Experienced Tax Professional skilled in tax return preparation and IRS compliance. Expertise in financial data analysis and resolution of complex tax issues. Committed to exceptional client service and adherence to evolving regulations. Proficient in completing documentation accurately and efficiently.
Overview
43
43
years of professional experience
Work History
Tax Preparer/Owner
Americas Tax Service
Pearland
01.2003 - Current
Prepared federal and state individual (1040) tax returns, ensuring accuracy and compliance for diverse clients.
Analyzed financial data to identify tax treatment opportunities and resolve potential issues for clients.
Researched IRS regulations and state tax laws to support complex filing scenarios.
Managed client communication, scheduling, and documentation to ensure seamless service delivery.
Maintained client trust through consistent, reliable, and confidential service.
Adapted to tax law changes and filing requirements, maintaining compliance across multiple tax seasons.
Tax Associate
Intuit
Mountain View
01.2023 - 04.2026
Prepared and reviewed complex federal and state individual (1040) tax returns with high accuracy in fast-paced, high-volume environment.
Acted as primary resource for agents on intricate tax scenarios and research inquiries, ensuring accurate resolutions.
Researched and interpreted IRS publications and state regulations to resolve tax issues.
Exercised sound judgment to determine appropriate tax treatment for diverse financial situations.
Ensured strict adherence to IRS compliance standards and internal quality requirements, fostering a culture of accountability.
Managed productivity expectations while delivering quality service during peak tax season, contributing to client satisfaction.
Adapted swiftly to changes in tax laws, workflows, and evolving processes.
Special Education Teacher
Various School Districts
Atlanta
08.2011 - 05.2022
Developed individualized education plans for students with diverse needs.
Conducted assessments to evaluate student performance and growth.
Implemented behavior management strategies in classroom settings.
Maintained accurate records of student progress toward IEP goals.
Collaborated with parents and staff to support student progress.
Facilitated communication between students and support teams.
Adapted curriculum materials to accommodate various learning styles.
Participated in professional development to enhance teaching skills.
First Class Petty Officer (E6)
United States navy (Retired)
New Orleans
12.1982 - 06.2003
Supervised training programs for junior personnel in operational procedures to enhance readiness.
Coordinated logistics for personnel deployments and equipment transportation, ensuring seamless support of mission objectives.
Managed daily operations within assigned units, ensuring optimal mission readiness at all times.
Developed standard operating procedures for various naval activities, enhancing efficiency and consistency.
Evaluated staff performance to uphold strict adherence to military standards and expectations.
Trained and supervised personnel in daily operations, fostering skill development and teamwork.
Identified improvement areas and proposed measures, enhancing overall performance and readiness.
Maintained accountability for assigned personnel, prioritizing training discipline and welfare.