Assisted clients in responding to IRS notices of deficiency or audit findings.
Compiled data from clients to complete tax forms accurately.
Filed electronically through approved software programs.
Collected and organized documents, such as birth certificates, passports, visas, marriage certificates, affidavits of support, and other evidence for review.
Assisted in the preparation of immigration forms, including petitions and applications.
Maintained current knowledge of changes in immigration policies, procedures, and law.
Life Insurance Agent
Transamerica Life Insurance Company
Cranford, NJ
06.2018 - 06.2025
Reviewed existing contracts to make sure they are compliant with state regulations.
Provided personalized service to clients by phone, email, or in-person meetings.