Elizabeth Ortiz

As a tax preparers, I file tax returns for individuals and businesses, ensuring that each return meets state and federal requirements and that clients receive full benefits. I gathered and review all relevant information, process the tax returns, and consult with clients on their next steps.

I managed and supervised employees to maintain a high level of integrity with delicate personal information from our clients. Assisted them with tax questions and managed scheduling.

• Documented client interactions thoroughly to provide clear records of services rendered.
• Supported senior tax preparers by assisting with complex tax returns as needed.
• Prepared individual and small business tax returns by gathering necessary documentation and information.