Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

John Cook

Bradenton,FL

Summary

Detail-oriented Tax Preparer with TEN years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

28
28
years of professional experience

Work History

Tax Preparer

Gardner&ThomasCPAFirm
02.2023 - 05.2023
  • Assessed client tax situations to determine best filing options.
  • Liaised with accountants to confirm accuracy of client tax returns.
  • Utilized tax software to prepare returns and meet deadlines.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Researched tax implications for various deductions and credits.

TaxPreparer

JacksonHewittTaxServices
12.2017 - 02.2023
  • Self-motivated, with strong sense of personal responsibility.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Excellent communication skills, both verbal and written.
  • Passionate about learning and committed to continual improvement.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Worked flexible hours across night, weekend and holiday shifts.
  • Developed and maintained courteous and effective working relationships.
  • Identified issues, analyzed information and provided solutions to problems.
  • Cultivated interpersonal skills by building positive relationships with others.

IRS VolunteerTaxPreparer

IRS VITA Program
01.1995 - 04.1999

SeniorTaxesFilings

SeniorTaxReturnEvery15Minutes

OrganizedSystemOfPreparationToMeet15MinuteGoals

FiveDaysAWeekFrom9-5DurningTaxSeason

ThousandTaxReturnsFiled

Education

Master of Arts - Counseling

MarshallUniversity
Huntington, WV

Master of Arts - Economics,Accounting&Auditing

AppalachianStateUniversity
Boone, NC

Bachelor of Science - Business&Accounting

OhioUniversity
Athens, OH

Skills

  • Tax-related research
  • Tax return preparation
  • Tax code knowledge
  • Relationship building
  • Verbal/written communication

Additional Information

IRS-PTIN-#P02146687-2023

Timeline

Tax Preparer

Gardner&ThomasCPAFirm
02.2023 - 05.2023

TaxPreparer

JacksonHewittTaxServices
12.2017 - 02.2023

IRS VolunteerTaxPreparer

IRS VITA Program
01.1995 - 04.1999

Master of Arts - Counseling

MarshallUniversity

Master of Arts - Economics,Accounting&Auditing

AppalachianStateUniversity

Bachelor of Science - Business&Accounting

OhioUniversity
John Cook