Erin Lomakin
Tax Expert
Kelseyville,CA
Summary
Highly skilled Tax Preparer/Consultant with substantial experience in tax preparation, administrative office operations, diversity, and conflict management/dispute resolution experience. A strong leader and team player, able to provide focus and coordination for multi-functional staff.
Determined Business Owner with commitment to excellence and more than 10 years of experience. Effective collaborator promoting Intuit and TurboTax.
Overview
17
17
years of professional experience
5
5
years of post-secondary education
Work History
CEO/Owner
Longfield Business Services Inc
Middletown, CA
04.2019 - Current
- Founder and CEO of LBS, a recovery startup during the pandemic that helped me learn how to work remotely and leverage my skills, knowledge, and experience with the challenges facing COVID-19.
Tax Preparer
IT
03.2010 - Current
- Preparing individual income tax return for filing, either through paper returns or ef (electronic filing)
- Seeking out optimal tax deduction options for each client, establishing the filing status and qualified dependents of clients through the process of due diligence
- Evaluating accounting requirement and accounting methods of self-employed clients educate our clients on the best way to fill out their W4's for tax purposes and on tax laws and penalties with ACA
- Operating as a tax pro by working with individual walk-in clients to analyze tax documents, determine deductions and prepare both federal and state tax return informed clients on tax options and fee structures
- Continuously researched applicable tax information to improve knowledge and better serve customers
- Filing and storing client data sheets customer service problem-solving mistakes made from past tax submissions
- Preparing or assisting in preparing simple to complex tax returns for individuals or small businesses
- Helping taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government
- Reviewing financial records such as income statements and documentation of expenditures
- Prepared tax returns for individuals, companies, and organizations under the guidance of a certified public accountant
- Also assisted accountants with preparation of returns for complex businesses, trusts, and nonprofit organizations.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
Education
Associate - Psychology
Columbia College
01.2004 - 05.2009
Skills
Ability to understand and apply tax laws and changes in the preparation processundefined
Additional Information
- Willing to relocate: Anywhere, Authorized to work in the US for any employer
Timeline
CEO/Owner
Longfield Business Services Inc
04.2019 - Current
Tax Preparer
IT
03.2010 - Current
Associate - Psychology
Columbia College
01.2004 - 05.2009
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