Kandace McDaniel, EA
Houston,TX
Summary
Seasoned Professional, Enrolled Agent, with comprehensive knowledge in individual and business tax preparation. Possess strong analytical skills, adept at interpreting complex tax laws and ensuring compliance. Demonstrated success in identifying potential deductions and credits, minimizing liabilities, streamlining processes, and providing guidance to clients on tax planning matters. Known for high productivity and efficient task completion. Specialized in tax code interpretation, financial record analysis, and software utilization for precise tax preparation. Excel in communication, problem-solving, and time management, ensuring smooth operation during peak tax season.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Professional Tax Preparer
Bay Area Business Services, Inc
League City, TX
07.2006 - Current
- Conducted analysis of client financial records to maintain accuracy.
- Prepared federal, state, and local tax returns with attention to detail and accuracy.
- Submitted completed tax forms electronically using professional software programs.
- Advised clients of the best strategies to reduce their tax liability while adhering to regulations.
- Maintained knowledge of changes in the industry through continuing education courses.
- Developed relationships with new customers through referrals from existing customers.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Provided guidance on how to properly file amended returns when errors were identified in previously filed returns.
- Liaised between clients and tax authorities such as IRS representatives.
Education
NTPI Fellow -
National Association of Enrolled Agents
Washington, VA11-2024
Some College (No Degree) - Accounting Technology and Bookkeeping
San Jacinto College District
Pasadena, TXSkills
- Payroll Management
- Bookkeeping
- Financial statement review
- Client Confidentiality
- Tax law expertise
- Tax Return Preparation
- Organization skills
- Research/due diligence
- GAAP expertise
Certification
- QuickBooks ProAdvisor Certification - Intuit QuickBooks.
- Enrolled Agent (EA) – Internal Revenue Service.
References
References available upon request.
Timeline
Professional Tax Preparer
Bay Area Business Services, Inc
07.2006 - Current
NTPI Fellow -
National Association of Enrolled Agents
Some College (No Degree) - Accounting Technology and Bookkeeping
San Jacinto College District
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