Danielle Ventura
Aiken,SC
Summary
Talented tax preparation professional with expertise in completing returns accurately and efficiently.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Tax Expert
Intuit Turbo Tax
, Remote, SC
2024.01 - Current
- Prepared Full Service tax returns
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
Tax Associate
Intuit Turbo Tax
Remote , SC
2023.01 - 2023.06
- Prepared Full Service tax returns
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
Tax Preparer
Assured Tax Service
Aiken , SC
2010.01 - Current
- Operated my own tax preparation business out of my home office beginning in Illinois and now in South Carolina preparing over 50 individual returns and a few S Corp and Partnership returns
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Produced US and state income and gift tax returns for individuals.
- Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
- Implemented tax reduction strategies to analyze and minimize tax liabilities.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Liaised between clients and tax authorities such as IRS representatives.
Veterinary Technician Assistant Part Time
Avoca Equine
Aiken , SC
2022.01 - Current
- Tracked and scheduled follow-up appointments for animal treatment.
- Restrained and stabilized animals during examination and treatment to prevent injuries.
- Prepared and labeled medications and instructed client on administration.
- Handled equines during examination including lunging, jogging, and handling of hooves and limbs.
- Scrubbed equines for veterinary procedures
Owner/Manager/Dressage Trainer
Two Magnolia Farm
Aiken , SC
2019.07 - 2022.04
- Promoted business on social media platforms to maximize brand identity and generate revenue.
- Devised business and marketing plans and prepared monthly financial reports.
- Set pricing structures according to market analytics and emerging trends.
- Taught riding lessons and trained horses for primarily adult amateurs
Paraprofessional Educator
Belvidere Central Middle School
Belvidere , IL
2017.08 - 2019.05
- Provided classroom support throughout planned instruction and individual lessons.
- Delivered instruction individually or in small groups with support from instructor.
- Evaluated individual student needs and assessed academic and social situations to address challenges and goals.
- Offered students personalized educational, behavioral and emotional support.
Substitute Teacher
Belvidere District 100
Belvidere , IL
2012.08 - 2017.07
- Enforced classroom routines to keep students on schedule and operating at consistent level.
- Implemented lesson plans assigned by classroom teacher to educate students about key concepts.
- Provided notes and reports on school day activities to primary teacher.
- Requested as substitute teacher based on excellent referrals and trusted performance.
Independent Mortgage Loan Officer
Woodfield Planning Corporation
Crystal Lake IL
2002.05 - 2011.07
- Complied applications and paperwork and double-checked for accuracy.
- Submitted applications to credit analysts.
- Developed and maintained relationships with local real estate agents.
- Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
- Met with applicants to obtain information for loan applications and answer questions about processes.
- Identified valuable solutions for customers with credit problems.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Responsible for marketing and procuring new loans and customers
Owner/Manager/Trainer
Tower Hill Farm
Hampshire IL
1999.04 - 2001.10
- Managed boarding facility on 140 acres with 104 horses
- trained horses and riders
- marketed to obtain boarders and training clients
- handled accounting for the farm and training business
- attained USDF Silver Medal 2002
Education
Bachelor of Science - Accounting And Business Management
Columbia College
Illinois 12.2011
Skills
- Detail-Oriented
- Excellent communication skills
- Extensive experience working as an independent contractor
- Self-starter
Certification
- Enrolled Agent Credential 8/2023
Timeline
Tax Expert
Intuit Turbo Tax
2024.01 - Current
Tax Associate
Intuit Turbo Tax
2023.01 - 2023.06
Veterinary Technician Assistant Part Time
Avoca Equine
2022.01 - Current
Owner/Manager/Dressage Trainer
Two Magnolia Farm
2019.07 - 2022.04
Paraprofessional Educator
Belvidere Central Middle School
2017.08 - 2019.05
Substitute Teacher
Belvidere District 100
2012.08 - 2017.07
Tax Preparer
Assured Tax Service
2010.01 - Current
Independent Mortgage Loan Officer
Woodfield Planning Corporation
2002.05 - 2011.07
Owner/Manager/Trainer
Tower Hill Farm
1999.04 - 2001.10
Bachelor of Science - Accounting And Business Management
Columbia College
- Enrolled Agent Credential 8/2023
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