Summary
Overview
Work History
Education
Skills
Timeline
Generic

ERVIN DUFFEY

Murrieta,CA

Summary

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. Detail-oriented Tax Preparer with 35 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. High-performing OLWNER proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.

Overview

35
35
years of professional experience

Work History

Tax Preparer

PREMIER TAX SERVICE
Murrieta, CA
01.1989 - Current
  • 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.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Assessed client tax situations to determine best filing options.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.

Education

Associate of Science - Respiratory Therapy

East Los Angeles College
Monterey Park, CA
06.1978

Skills

  • Local, State and Federal Tax Returns

Timeline

Tax Preparer

PREMIER TAX SERVICE
01.1989 - Current

Associate of Science - Respiratory Therapy

East Los Angeles College
ERVIN DUFFEY