Devondreale Williams
Carrollton,GA
Summary
Focused Enrolled Agent with more than 10+ years of success in preparing tax documents and minimizing liabilities. Skilled in adopting new tax regulations without impacting tax return quality. Well-versed in all tax filing requirements for a wide range of entity types.
Overview
12
12
years of professional experience
1
1
Certificate
Work History
Tax Professional
TaxAudit
Folsom, CA
11.2023 - Current
- Review IRS notices in-depth to prepare a response or guide the member through their next steps
- Follow up with the IRS to ensure a response has been received and answer any questions that may have come up
- Speak with members to understand their tax situation for the year in question to provide a clear and accurate response
- Conducted research on complex tax issues to determine the best course of action for clients.
- Analyzed financial statements and other records to determine appropriate tax treatments and strategies.
- Assisted with audits conducted by the IRS or other government agencies when needed.
Tax Expert
Intuit Turbo Tax
Mountain View, CA
12.2020 - Current
- Aid experts in fully preparing customer tax returns
- Responsible for assisting clients with submitting tax forms to pay the appropriate amount or maximize the client's refund
- Meet virtually with tax experts to address their questions and concerns regarding tax forms and paperwork that they have received or may need to complete tax return preparation
- Provided tax advice and guidance to clients regarding investments, deductions, credits, and other relevant matters.
- Assisted in the preparation of complex tax returns for individuals, businesses, and trusts.
Tax Compliance Specialist
Frazier and Deeter
Atlanta, GA
01.2023 - 09.2023
- Prepared and reviewed returns for high net-worth clientele
- Inform clients of important paperwork and documentation needed to complete tax forms properly
- Review past tax returns for clients to ensure accuracy and ensure any carry-forward information is included
- Developed and implemented specialized procedures for customer service operations.
- Created training materials for new hires on the company's procedures and policies.
- Conducted regular meetings with staff to review progress and address any concerns.
Tax Preparer
Liberty Tax Service
Douglasville, GA
01.2015 - 08.2020
- Produce error-free tax forms on behalf of a client to maximize their financial health
- Advise on future tax planning and communicate with clients about upcoming tax requirements and deadlines
- Work closely with clients to obtain personal information regarding potential deductions, educational grants, or allowances
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
Surgical Technologist OR
Tanner Medical Center
Villa Rica, GA
04.2015 - 11.2019
- Assist in multispecialty surgical procedures including orthopedics, ENT, general, minor vascular, podiatry, and others
- Train new staff to ensure their ability to perform efficiently and independently
- Reputed as the point of contact for complicated cases and operating room-related tasks
- Prepares, cares for, and disposes of specimens taken for laboratory analysis
Surgical Technologist Labor and Delivery
Tanner Medical Center
Carrollton, GA
01.2018 - 10.2018
- Clean and restock the operating and or labor room, place equipment and supplies, and arrange instruments according to instruction
- Prepared dressings or bandages and applied or assisted with their application following surgery
- Perform emergency C-sections when necessary
Customer Service Representative
DEANJAV LLC
01.2012 - 04.2015
- Provide customers from various companies (T-Mobile, Intuit, Orkin, etc.) with technical support or product information
- Refer unresolved customer grievances to designated departments for further investigation
- Deliver outstanding service and support no matter what challenges arise
Skills
- Internal Revenue Service Correspondence
- Individual Returns Preparation
- Tax Return Preparation
- Corporate Tax Preparation
- Estate Tax Returns
- Staff Development
- Multi-State Tax Filing
- Relationship Building
Timeline
Tax Professional
TaxAudit
11.2023 - Current
Tax Compliance Specialist
Frazier and Deeter
01.2023 - 09.2023
Tax Expert
Intuit Turbo Tax
12.2020 - Current
Surgical Technologist Labor and Delivery
Tanner Medical Center
01.2018 - 10.2018
Surgical Technologist OR
Tanner Medical Center
04.2015 - 11.2019
Tax Preparer
Liberty Tax Service
01.2015 - 08.2020
Customer Service Representative
DEANJAV LLC
01.2012 - 04.2015
References
References available upon request.
References
References available upon request.
References Available
True
References
References available upon request.
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