Edwin S. Castellanos Aguilar

As the owner of a tax preparation firm, I oversee all aspects of the business to ensure efficient operations and exceptional client service. My role encompasses a wide range of responsibilities:

Tax Preparation:

• Conduct thorough tax preparation for individual and business clients, ensuring compliance with federal, state, and local tax regulations.
• Stay updated with the latest tax laws and regulations to provide accurate and timely advice.
  

Client Relationship Management:

• Build and maintain strong relationships with clients, addressing their tax-related queries and concerns promptly.
• Develop customized tax solutions tailored to the unique needs of each client, fostering long-term client loyalty and satisfaction.
• Conduct client interviews to gather relevant financial information and ensure all required documentation is accurate and complete.
  

Business Operations:

• Oversee daily operations of the firm, including managing workflows, setting priorities, and ensuring deadlines are met.
• Implement and maintain efficient tax preparation software and systems to streamline processes and enhance productivity.
• Ensure the firm's compliance with all relevant industry regulations and standards.
  

Financial Management:

• Manage the firm's financial health, including budgeting, forecasting, and financial reporting.
• Monitor revenue streams and expenses to ensure profitability and sustainable growth.
• Implement strategies to attract new clients and expand the firm’s client base.
  

Marketing and Business Development:

• Develop and execute marketing strategies to promote the firm’s services and increase brand visibility.
• Network with other professionals and organizations to establish partnerships and generate referrals.
• Educational courses to comply with IRS training requirements and deliver superior client service.

• Lead Generation & Cold Calling: Efficiently generated leads and initiated contact with potential clients through targeted cold calling strategies, resulting in a 12% increase in new customer acquisitions.
• Trade Show Events: Represented Frylow, LLC at industry conventions and trade shows, effectively demonstrating product benefits and features to a wide audience, leading to higher sales during event periods.
• Client Referrals: Developed and maintained strong relationships with existing clients, encouraging referrals and fostering a network of restaurant owners that expanded our customer base.
• Customer Relationship Management: Utilized CRM software to track leads, manage customer interactions, and follow up with prospects, ensuring a streamlined sales process and enhanced customer satisfaction.

• Bar Operations: Supported daily bar operations in a high-energy, fast-paced environment, ensuring efficient service during peak hours and events.
• Inventory Management: Managed inventory, restocking supplies, and keeping the bar area organized and well-stocked, reducing downtime and ensuring continuous service.
• Customer Service: Delivered exceptional customer service, creating a welcoming atmosphere, and building rapport with regular patrons to encourage repeat business.
• Heavy Lifting: Regularly performed heavy lifting tasks, including moving kegs, tables, and other supplies, demonstrating physical stamina and adherence to safety protocols.
• Event Support: Assisted in the setup and execution of private catering events, coordinating with kitchen staff and event planners to ensure seamless service and client satisfaction.
• Team Collaboration: Worked closely with bar staff and management, contributing to a cohesive team environment and efficient workflow.
• Training: Mentored new bar staff, providing training on bar operations, customer service standards, and company policies to ensure a high level of performance and consistency.
• Cash Handling: Managed cash transactions, balanced registers, and processed payments accurately, maintaining financial integrity and accountability.