JOSH RAMSEY
Summary
Enrolled Agent skilled in preparing and reviewing S Corporations, Partnerships, and C Corporations tax returns. Hands-on experience with tax software enhances workflow efficiency, and a commitment to compliance ensures accuracy in high-volume settings. Dedicated to supporting clients with tax planning and IRS representation.
Overview
4
4
years of professional experience
2
2
Certification
2
2
years of post-secondary education
Work History
Enrolled Agent
Adam Hodson CPA
Las Vegas
01.2026 - Current
- Reviewed client financial records to uncover missing information and maximize potential deductions
- Facilitated accurate documentation and timely filings for clients to ensure compliance
- Ensure compliance with federal and multi-state tax regulations
- Assisted clients with IRS notices by gathering documentation and effectively communicating with tax authorities
Licensed Tax Preparer
Business Tax Solutions
Las Vegas
05.2025 - 10.2025
- Ensured accurate filings and compliance with federal and state requirements, minimizing risk of penalties
- Prepared S Corporation and Partnership returns
- Supported workflow optimization and staff training to enhance team efficiency
Licensed Tax Preparer
Bean Counter Tax Service
Eugene
10.2023 - 05.2025
- Delivered tax planning and compliance guidance to optimize client tax positions
- Prepared individual and business returns including C Corporations, S Corporations, and Partnerships
- Oversaw bookkeeping and payroll operations using QuickBooks Desktop and Online to ensure accurate financial records
Licensed Tax Preparer
H&R Block
Eugene
01.2023 - 10.2023
- Prepared high-volume individual tax returns, ensuring accuracy and compliance with tax regulations
- Prepared individual and business tax returns using tax software tools.
- Reviewed client financial documents for accuracy and completeness.
- Assisted clients in understanding tax regulations and filing requirements.
- Supported audit documentation and amendments, facilitating successful compliance reviews
Education
AAS - Accounting
Lane Community College
01.2022 - 06.2024
Skills
- Tax preparation
- Tax planning
- IRS representation
- Multi-State Filings
- Business taxation
- Individual taxation
- Audit support
- IRS correspondence
- Bookkeeping
- CCH Axcess
- Drake
- LaCerte
- QBO
- Bookkeeping
- IRS representation
- Tax preparation
- IRS correspondence
Certification
- Oregon Tax License, 2023
- Enrolled Agent, 2026
Timeline
Enrolled Agent
Adam Hodson CPA
01.2026 - Current
Licensed Tax Preparer
Business Tax Solutions
05.2025 - 10.2025
Licensed Tax Preparer
Bean Counter Tax Service
10.2023 - 05.2025
Licensed Tax Preparer
H&R Block
01.2023 - 10.2023
AAS - Accounting
Lane Community College
01.2022 - 06.2024