Judy Hubbard
St Albans,WV
Summary
Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing 30 years of experience helping individual's and business clients maximize return values while minimizing liabilities.
Overview
60
60
years of professional experience
Work History
Tax Preparer
H&R Block
01.1992 - 01.2022
- Completed and filed returns with tax departments at local, state and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Offered clients recommendations to reduce tax liabilities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Interviewed numerous clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Facilitated communication between clients and tax authorities.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Prepared US, multistate and international tax returns for business clients.
Office Clerk
H&R Block
01.1992 - 01.2022
- Interacted with customers by phone, email or in-person to provide information.
- Provided clerical support to company employees by copying, faxing and filing documents.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Maintained organized files and stocked supplies to support team needs and maximize performance.
- Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
- Kept reception area clean and neat to give visitors positive first impression.
- Maintained composure in stressful situations and continued to provide helpful and kind guest services for fantastic customer satisfaction.
- Checked documentation for accuracy and validity on updated systems.
- Handled incoming business and client requests for information.
- Managed multiple projects simultaneously using organizational and analytical skills.
- Helped staff complete special projects by organizing documentation and supplies to handle forecasted demands.
- Handled client correspondence and tracked records to foster office efficiency.
- Assisted team members with administrative requirements by expertly using diverse office software.
Education
GED -
Christopher High School
ChristopherTax Preparation
H&R Block
315 B Street StAlbans WVSkills
- Individual Tax Returns
- Client Invoicing
- Client Tax Services
- Tax Computation
- Adjustments and Deductions
- Client Records Review
- Tax Form Completion
- Mortgage-Related Documents
- Tax Liability Management
- Tax Code Knowledge
- Due Diligence
- Exemptions Expertise
- IRS Correspondence
- Tax Return Preparation
- Income Statements
- Individual Returns Preparation
- Tax Audit Procedures
- Clerical Support
- Tax Payment Estimations
- Internal Revenue Service Correspondence
- Bank Deposits
- Office Cleaning
- Understanding of Applicable Laws
- Valid PTIN
- Personal Interviews
- Client Support
- Team Training
Timeline
Tax Preparer
H&R Block
01.1992 - 01.2022
Office Clerk
H&R Block
01.1992 - 01.2022
GED -
Christopher High School
Tax Preparation
H&R Block
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