Donald Dunn
Holiday
Summary
Detail-oriented tax professional specializing in tax preparation, deductions optimization, and compliance analysis. Proven ability to minimize tax liabilities and enhance client understanding of tax regulations.
Overview
43
43
years of professional experience
1
1
Certification
Work History
Tax Expert
Intuit (TurboTax)
Mountainview
01.2020 - Current
- Prepared and filed tax returns for individuals and small businesses using TurboTax software.
- Educated clients on applicable tax deductions and credits, enhancing their understanding and maximizing potential savings.
- Identified and communicated potential deductions or credits, effectively minimizing client tax liabilities.
- Developed tailored strategies for clients to reduce future tax obligations, ensuring compliance and financial benefit.
- Researched federal, state, and local regulations for compliance with all laws.
- Analyzed information and assessed liabilities according to relevant tax codes.
- Conducted client interviews to gather necessary documentation for tax preparation.
Tax Professional
Dunn Did It Inc.
Holiday
04.2012 - Current
- Prepared and filed federal, state, and local income taxes for individuals and businesses.
- Analyzed financial documents, ensuring compliance with tax laws and reducing client risk.
- Assisted clients with tax planning strategies to minimize liabilities.
- Educated clients on tax regulations, clarifying complex issues to enhance understanding and compliance.
- Monitored evolving tax legislation and policies, providing clients with timely updates and strategic advice.
- Responded promptly to client inquiries regarding tax issues and concerns.
- Developed strong client relationships through exceptional customer service.
- Gathered necessary documentation from clients to ensure accurate return preparation.
Tax Representative
West Virginia State Tax Department
Clarksburg
10.2005 - 12.2010
- Maintained up-to-date knowledge of changing tax legislation and policies.
- Provided guidance on how best to structure business operations in order to minimize tax liabilities.
- Addressed customer inquiries regarding individual tax situations, ensuring clarity and understanding.
- Guided clients in accurate and efficient preparation of income tax returns, enhancing compliance.
- Supported small businesses and individuals in completing tax forms and electronically filing tax returns, streamlining the process.
- Assisted clients with personal and corporate tax issues.
Operations Sergeant
US Army
Salem
02.1983 - 08.2005
- Coordinated logistics for troop movements and equipment deployment, enhancing operational flow.
- Developed standard operating procedures to streamline processes, reducing delays in mission readiness.
- Managed inventory control for supplies and equipment, ensuring compliance and readiness for deployments.
- Oversaw vehicle and equipment maintenance, ensuring safety and functionality.
- Supervised daily operations, maintaining discipline among soldiers.
- Led training exercises to enhance unit readiness and operational effectiveness.
- Provided mentorship to junior soldiers, fostering leadership skills and teamwork.
- Reviewed combat orders from higher headquarters to identify required actions.
Education
MBA - Accounting
University of Phoenix
Tempe, AZ12-2002
MBA - Business
University of Phoenix
Tempe, AZ06-2000
Skills
- Tax preparation and research
- Compliance analysis
- Client advisement and support
- Deductions optimization
- Financial documentation management
- Client education
- Tax planning strategy
Certification
Enrolled Agent
Timeline
Tax Expert
Intuit (TurboTax)
01.2020 - Current
Tax Professional
Dunn Did It Inc.
04.2012 - Current
Tax Representative
West Virginia State Tax Department
10.2005 - 12.2010
Operations Sergeant
US Army
02.1983 - 08.2005
MBA - Accounting
University of Phoenix
MBA - Business
University of Phoenix