ERICA ROWELL

• 5 YEARS OF IEP WRITING
• 12 YEARS TAX PREPERATION
• AUDITS
• BUSINESS GENERATION
• AMENDMENTS
• BUSINESS TAXES $240K OR LESS NO CORPORATIONS, LLC
• BOOK KEEPING
• QUICKBOOKS
• W2
• 1099
• IDENTITY THEFT
• Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns
• Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation
• Maintained complete records of client tax returns and supporting documentation in secured areas
• Facilitated integration of modern tax software with client accounting software
• Offered clients recommendations to reduce tax liabilities
• Delivered comprehensive tax documentation required for accurate individual and corporate returns
• Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement

• Palliative Care
• In home hospice, dietary, wound care, house and bill management, RX disbursement
• Traveled to clients' homes to complete healthcare services and promote continuity of care
• Administered medication as directed by physician
• Assisted disabled clients to support independence and well-being
• Supported families through difficult times by offering emotional support and education on important care tasks
• Checked and recorded vital signs, noting any significant changes and assisted nurses with treatment
• Comforted family members, offered attentive listening and high level of emotional support
• Collaborated with physicians to design at-home medication guidelines and educated patients and families on correct medication administration

Notary

• Basic Notarizations: Will, POA, Title Transfers, Mortgage, Unemployment
• Worked with Various Law Firms, Hospitals, Individuals and Families.
• Saved $1700 by implementing cost-saving initiatives that addressed long-standing problems giving suggestions on Trust, Transfer, Bond and POA
• Generated reports, uploaded documents into digital storage and prepared client case affidavits
• Met with clients in Home, Hospital, Nursing Home, SNF environment to witness signings
• Looked for signs of fraud or coercion and refused notarization
• Updated journal with names and dates for permanent record
• Maintained comprehensive understanding of digital fraud and electronic signature verification, keeping sensitive documents secure and verifying authenticity

• Term Life Insurance, family debt solutions, estate planning financial advising

• Manage crew of four to ten men, work multiple jobs at given interval weeks, work independent contracts and insurance contracts
• Coordinate and negotiate construction contracts
• Assign work, office management, various reports pertaining to the business, budget, supply depreciation, inventory of tools, supplies, filing, accounts payable, and accounts receivable
• Collections, accounting (three accounts), bookkeeping, data entry, scheduling, time sheets, customer insurance liaison, entry level appraiser, Insurance claims, insurance supplements, contract work with private businesses
• PAYROLL
• (Two schedules)

• CRS, AARP
• Insurance License, Worked on Florida Licenses, (Not Complete) Prepare and reviewed Medical
• Insurance Claims, ensured payment to providers, Provider Express
• Troubleshooting for claims and memberships, Memberships, Kept times down, Retention sales,
• Team sunshine chairperson
• Insurance Planning for Medicare, GAP, Medicaid subsidized suspensions, Processed Medicaid
• Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
• Subsidized Suspensions,
• Processed Insurance Payments, Processed and posted credits, Data Entry, Collections(called members who's bills lapsed before canceling to see if they intentionally didn't pay the bill or was it an honest oversight.)
• Medicare Part B, and D, Departmental Transfers of Medicare Part D
• Humana Insurance, Aetna, Self and group medical Plans
• Gerontology training
• Baby Boomer training, Grief counseling, coping recommendations given,
• Created monthly reports of personal sales and other accomplishments pertaining to various bonuses, survey taker
• Weekly and Monthly meeting with supervisors and company director and other upper level management
• Marketing

• Contracted through MCI Long Distance Company, Data Entry, Assisted Customers with Local, Long
• Distance and regional telephone services pertaining to residential and commercial telephones
• Telephone line transfers, bill reduction, discounts,
• Helped manage a full time of twelve and part time team of eight
• Team remained in the top one or two night shift position
• Always met personal and team goals
• Motivational speaker to team and new hire trainees
• Conference calls with other centers and upper management
• Event planning for semi annual conference and office awards as well as special outings for top reps
• Took part in various Special Projects based on performance
• (ie: MCI's version of Verizon Freedom
• Package; included unlimited local long distance, regional calling and Five phone features)

• Sort Tax Documents, Prepared Forms, Produce Manual Information,
• Route Files to proper department and class,
• Obtain Information w/Instructions,
• Mail room when needed or work was slow.

• Helped clients w/ day to day activities while helping them reach their goals,
• Three clients on one,
• Made sure clients attended work or workshops depending on the personal care plans and interaction level of the clients
• (graded or classed as, high, low, moderate etc.)
• Did shopping, Appointment settings, meds, med log,
• Client goal sheets, staff information book,
• Cleaned the house washed the clients dressed the clients did complete bleaching of house shampooed carpets, cooking, took clients on outings, planted flowers and other yard work Food shopping,
• Did arts and crafts with clients on the weekends
• Did spend downs and logs of clients money and objects bought for them throughout the month
• Worked directly with supervisor and upper management to plan trips for clients to Florida, California, family vacations etc.

• Contracted through Verizon
• Worked on the Freedom Package,
• Data entry assisted consumers with service up-grades, connections, billing, discounts, credit checks, one year and two year service contracts,
• Took orders for the bundle package including adding verizon wireless into the bundle
• Special projects through other entities of the base company, worked on book memberships, and selling books and taking orders from websites
• Processing payments, giving feedback to upper management about various projects
• Determined if special projects went mainstream throughout company and shifts
• Paperwork