CYNTHIA RUIZ

PORTLAND,Oregon

Summary

Dynamic Oregon Tax Consultant with H & R Block Tax Services, skilled in financial analysis and tax planning strategies. Successfully minimized client tax liabilities through expert advising and meticulous return preparation. Proven ability to enhance client satisfaction while ensuring compliance with multi-state tax regulations and maintaining confidentiality.

Seasoned Tax Consultant with 21 years of experience managing financial planning of companies and individuals. Expertise in taxation law, planning and compliance. Ethical and honest professional with great grasp of accounting and bookkeeping procedures paired with strong numeracy abilities. Certified in tax preparing and consulting for the state of Oregon.

Overview

years of professional experience

Certification

Work History

Oregon Tax Consultant

H & R Block Tax Services

11.2004 - 04.2025

Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
Responded to inquiries from IRS and other tax authorities.
Offered clients recommendations to reduce tax liabilities.
Completed and filed returns with tax departments at local, state, and federal levels.
Utilized tax software to prepare returns and meet deadlines.
Collaborated with clients to answer questions and provide advice on tax matters.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.

Education

Licensed Oregon Tax Consultant - Federal And Tax Preparation

H & R Block

Portland, OR

06-2004

Skills

Financial analysis
Tax planning strategies
Tax advising
Business tax support

Individual returns preparation
Multi-state tax filing
Client confidentiality