Isabel Allemang

• Prepared tax returns for clients in various industries according to government regulations and requirements.
• Analyzed financial records to verify accuracy of tax returns.
• Researched complex tax issues utilizing online resources and professional tax software.
• Liaised with accountants to confirm accuracy of client tax returns.

Provided top notch guidance and customer service to clients using Turbo Tax software.

Prepared tax returns in a timely manner.

• Represent taxpayers to the IRS by addressing their tax compliance, liability and ability to pay. Negotiate installment agreements and settlement options with both Federal and State entities.
• Drove dispute resolutions using effective problem-solving and by guiding mutual understanding of opposing viewpoints.
• Advised parties on dispute resolution processes, policies and procedures, helping disputants make informed choices.

• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Maintained compliance by adhering to current tax laws and regulations.
• Analyzed financial documents to accurately reflect client information on tax returns.

• Deliver strategies to address retirement and tax planning challenges, succession and estate planning, specialty benefit programs for business.
• Delivered presentations to key decision makers and offered financial recommendations.
• Review employee benefit programs with enrollees.
• Provided tax preparation services
• Educated and worked with clients on ROI terms to find accurate solutions.

• Oversaw enrollment of new employees and company-wide yearly enrollment period.
• Provided assistance to plan participants by explaining benefits information to ensure educated selections.

• Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
• Facilitated employee enrollments during various Open Enrollment periods.

• Created, organized and maintained employee personnel files to keep sensitive data secure.
• Reviewed and processed payroll-related actions to drive data accuracy and comply with company policy and federal and state regulations.
• Processed employee status changes, keeping human resources systems and employee records up to date.

• Handled resident complaints and expedited maintenance requests.
• Inspected properties regularly to identify deficiencies and schedule repairs.
• Collected monthly assessments, rental fees, deposits and payments.
• Coordinated general maintenance and repairs to keep facilities operational and attractive.
• Solicited and analyzed bids for repairs, renovation and general maintenance.
• Conducted apartment tours for potential tenants and answered questions about property.
• Reviewed completed applications and assessed household information against file history and program regulations.