Adept at strategizing tax plans and fostering client relationships, I propelled small business growth at Sergio Zuniga's Handyman Service. My expertise in tax law and organization skills enhanced operational efficiency and compliance. Achievements include implementing innovative solutions and reducing overhead costs, underlining my problem-solving abilities and financial acumen.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Small Business Finance and Tax Preparer
Sergio Zuniga's Handyman Service
Fort Worth, TX
01.2019 - Current
Enhanced small business growth through targeted marketing strategies and financial analysis
Streamlined operational processes, improving efficiency and reducing overhead costs
Prospected for new business through networking, community outreach, and customer referral generation
Implemented innovative technology solutions to streamline daily operations and enhance overall performance
Analyzed financial records to verify accuracy of tax returns
Assessed client tax situations to determine best filing options
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
Maintained compliance by adhering to current tax laws and regulations
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
Reduced errors through meticulous review of financial documents and double-checking calculations
Researched complex tax issues utilizing online resources and professional tax software
Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws
Enhanced accuracy of tax filings by meticulously reviewing financial documents and applying current tax laws
Resolved discrepancies in financial documents, ensuring accuracy in tax filings
Utilized tax software to prepare returns and meet deadlines
Developed spreadsheet models to accurately track tax information
Home School Instructor
In My Home
Fort Worth, TX
09.2014 - Current
Adapted teaching methods and lesson plans to changing student needs
Established clear expectations for behavior and academic performance, holding students accountable for meeting these standards consistently
Enhanced student comprehension by incorporating real-life examples and practical applications into lesson plans
Improved understanding through differentiated instruction tailored specifically to each learner's strengths and weaknesses
Developed engaging supplemental materials to reinforce key concepts and promote retention of subject matter
Maintained accurate records of student attendance, coursework completion, and assessment results for reporting purposes as necessary
Assessed student performance regularly through quizzes, tests, and assignments, providing constructive feedback for improvement
Utilized various teaching strategies such as visual aids, group work, and interactive games to accommodate different learning styles
Observed and adopted new techniques from skilled instructors and lecturers
Created lessons and online testing materials to facilitate remote learning
Adapted teaching methods and materials to meet students' varying needs
Developed and implemented classroom routines to address varying student needs
Reviewed class and student records to identify improvement opportunities
Tracked student progress, frequently checking in with struggling students and identifying root causes of problems
Thrift Store Manager, ESL Instructor, Caseworker
Northside Inter Church Agency
Fort Worth, TX
07.2009 - 10.2010
Teaching English to 5 to 20 people in a classroom setting
Corrected worksheets and tests
Located and prepared lesson plans for two to three classes
Assigned and directed tasks for five or more volunteers at a time
Received cash from customers for payment
Assigned prices and sorted items in store
Input data into database
Met with clients and assessed ways to improve client's financial situation
Provided referrals to clients
Assisted with distributing toys, clothes, and food to clients
Prepared and assisted in writing grant proposals
Attended meetings and events required for grants received
Took notes in meetings to present to the Director
Assessed and evaluated clients' needs, determined eligibility for services, and developed individualized plans
Established a positive workplace culture that fostered teamwork, open communication, and continuous learning opportunities for all employees
Monitored sales trends and adjusted merchandise displays accordingly to maximize product visibility and drive sales growth
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback
Assisted with hiring, training and mentoring new staff members
Completed point of sale opening and closing procedures
Attended team meetings with fellow bilingual teachers to integrate curriculum and improve student learning
Assessed work of adult students to evaluate progress and identify areas for improvement
Conducted group lectures and small-group instruction to teach and reinforce concepts
Managed high-risk cases involving substance abuse or domestic violence concerns with specialized interventions tailored to each situation
Provided crisis intervention and case management services to child, family and legal guardians
Facilitated group workshops on life skills, contributing to client self-sufficiency and empowerment
Line Lead
Cinram Wireless
Fort Worth, TX
08.2007 - 04.2009
Programming, labeling, and scanning cell phones
Directing four or more people in the labeling and programming of cell phones
Completing orders of top quality in a timely fashion
Daycare Provider
Childcare
Medford, OR
12.2006 - 07.2007
Dressed children and changed diapers
Organized and participated in recreational activities, such as games
Supported children's emotional and social development, encouraging understanding of others and positive self-concepts
Front Line Cashier
Arby's Restaurant
Rapid City, SD
12.2003 - 03.2004
Received cash from customers for payment for food or drink
Read totals shown on cash register tape and verified against cash on hand
Swept and mopped floors
Cleaned work areas, equipment and utensils
Cook, Dishwasher, Cashier
Keystone House Restaurant
Keystone, SD
04.2003 - 10.2003
Tended equipment that baked, grilled, boiled and deep-fat fried food items
Stocked Buffet table
Used slicer to slice food
Maintained high food quality standards by checking delivery contents to verify product quality and quantity
Reduced health risks and safety hazards by preparing beverage products consistently while creating cleaning schedules, restocking items and sanitizing equipment to adhere to health department standards
Reduced inaccuracies by carefully counting cash and keeping meticulous records of transactions
Inspected equipment and machinery for proper working condition and directed staff to clean and repair as needed
Purchased food and cultivated strong vendor relationships
Analyzed sales data to identify trends and adjust purchasing decisions accordingly
Monitored and adjusted pricing, discounts and promotions to maximize profitability
Kept facility compliant with health codes, sanitation requirements and license regulations, alleviating potentially heavy fines
Maintained kitchen cleanliness and sanitation through correct procedures and scheduled cleaning of surfaces and equipment
Kept kitchen staff in compliance with safety and food regulations to reduce opportunities for illness or accidents
Collaborated with other kitchen staff to ensure smooth operations during peak meal times
Maintained a high standard of cleanliness, ensuring a safe and sanitary work environment for staff and customers
Uphold strict food safety guidelines to minimize the risk of contamination or illness resulting from improper handling practices
Trained new hires on kitchen procedures, safety protocols, and recipe execution to maintain consistency in service quality
Education
Diploma -
Martin County High School
Stuart, FL
01.2003
Skills
Organization skills
Tax law knowledge
Filing procedures
Expense deduction
Spreadsheet Management
Financial Reporting
Document Review
Deadline-oriented
Problem-solving abilities
Income documentation
Data inputting
Tax-related research
Strategize tax plans
Financial Forecasting
Accounting Principles
Time management abilities
Client Relationship Management
Multitasking
Individual returns preparation
Verbal/written communication
Certification
Certificate of Attendance. Supporting Success for Adult Learners., 02/2010
Finance Literacy Certificate., 11/2009
References
Available upon request
Currentlystudying
Currently studying with Intuit Academy, preparing for the tax level one exam.
Business Owner/Operator at Bigjohns Cleaning Service Inc. / Handyman ServiceBusiness Owner/Operator at Bigjohns Cleaning Service Inc. / Handyman Service