Detail-oriented tax professional with proven ability in tax compliance and multistate tax filing. Skilled in preparing accurate tax returns and providing expert client support.
Overview
16
16
years of professional experience
Work History
Tax Professional
Tax Services of America
Delaware, OH
11.2025 - 04.2026
Prepared tax returns for individual and business clients, ensuring accuracy and compliance with regulations.
Assisted in gathering and organizing financial documents to facilitate efficient tax preparation processes.
Utilized tax software to input client data, enhancing workflow efficiency and reducing processing time.
Researched tax laws and updates to provide informed advice and support to clients during consultations.
Maintained meticulous records of client interactions and transactions for future reference and compliance purposes.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Direct Support Professional
Open Door
Columbus OH
12.2009 - 06.2024
Provided individualized support to clients, enhancing daily living skills and promoting independence.
Developed and implemented personalized care plans tailored to client needs and preferences.
Facilitated communication between clients, families, and multidisciplinary teams to ensure cohesive care delivery.
Monitored client progress and adjusted interventions according to evolving needs and goals.
Trained new staff on best practices in client support and safety protocols for optimal service delivery.
Advocated for client rights and needs within community resources, ensuring access to essential services.
Assisted clients with daily living needs to maintain self-esteem and general wellness.
Enhanced quality of life for individuals with disabilities by providing compassionate and consistent direct support.
Monitored medication administration, maintaining accurate records to ensure client safety and compliance with prescribed treatment plans.
Assisted disabled clients to support independence and well-being.
Facilitated social outings and community integration activities, promoting inclusion and positive experiences for clients.
Transported clients to medical and dental appointments to provide support.
Education
High School Diploma -
Lima Senior High School
Lima
06-1974
Skills
Tax credits and incentives
State and local taxation
Tax law interpretation
Tax compliance expertise
Mathematical calculations
Internal revenue service correspondence
Multistate tax filing
Local, state, and federal tax returns
Data inputting
Tax return preparation
Tax compliance
Accomplishments
Completed more than 100 individual tax returns during 2025s tax season.
Achieved numerous recommendations from highly satisfied clients.
Grew business through word of mouth referrals and focusing on quality tax preparation.
Achieved refunds for clients through effectively helping with [Task]tax insurance documents.