Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Software
Interests
Timeline
AssistantManager
Donna Hutto

Donna Hutto

Moulton,AL

Summary

Dynamic tax professional with extensive experience at Goldrush Tax Services, excelling in tax compliance and client relationship management. Proven track record of maximizing client savings through meticulous financial analysis and effective communication. Committed to continuous learning and adept at navigating complex tax situations, ensuring accuracy and compliance in all filings.

Overview

25
25
years of professional experience

Work History

Owner Operator

DBA Tax Service
01.2008 - Current
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Assessed client tax situations to determine best filing options.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Reduced errors through meticulous review of financial documents and double-checking calculations.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
  • Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
  • Offered clients recommendations to reduce tax liabilities.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Analyzed prior year returns for discrepancies, correcting errors to favor clients' financial positions.

Income Tax Preparer

Goldrush Tax Services
01.2000 - 04.2007
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
  • Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
  • Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
  • Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
  • Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
  • Managed a diverse caseload of clients across various industries, adapting quickly to meet each individual''s unique needs.
  • Demonstrated attention to detail while preparing complex tax returns for individuals, partnerships, corporations, and trusts.
  • Advised clients on various strategies for minimizing their income tax liabilities throughout the year.
  • Handled complex tax situations for clients with multiple income streams and investments, navigating intricate tax laws with ease.
  • Ensured accuracy in tax returns by meticulously reviewing entries for errors and discrepancies.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.

Education

GED -

North Alabama Skill Center
Decatur, Alabama
06-1999

Skills

  • Tax compliance
  • Financial analysis
  • Tax return preparation
  • Client relationship management
  • Record keeping
  • Attention to detail
  • Effective communication
  • Problem solving
  • Regulatory adherence
  • Client advising
  • Continuous learning
  • Time management
  • Personnel management
  • Accounting principles

Accomplishments

I was a tax client of a tax service and was offered employement by my tax adviser and preparer as a receptionist and file room clerk I accepted the terms of employment, 3 years later I was promoted to a tax preparer I was trained by the owner upon completion of my training I was promoted to office manager of a office in a large credit union to build the business and promote the services my employer had to offer inside the credit union for their customers my office was open Mon-Wed-Fri from 9am to 5pm. I also opened an office at a local credit union for my employer which was open on Tuesdays from 9am to 5pm. After closing the other locations I returned to the home base office and trained and helped other preparers learn how to prepare basic individual tax returns as well as prepared complex tax returns myself Monday-Friday from 6pm to 11pm. Saturday from 9am-3pm. I overcame all the negative thoughts that told me I wasn't smart, trainable, or teachable to be able to work independently without supervision and no one to help me but I was able to train and teach myself to become a valuable asset to a company that I once had only been a tax client and it has been my greatest achievement and to one day own my own business or help a business grow beyond what they thought possible.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Software

Drake

Turbo Tax

Freetax Usa

Intuit Quick Books

Fresh Start

Interests

Reading

Crafts

Timeline

Owner Operator

DBA Tax Service
01.2008 - Current

Income Tax Preparer

Goldrush Tax Services
01.2000 - 04.2007

GED -

North Alabama Skill Center
Donna Hutto