Specializing in income tax preparation, ensuring accuracy and compliance in filings. Demonstrated ability to enhance client satisfaction through effective communication and problem resolution, including IRS audit assistance. Expertise in electronic notarization and fraud prevention further strengthens client trust and service efficiency.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Preparer
LG TAX SERVICES
PALMER
11.2024 - Current
Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
Calculated quarterly estimated tax payments for self-employed clients and small businesses.
Reviewed prior year's returns for accuracy and completeness before submitting them.
Produced work papers and lead sheets for tax projects and payment estimations to ensure thorough preparation.
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.
Assisted clients in responding to IRS notices of deficiency or audit findings.
Provided exceptional customer service, addressing client concerns and questions promptly.
Notary Public
GABRIELA HERNANDEZ
PLANO
01.2024 - Current
Prepared and notarized legal documents such as deeds, mortgages, contracts, affidavits, and powers of attorney.
Verified customer signatures and identification documents to uphold legal standards and prevent fraud.
Verified identification of signee by looking through identification documents, licenses and passports.
Checked customer ID documents for completeness and accuracy prior to notarizing them.
Reviewed documents and personal identifying paperwork or government-issued IDs for each person.
Reviewed signed documentation for accuracy and compliance prior to submission to relevant authorities.
Advised clients on laws governing notary services.
Communicated fees for notary services to customers, ensuring transparency and understanding.
Scheduled appointments with customers in need of Notary services.
Texas Inter Faith
Assistant Manger
McKinney
02.2025 - 10.2025
Oversaw lease agreements and ensured compliance with company policies.
Ensured compliance with all state and local laws regarding fair housing practices.
Resolved tenant complaints promptly to foster positive relationships and tenant satisfaction.
Handled evictions and prepared court documents to ensure adherence to legal processes.
Coordinated move-in and move-out procedures including inspections and cleaning services.
Performed regular site visits to check on conditions of the premises.
Increased occupancy through dynamic marketing initiatives.
Managed documentation to ensure compliance with company policies and support operational integrity.
Assisted with data analysis to inform decision-making processes.
Leasing Assistant
Certified Apartments Staffing
Arlington
01.2024 - 05.2025
Assisted with the preparation and execution of lease documents for new tenants.
Contacted tenants to discuss lease renewal options and details.
Managed multiple tasks simultaneously to ensure timely completion of leasing activities.
Inspected vacant units prior to move-in to ensure they are ready for occupancy.
Answered calls and responded to inquiries from various parties using strong active listening and open-ended questioning skills to resolve problems.
Coordinated scheduling and execution of maintenance and repairs for commercial and residential properties to maintain tenant satisfaction.
Coordinated timely maintenance services for existing tenants to address issues.
Compiled monthly reports detailing occupancy levels, rents collected, and renewal rates to inform property management decisions.
Front Desk Receptionist
Five Star Senior Living
Dallas
02.2019 - 01.2024
Answered incoming calls, redirected callers to appropriate personnel or department, and took messages.
Received incoming calls and coordinated with staff to fulfill customer requests.
Investigated and resolved client complaints, enhancing customer satisfaction.
Assisted in the preparation of meeting rooms and facilities for scheduled events.
Coordinated maintenance requests for office equipment and facilities, ensuring operational efficiency.
Signed for packages, recorded deliveries and distributed to personnel.
Updated and maintained office policies and procedures to align with best practices.