

California State University, Northridge

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