Dan Alvord
Castroville,Texas
Summary
Detail-oriented tax strategist known for developing innovative tax strategies and ensuring compliance with IRS regulations. Experienced in guiding clients through complex tax scenarios, driving improved financial outcomes.
Overview
1
1
Certification
17
17
years of professional experience
Work History
Master Tax Advisor
HR Block
Castroville, Texas
01.2010 - Current
- Prepared complex federal, state, and local income tax returns, delivering timely and accurate filings for diverse clients.
- Developed tailored tax strategies for individuals, trusts, estates, corporations, and partnerships, enhancing client financial outcomes.
- Guided clients in strategic tax planning methods to improve financial results.
- Reviewed client documents for compliance with tax regulations, ensuring accurate submissions and mitigating potential penalties.
- Investigated current IRS regulations to guarantee accurate tax submissions.
- Employed H&R Block software in the preparation of individual and small business returns.
- Trained junior tax advisors in exceptional customer service and best industry practices.
Education
Bachelor of Science - Criminal Justice
Charleston Southern University
Charleston, SC05-1985
Skills
- Tax preparation
- Tax compliance
- Tax strategy
- Taxation management
- Financial reporting
- Regulation analysis
- Due diligence
- Audit defense
- Tax software proficiency
- Software utilization
- Client management
- Analytical skills
- Fraud risk assessment
- Payroll compliance oversight
Certification
- Internal Revenue Service Enrolled Agent
Timeline
Master Tax Advisor
HR Block
01.2010 - Current
Bachelor of Science - Criminal Justice
Charleston Southern University