Enrolled Agent and Master Tax Advisor experienced in federal, state, and multi-state tax preparation, IRS representation, and tax notice resolution. Delivered strategic tax planning and compliance through accurate preparation of complex returns and effective client communication.
Overview
1
1
Language
1
1
Certification
29
29
years of professional experience
Work History
Enrolled Agent/ Master Tax Advisor
H&R Block
2013 Williamsbridge Road, Bronx, NY 10475
06.2013 - 06.2025
Represented clients before IRS and state tax authorities during audits and examinations.
Advised clients on tax planning strategies, deductions, credits, and estimated payments.
Resolved tax notices by analyzing filings, supporting documentation, and correspondence requirements.
Prepared complex federal, state, and multi-state returns with accuracy and compliance.
Federal and State Income Tax Preparer
QVS Income Tax Services, Inc
912 Soundview Avenue, Bronx, NY 10472
10.1996 - 08.2013
Prepared federal and state income tax returns with thorough review of supporting documentation and client data.
Interpreted tax laws to identify eligible deductions, credits, and filing requirements for diverse clients.
Reviewed prior-year returns and financial records to ensure accuracy and consistency across filings.
Resolved tax-related questions by explaining return details, forms, and documentation requirements clearly.
Maintained confidential client information while organizing records for efficient tax preparation and compliance.
Verified taxpayer eligibility for credits, exemptions, and filing statuses using current IRS and state guidelines.
Coordinated tax return completion with supporting schedules, attachments, and required signatures.
Strengthened filing accuracy by applying detailed quality checks before submission to tax authorities.
Education
Bachelor of Science - Business/Accounting
Mercy University
Westchester County, NY
05-1980
Enrolled Agent - Taxation
Department of The Treasury/Internal Revenue Service
Washington
01-2017
Skills
Income tax preparation
Individual taxation
Professional development
Personal tax services
Tax planning strategies
Tax compliance
Payroll management
Tax law knowledge
Lifelong learning
Accomplishments
Grew business through word of mouth referrals and focusing on quality tax preparation.
Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
Achieved numerous recommendations from highly satisfied clients.
Certification
EA - Enrolled Agent
Languages
Spanish
Native or Bilingual
Timeline
Enrolled Agent/ Master Tax Advisor
H&R Block
06.2013 - 06.2025
Federal and State Income Tax Preparer
QVS Income Tax Services, Inc
10.1996 - 08.2013
Enrolled Agent - Taxation
Department of The Treasury/Internal Revenue Service