Emanuel Wilson

• Analyzed financial records to verify accuracy of tax returns.
• Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
• Increased client satisfaction by providing accurate and timely tax preparation services.
• Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
• 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.
• Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
• Communicated with clients regarding tax situations, providing guidance on financial decisions.
• Maintained compliance by adhering to current tax laws and regulations.
• Educated clients on tax planning strategies, helping them save money in future years.
• 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.
• Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.

Independent Tax Preparer

• 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.