Erica Lopez
Mount Pleasant
Summary
Dynamic small business owner with a proven track record at ML Tax and Multiservices, enhancing client satisfaction through accurate tax preparation and strategic financial advice. Skilled in financial management and customer relations, I leverage technology to optimize operations and ensure compliance, driving business growth and fostering strong client relationships.
Overview
13
13
years of professional experience
2
2
Languages
Work History
Owner
ML Tax and Multiservices
Mount Pleasant, TX
02.2026 - Current
- Implemented technology solutions for improved accuracy in tax filings and reporting.
- Prepared individual and business tax returns ensuring compliance with federal and state regulations.
- Educated clients on tax strategies and implications to optimize their financial outcomes.
- Analyzed financial documents to identify potential deductions and credits for clients.
- Analyzed financial records to verify accuracy of tax returns.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Facilitated notarization of documents, ensuring compliance with state regulations and client requirements.
- Reviewed legal documents for accuracy, identifying potential discrepancies before execution.
- Coordinated with clients to schedule appointments, optimizing workflow and client satisfaction.
- Educated clients on the notarization process, enhancing understanding and trust in services provided.
- Maintained accurate records of notarized documents, adhering to confidentiality standards and regulations.
Supervisor
Tortilleria Las Seis Martinez
Mount Pleasant, TX
03.2013 - Current
- Supported inventory management by tracking stock levels and replenishing supplies.
- Monitored daily operations to ensure compliance with quality standards.
- Analyzed sales reports to identify trends, making data-driven recommendations for performance improvement.
- Maintained strong relationships with key clients, fostering loyalty and repeat business opportunities.
- Supervised daily sales operations, ensuring compliance with company policies and procedures.
- Analyzed order data to identify trends and improve fulfillment accuracy.
- Collaborated with suppliers to resolve issues related to order fulfillment and inventory shortages.
- Interfaced with sales, operations and functional groups to facilitate order flow and meet processing metrics.
Education
Associate of Science - Accounting
Northeast Texas Community College
Mount Pleasant, TX05-2025
Business Administration
Northeast Texas Community College
Mount Pleasant, TX05-2025
Skills
- Small business operations
- Customer relations
- Business administration
- Financial management
- Administrative oversight
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Owner
ML Tax and Multiservices
02.2026 - Current
Supervisor
Tortilleria Las Seis Martinez
03.2013 - Current
Associate of Science - Accounting
Northeast Texas Community College
Business Administration
Northeast Texas Community College