Cory Gardner
Palm Desert,CA
Summary
Goal-oriented professional with 10+ years of experience in customer service roles. I have received EA credential. Have completed about 250 individual federal and or state tax returns. Knowledgeable in CA state tax codes, individual tax preparations, and filing of electronic and mailing out tax returns. Experience with Pro Series and Profiler software.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Tax Associate
Intuit
- Current
- Answer tax questions for client completing their tax return
- Assist client complete tax return
- Explain to client how the tax law applies to their situation
- Explain the clients liability and how to better prepare in future
Driver
Lyft
Palm Desert, CA
07.2018 - Current
- Provided fast and efficient driving services for tourists and community members
- Followed strategic routes to destinations to avoid construction, accidents, and traffic resulting in 99% of on time fares
- Maintained high quality interior and exterior vehicle appearance as well as completed daily maintenance checks for proper functionality and safety
Tax Preparer
Jackson Hewitt
Palm Desert, CA
12.2021 - 04.2022
- Prepared client's individual tax returns in person and drop off
- Schedule appointments for clients
- Proficient using Profiler software
- Prepared about 140 returns
- Handled calls ranging gathering more information, status update, and tax questions
Tax Prep Administrative Assistant
Anthem Tax Services
Woodland Hills, CA
06.2021 - 11.2021
- Speak to clients via phone or email to address client's questions regarding the content of their tax returns, about tax deductions, credits, advise how to owe less the next year, etc.
- Answer tax related questions from colleagues from other departments within company
- Electronically file tax returns
- Mail out tax returns to clients for signature as well as sign tax returns out to appropriate tax agencies
- Low volume tax preparation when needed (as many as six in a day along with administrative duties)
- Prepared about 85 tax returns
Tax Preparer
Jackson Hewitt
Redlands, CA
03.2021 - 05.2021
- Prepared individual tax returns for clients during in-person and drop-off meetings.
- Scheduled client appointments and managed calendar bookings.
- Reviewed financial documents to identify deductions and credits, maximizing client refunds.
Barista/ Barista Trainer
Starbucks
Thousand Oaks, CA
07.2012 - 01.2016
- Employed sales strategies such as suggestive selling, upselling and cross-selling to boost revenue
- Trained three new staff on proper drink preparation and company policies
- Ensured facility was 100% compliant with health codes, sanitation regulations, and licensing
Education
Bachelor's in Philosophy - undefined
University of California-Santa Barbara
Santa Barbara, CA06.2018
Skills
- Used Microsoft Word, Excel, and PowerPoint to create documents, spreadsheets, and presentations
- Helped support tax preparation by keeping accurate records and reviewing documents
- Handled daily administrative tasks, including scheduling, filing, and office support
- Answered customer questions and basic concerns with courteous service
- Prepared beverages and assisted café service in fast-paced barista settings
- Entered data accurately and kept electronic files organized
- Tax compliance
Personal Information
- Driving License: Commercial Driver's License (CDL) - Class C
- Availability: Willing to relocate: Anywhere
Certification
Certificate of Completion in Basic Income Tax, May 2019 to October 2023, CDL, Enrolled Agent, June 2023 to March 2026
Accomplishments
- Project timeline management — Proficient
Commercial Driver's License (CDL)
- Class C
- Expires: January 2024
- State: CA
Assessments
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
Timeline
Tax Preparer
Jackson Hewitt
12.2021 - 04.2022
Tax Prep Administrative Assistant
Anthem Tax Services
06.2021 - 11.2021
Tax Preparer
Jackson Hewitt
03.2021 - 05.2021
Driver
Lyft
07.2018 - Current
Barista/ Barista Trainer
Starbucks
07.2012 - 01.2016
Bachelor's in Philosophy - undefined
University of California-Santa Barbara
Tax Associate
Intuit
- Current