JoAnn Hardin
De Kalb,TX
Summary
At H&R Block, I excelled as an Enrolled Agent, leveraging tax software mastery and exceptional client communication to enhance satisfaction and trust. My proactive approach in tax planning and IRS representation led to significant client benefits, showcasing my ability to solve complex issues and foster strong relationships.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Enrolled Agent
H&R Block
01.2000 - Current
- Handled client concerns swiftly and professionally to ensure satisfaction.
- Boosted customer contentment through accurate and prompt tax service provision.
- Cultivated strong client relationships via clear communication.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Prepared estimated tax calculations for clientele.
- Utilized tax software to prepare returns and meet deadlines.
- Reviewed financial documents to ensure tax returns' accuracy.
- Guided clients through tax planning methods, ensuring long-term monetary benefits.
- Evaluated client tax scenarios to identify optimal filing strategies.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Submitted completed returns to tax authorities at multiple levels.
- Maintained compliance by following up-to-date tax regulations.
- Showcased versatility in managing taxation issues for an array of clients including small business owners and those with various investment properties.
- Mediated between tax agencies and clients to address discrepancies effectively.
- Evaluated financial records to ensure accurate representation on tax returns.
- Ensured accuracy by meticulously double-checking calculations.
- Ensured on-time tax filing for every client while maintaining high standards of quality and accuracy.
- Engaged with clients concerning tax matters, delivering counsel on fiscal decisions.
- Kept up-to-date with federal and state tax laws, ensuring regulatory compliance.
- Excelled in precision by integrating current regulatory information into individual cases.
- Revamped tax filing workflows for clients, guaranteeing seamless operations.
- Recommended tax-saving strategies to clients.
- Facilitated comprehensive discussions on taxation.
- Enhanced knowledge by participating in industry-focused training and workshops.
- Analyzed tax filings to discover opportunities for further deductions and credits.
- Managed communications with IRS and different taxation agencies.
- Conducted research on intricate tax matters using online resources.
- Contributed to developing efficient tax preparation methodologies.
- Assessed impact of different deductions and credits on taxes.
Education
No Degree -
Texarkana College
Texarkana, TXIRS Seminars And Other Accepted CE Courses
Various Skills
- Income tax preparation
- Tax software mastery
- Continuing education commitment
- Individual taxation
- Tax law expertise
- Nonprofit taxation
- International taxation
- IRS representation
- Business taxation
- Tax debt resolution
- Tax research proficiency
- Estate and trust taxation
- Tax planning strategies
- Ethics and professional conduct
- Local, state, and federal tax returns
- Relationship building
- Client communication
- Tax return preparation
- Staff development
- New business development
- Tax law knowledge
- Tax compliance
- Regulatory compliance
- Corporate tax preparation
- Research/due diligence
- Virtual tax interviews
- Tax advising
- Tax consulting
- Tax planning
- IRS communication
- Teamwork and collaboration
- Problem-solving
- Individual tax returns
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent communication
- Critical thinking
Accomplishments
2016 recipient of Henry Bloch Excellence In Customer
- Managed 9 team members focused on Tax and OfficeProcedures, with strong track record of exceeding objectives.
- Maintained 97% client retention rate year-over-year.
- Achieved numerous recommendations from highly satisfied clients.
- Completed more than 400 individual tax returns during each tax season.
- Grew business through word of mouth referrals and focusing on quality tax preparation.
- Worked with clients to prepare individual tax, gift tax and estate tax returns.
Certification
- EA - Enrolled Agent
- Licensed Master Tax Advisor
Timeline
Enrolled Agent
H&R Block
01.2000 - Current
No Degree -
Texarkana College
IRS Seminars And Other Accepted CE Courses