ETHAN ATAGI
Lehi,UT
Summary
Tax preparer and small business coach with 5 years of experience at Legacy Accounting Services, having filed hundreds of returns each year ranging from personal tax returns to corporations and partnerships. Skilled in developing tax strategies to minimize tax liability and enhancing team collaboration. I consistently meet expectations while effectively communicating with clients and ensuring satisfaction.
Overview
2
2
Languages
6
6
years of professional experience
Work History
ASSISTANT LIFE COACH
LIVE STRONG HOUSE LLC
09.2020 - 12.2021
- Prepared troubled young adults to adjust to life outside of programs
TAX PREPARER/SMALL BUSINESS COACH
LEGACY ACCOUNTING SERVICES LLC
South Jordan, Utah
01.2022 - Current
- Prepared and reviewed tax returns for individuals, partnerships, corporations, and trusts, ensuring compliance and accuracy.
- Communicated tax strategies to clients, addressing questions and concerns effectively.
- Oversaw tax preparation and business coaching for Spanish-speaking clients, serving as the firm's primary Spanish representative. Managed client communication, issue resolution, and ongoing service need with all Spanish-speaking clients.
- Collaborated with team members to enhance efficiency of tax preparation process, improving turnaround time.
- Responded to state and federal tax notices with detailed written responses and tax return amendments, mitigating potential client liabilities.
Education
MBA -
Weber State University
Ogden, UT12-2023
Bachelor of Arts - Spanish, Business
Weber State University
Ogden, UT04-2022
Bachelor of Science - Business Management, Spanish
Brigham Young University
Provo, UT06-2020
Skills
- Tax preparation
- Tax strategy development
- Client communication
- Client relationship management
- Team collaboration
- Problem solving
Leadership Roles
- Manager at Legacy Accounting Services
- Member of Weber State University Football Team Leadership Committee
- Member of Brigham Young University Football Team Leadership Council
- Member of Division I Football Oversight Committee Student-Athlete Connection Group
- Member of Weber State University Student Athlete Advisory Committee
- Eagle Scout Recipient
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
TAX PREPARER/SMALL BUSINESS COACH
LEGACY ACCOUNTING SERVICES LLC
01.2022 - Current
ASSISTANT LIFE COACH
LIVE STRONG HOUSE LLC
09.2020 - 12.2021
MBA -
Weber State University
Bachelor of Arts - Spanish, Business
Weber State University
Bachelor of Science - Business Management, Spanish
Brigham Young University