EMMA ROMERO DELEON
FORT WORTH
Summary
Results-driven Tax Professional with extensive experience in income tax preparation at Lopez Lopez & Nephews Tax Service. Expertise in client communication and delivering tailored tax solutions. Achieved 30% increase in workflow efficiency through process optimization. Strong track record of building client relationships and ensuring accurate, timely services.
Overview
28
28
years of professional experience
Work History
Tax Preparer CO OWNER GENERAL MANAGER
LOPEZ LOPEZ & NEPHEWS TAX SERVICE
09.2023 - Current
- Enhanced client satisfaction by consulting to gather essential information efficiently.
- Boosted workflow efficiency by 30% through streamlined data entry processes.
- Maximized financial outcomes by developing tailored tax strategies for clients.
- Ensured accurate filings by reviewing financial documents for deductions and credits.
- Improved team efficiency by training junior staff on tax software usage.
- Provided compliance advice through up-to-date knowledge of changing tax laws.
Tax Preparer
SIN BARRERAS TAX SERVICE
01.2019 - 05.2023
- Identified discrepancies through thorough audits of completed tax returns.
- Streamlined workflows by implementing software tools for efficient data management.
- Ensured confidentiality of sensitive client information, fostering trust and loyalty.
- Verified accuracy of tax returns by analyzing financial records thoroughly.
- Delivered exceptional customer service during peak tax season, addressing concerns professionally.
- Increased client satisfaction through accurate and timely tax preparation services.
Tax Preparer
Liberty Tax Service
01.2014 - 11.2018
- Ensured compliance by reviewing client financial documents for tax regulations.
- Streamlined filing processes using tax preparation software for improved efficiency.
- Guided clients on tax liabilities and refund processes for better understanding.
- Mentored junior staff on effective client interactions and document review techniques.
- Developed tax-saving strategies and identified applicable credits for clients' situations.
Tax Preparer
ORALIAS TAX SERVICE
01.1998 - 07.2017
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
Education
High School Diploma -
SABINAL HIGH SCHOOL
Sabinal, TX05-1981
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Relationship building
- Bookkeeping
- Tax return preparation
- Client communication
- Data inputting
Accomplishments
- Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
- Improved team efficiency by implementing key process adjustments.
- Completed more than 880 individual tax returns during 2024s tax season.
- Grew business through word of mouth referrals and focusing on quality tax preparation.
CE CERTIFICATION
YEAR AFTER YEAR I DO CE CERTIFICATION
ALSO DO ALL THE BANK COMPLIANCE
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Tax Preparer CO OWNER GENERAL MANAGER
LOPEZ LOPEZ & NEPHEWS TAX SERVICE
09.2023 - Current
Tax Preparer
SIN BARRERAS TAX SERVICE
01.2019 - 05.2023
Tax Preparer
Liberty Tax Service
01.2014 - 11.2018
Tax Preparer
ORALIAS TAX SERVICE
01.1998 - 07.2017
High School Diploma -
SABINAL HIGH SCHOOL