Contina Lewis
Fayetteville,GA
Summary
Dynamic tax preparation professional with a proven track record of high productivity and efficient task completion. Specialized in tax law compliance, financial analysis, and client advisement, delivering tailored solutions to complex tax situations. Strong analytical and critical thinking skills drive exceptional outcomes while ensuring client needs are met effectively. Eager to leverage expertise in a challenging role that fosters continuous learning and growth.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Professional Tax Preparer
C R Tax Service
Fayetteville, GA
01.2004 - Current
- Kept detailed records of client financial information, such as income sources and deductions.
- Oversaw concurrent tax preparation tasks, guaranteeing on-schedule submissions.
- Provided guidance to taxpayers regarding payment options available to them.
- Reviewed past year's taxes for accuracy and completeness.
- Advised clients on various tax law changes that could impact their liability.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
- Prepared and filed federal and state income tax returns for individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
Customer Service
CR Tax Service
Fayetteville, GA
01.2004 - Current
- Analyzed competitor customer service activities and pricing structures, recommending changes.
- Tracked customer preferences to anticipate needs.
- Enhanced customer understanding by delivering precise details on sampling services.
- Handled customer inquiries related to facility services via phone calls and emails.
- Designed spreadsheets to summarize income sources, deductions, credits, and payment estimates.
- Guided clients in addressing IRS deficiency notices.
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
Education
Certificate - CNA
Kennedy King College
Chicago, ILHigh School Diploma - Distribution Education
Midwest high School
Chicago, ILSkills
- Tax credits and deductions
- Client confidentiality
- Amended returns
- Tax law expertise
- Tax software proficiency
- State tax regulations
- Individual tax preparation
- IRS communication
- Tax dispute resolution
- Tax planning strategies
Certification
- Certified Nursing Assistant (CNA)
- Forklift Certification
- License ERO
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Professional Tax Preparer
C R Tax Service
01.2004 - Current
Customer Service
CR Tax Service
01.2004 - Current
Certificate - CNA
Kennedy King College
High School Diploma - Distribution Education
Midwest high School
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