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 processExcellent organizational skills and attention to detailAccurate math and accounting skillsProficient with or the ability to quickly learn tax accounting and preparation software
Corporate tax preparation
Deduction legitimacy
Motor fuel tax laws
Persuasive
Corporate Tax Return Preparation
Automated Large-Volume Tax Return Preparation
Account discrepancies
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