- Ensured compliance with military and multi-state tax regulations, minimizing risk of audits and penalties.
- Maintained tax preparer certification specializing in military tax needs, enhancing ability to serve client base effectively.
Prioritized extreme accuracy and compliance in all tax preparation tasks.
- Prepared and assisted in preparing simple to complex individual tax returns.
- Conducted client meetings to gather specific information on taxable income and deductions.
- Reviewed financial records to determine necessary forms for accurate tax return preparation.
- Computed taxes owed or overpaid using accounting equipment and personal computers.
- Completed tax forms by accurately following instructions and utilizing tax tables, ensuring precise and timely tax filings.
- Performed historical queries of clients while staying updated on current tax laws.