JUDITH WILLE
MESA,AZ
Summary
To seek and maintain a seasonal tax preparer position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
Work History
Owner
One Stop Business Services, LLC
01.2017 - Current
- During tax season prepare small numbers of individual, small business, and fiduciary returns for family, friends, and clients using Drake Tax software.
- IRS Enrolled Agent License is current and IRS CPE requirements are up-to-date through tax year 2023.
Owner
One Stop Business Services, LLC
01.2009 - 08.2016
- Owned and operated a tax and accounting office with two full-time employees and seasonal help during tax season.
- When I retired and moved to Mesa, AZ, my office served over 400 tax clients, 25 bookkeeping clients, and 15 payroll clients.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Prepared bank deposits and handled business sales, and transaction reports.
- Consulted with clients to assess needs and propose optimal solutions.
- Put together realistic budgets based on costs and fees for successfully operating the business.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Trained and guided team members to maintain high productivity and performance metrics.
- Interacted well with clients to build connections and nurture relationships.
- Personally handled problematic clients to maintain excellent customer service.
Education
No Degree - Business Administration And Management
Riverside Community College
Riverside, CANo Degree - Business Administration And Management
San Bernardino Community College
San Bernardino, CAHigh School Diploma -
South High School
Columbus, OH, USSkills
- Attention to Detail
- Customer Service
- Decision Making
- Leadership Abilities
- Team Building
- Budgeting and Forecasting
Additional Information
- I have been preparing tax returns since 1983, when I completed an H&R Block Tax Training program.
- I retired in October 2003 after serving two years active duty in the U.S. Army and 26 years in the U. S. Air Force Reserves . I retired from Civil Service (OPM) in December 2003 with 26 years service.
Timeline
Owner
One Stop Business Services, LLC
01.2017 - Current
Owner
One Stop Business Services, LLC
01.2009 - 08.2016
No Degree - Business Administration And Management
Riverside Community College
No Degree - Business Administration And Management
San Bernardino Community College
High School Diploma -
South High School
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