Haytham Eldeary
Rancho Cucamonga,California
Summary
Professional tax advisor with proven track record in financial oversight and regulatory compliance. Known for delivering accurate tax solutions and offering strategic guidance to clients. Highly collaborative team player who adapts seamlessly to evolving tax regulations and client needs, showcasing proficiency in tax planning and problem-solving.
Overview
16
16
years of professional experience
Work History
Enrolled Agent
Alleviate Tax
05.2024 - Current
- Coordinated with cross-functional teams such as accounting departments or legal counsel when necessary for seamless service delivery.
- Educated clients on current tax laws, enabling them to make informed decisions regarding their finances.
- Resolved a variety of IRS issues for clients, including liens, levies, penalties, and unfilled returns.
- Conducted comprehensive reviews of prior-year returns to identify potential errors or missed opportunities for additional deductions.
- Developed customized tax plans for businesses, optimizing deductions and minimizing liability.
- Managed a diverse portfolio of individual and business clients across various industries, tailoring services accordingly.
- Provided ongoing consultation services to high-net-worth individuals, addressing their unique financial needs and concerns.
- Conducted thorough research on new tax legislation, maintaining up-to-date knowledge to better serve clients.
- Prepared accurate and timely tax returns, ensuring client satisfaction and compliance with IRS regulations.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Identified potential audit red flags to minimize risk of IRS audits.
- Collaborated with fellow Enrolled Agents to develop best practices for tax planning and preparation services.
- Exceeded client expectations through meticulous attention to detail in all aspects of tax preparation work.
Enrolled Agent
H&R Block
10.2021 - 04.2024
- Advised clients with issue resolution through proactive communication with IRS personnel.
- Guided individual and business tax clients and prepared simple to complex tax returns.
- Educated clients regarding pretax planning, financial statements and corporate tax returns.
- Achieved a book of business of more than 400 clients.
- Adapted to new technology and conducted virtual tax interviews and planning sessions with clients.
- Built strong client relationships through clear communication and understanding of individual financial situations.
Master Tax Advisor
intuit
09.2023 - 04.2024
- Advised turbo tax clients navigate through tax preparation tasks by answering their questions and help them complete their return via phone or video call.
- Adapted to new technology and conducted virtual tax interviews and planning sessions with clients.
- Prepared individual and business tax returns by gathering financial information from clients.
- Conducted thorough research on evolving tax regulations, enabling the provision of up-to-date advice for clients'' unique situations.
- Resolved client disputes professionally, maintaining effective communication channels while working towards mutually beneficial resolutions.
Tax Consultant
Alex financial
08.2019 - 10.2021
- Prepared tax returns for clients, answer client questions, help them prepare for future tax situations, and analyze information to ensure compliance with government regulations.
- Analyzed income statements and balance sheets for more than a hundred clients to identify potential tax savings opportunities.
- Reviewed clients' financial records to determine their overall tax liability.
- Streamlined tax preparation process for increased efficiency and accuracy.
Insurance Agent
Allstate
10.2014 - 07.2019
- Provided home, life, business, health, automobile, group, and other types of insurance to individuals or companies.
- Mastered strong customer relationships with regular outreach and follow-ups to maintain high satisfaction rate.
- Achieved and consistently exceeded monthly and quarterly insurance sales goals through detailed product and service knowledge.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
Sales Consultant
Glendora Hyundai
05.2009 - 09.2014
- Negotiated prices and completing sales and purchasing contracts.
- Identified customers' needs based on sales calls and face-to-face meetings.
- Advised customers on different financing options.
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Education
Master of Arts - Tax Law
Thomas Jefferson School of Law
San Diego, CA09.2013
J.D. - Law
Alexandria University School of Law
Alexandria,Egypt 09-1991
Skills
- Effective communication skills
- Federal tax negotiation skills
- Effective tax planning methods
- Tax software mastery
- Analytical problem solving
- Skilled in tax compliance research
- Continuing education commitment
Languages
Arabic
Native or Bilingual
English
Full Professional
Certification
- EA - Enrolled Agent
Accomplishments
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Exceeded quarterly productivity objectives 5 times.
- Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
- Completed more than 600 individual tax returns during 2024s tax season.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkPart TimeQuote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Enrolled Agent
Alleviate Tax
05.2024 - Current
Master Tax Advisor
intuit
09.2023 - 04.2024
Enrolled Agent
H&R Block
10.2021 - 04.2024
Tax Consultant
Alex financial
08.2019 - 10.2021
Insurance Agent
Allstate
10.2014 - 07.2019
Sales Consultant
Glendora Hyundai
05.2009 - 09.2014
Master of Arts - Tax Law
Thomas Jefferson School of Law
J.D. - Law
Alexandria University School of Law
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