Adept at income tax preparation and client communication, I have excelled in roles across LG TAX SERVICES and other esteemed firms. My expertise in electronic notarization and dedication to fraud prevention have driven significant client satisfaction, showcasing my ability to blend technical proficiency with exceptional interpersonal skills.
Overview
6
6
years of professional experience
Work History
Tax Preparer
LG TAX SERVICES
PALMER, TX
11.2024 - Current
Reviewed prior year's returns for accuracy and completeness before submitting them.
Provided exceptional customer service, addressing client concerns and questions promptly.
Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
Produced work papers and lead sheets, tax projects and payment estimations.
Conducted client interviews to gather necessary documentation and information for tax preparation.
Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
Created spreadsheets detailing income sources, deductions, credits, estimated payments.
Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
Calculated quarterly estimated tax payments for self-employed clients and small businesses.
Assisted clients in responding to IRS notices of deficiency or audit findings.
Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
Filed electronically through approved software programs.
Leasing Assistant
Certified Apartments Staffing
Arlington, TX
01.2024 - Current
Assisted with the preparation and execution of lease documents for new tenants.
Managed multiple tasks simultaneously while meeting tight deadlines.
Performed administrative tasks such as filing, scanning, photocopying, faxing and mailing documents.
Inspected vacant units prior to move-in to ensure they are ready for occupancy.
Planned, scheduled and coordinated general maintenance or repairs for commercial or residential properties.
Answered calls and responded to inquiries from various parties using strong active listening and open-ended questioning skills to resolve problems.
Contacted and followed up with tenants on renewal notices.
Answered phone calls from prospective tenants and provided information about available rental units.
Sr. Director, Commercial Quality at Capstone Development Services/LG PharmaceuticalsSr. Director, Commercial Quality at Capstone Development Services/LG Pharmaceuticals