Summary
Overview
Work History
Education
Skills
Timeline
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KIMBERLY SPRAGUE

Commerce Twp,MI

Summary

Dynamic Master Tax Advisor at Block Advisor/H&R Block with expertise in tax planning strategies and compliance. Achieved high client retention through personalized service and effective communication. Skilled in optimizing tax deductions and navigating complex tax issues, ensuring clients maximize savings while maintaining compliance. Committed to fostering strong client relationships and delivering exceptional results.


Overview

25
25
years of professional experience

Work History

Master Tax Advisor

Block Advisor/ H&R Block
12.1999 - Current
  • Developed and delivered customized tax planning services, resulting in effective long-term financial management for clients.
  • Enhanced client satisfaction by providing comprehensive tax consultations in a timely manner.
  • Assisted clients facing audits by providing detailed documentation and expert guidance throughout the process.
  • Advised small business owners on best practices for managing taxes efficiently, supporting their growth objectives in a compliant manner.
  • Improved client retention rates by cultivating strong relationships built on trust and personalized service offerings.
  • Oversaw the successful submission of hundreds of accurate state and federal tax returns annually.
  • Maximized client savings by identifying and executing tax strategies tailored to individual needs.
  • Leveraged advanced knowledge of income taxation to minimize liabilities and maximize refunds across various industries served.
  • Collaborated with colleagues to stay informed on current tax laws and regulations, ensuring accurate advice for clients.
  • Contributed to firm-wide initiatives aimed at staying ahead of industry trends through active participation in relevant conferences and workshops.
  • Assessed client tax situations to determine best filing options.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Offered clients recommendations to reduce tax liabilities.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Utilized tax software to prepare returns and meet deadlines.
  • Calculated estimated tax payments for clients.
  • Responded to inquiries from IRS and other tax authorities.
  • Researched tax implications for various deductions and credits.
  • Prepared US, multistate, and international tax returns for business clients.
  • Prepared written responses or tax return amendments to resolve state and federal notices.

Media Center ParaProfessional

Walled Lake Consolidated School District
08.2000 - 01.2023
  • Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
  • Supervised students during non-instructional periods such as lunch, recess, or field trips, ensuring safety at all times.
  • Prepared instruction materials, constructed bulletin boards, and set up work areas.
  • Assisted in organization of school events, contributing to vibrant school culture.
  • Utilized technology in classroom to enhance learning experiences.
  • Enforced rules and instructions to maintain discipline.
  • Helped teachers manage bus loading and unloading.
  • Fostered a positive learning environment by establishing strong rapport with students, parents, and faculty members.

Education

No Degree - Computer Programming

Ivy Tech Community College of Indiana
Kokomo, IN

Certificate of Business Administration - Medical/Dental Administration

Professional Careers Institute
Indianapolis, IN
09-1983

Skills

  • Tax advisory services
  • State and local taxation
  • Tax process improvement
  • Tax compliance expertise
  • Tax code interpretation
  • International taxation
  • Tax deduction optimization
  • Tax penalty abatement
  • Tax planning strategies
  • Tax treaty interpretation
  • Income tax expertise
  • Tax return review
  • Tax information reporting
  • Tax due diligence
  • Verbal/written communication
  • Data inputting
  • Tax return preparation
  • Document preparation
  • Tax audit procedures
  • Multi-state tax filing

Timeline

Media Center ParaProfessional

Walled Lake Consolidated School District
08.2000 - 01.2023

Master Tax Advisor

Block Advisor/ H&R Block
12.1999 - Current

No Degree - Computer Programming

Ivy Tech Community College of Indiana

Certificate of Business Administration - Medical/Dental Administration

Professional Careers Institute

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