Hortensia Villota

Reviewed and analyzed client data and accurately prepared income tax returns and tax research.

• Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
• Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
• Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
• Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
• Assessed client tax situations to determine best filing options.
• Calculated estimated tax payments for clients.

• Open accounts payable, creating purchase order, receiving and shipping products, to cut checks runs, maintain, disburse and account for petty cash, creating monthly reports, match packing list with purchase order, managing inventory, payroll
• Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
• Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
• Handled sensitive employee and client information with utmost confidentiality.
• Implemented comprehensive training program for new hires, improving their integration into team and productivity.

• Working in kindergarten area, helping with reading and writing skills, and to enhance math abilities
• Supported students with special needs by adapting lessons and providing necessary accommodations in collaboration with special education staff.
• Helping student learning objectives through personalized and small group assistance.

• Executing and filling tax returns for customers, tax returns with retirement, stock bonds, self employed, tuition, earned income credit, rentals
• Maintained positive relationship with customers, solving any tax related problem.
• Educated clients on various aspects of taxation, empowering them to make informed financial decisions.
• Calculated estimated tax payments for clients.