Kiran Patel
LAKE WORTH,FL
Summary
Accomplished Tax Preparer with 20 years’ experience in individual and corporate tax returns. Proven track record of accuracy and client satisfaction. Expertise in tax planning, compliance, and saving strategies. Strong client relationship management and financial analysis skills.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Tax Preparer
H & R Block Tax Group
Boynton Beach, FL
01.2005 - 07.2024
- Prepared 800+ individual and business tax returns yearly.
- Achieved a 99% accuracy rate in tax filings.
- Implemented tax-saving strategies saving clients $50,000 annually.
- Prepared and reviewed individual tax returns for accuracy and compliance with federal regulations.
- Assisted clients in gathering necessary documentation to streamline tax preparation process.
- Utilized H & R Block proprietary software to input client data and ensure efficient filing.
- Educated clients on tax credits and deductions applicable to their financial situations.
- Responded promptly to client inquiries, providing clear explanations of complex tax concepts.
- Collaborated with team members to enhance efficiency in processing high-volume tax returns.
- Maintained up-to-date knowledge of changing tax laws and regulations affecting client filings.
- Conducted quality control checks on completed returns to minimize errors and improve accuracy.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- 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.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Educated clients on tax planning strategies, helping them save money in future years.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
Organizing and Planning
Innovative Headwear Inc
Lake Worth, FL
01.1989 - 12.2012
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
- Managed Bookkeeping and Accounting, demonstrated strong organizational and time management skills while managing multiple projects.
Education
J.D. - Criminal Justice
MS University
Baroda, India06-1976
Bachelor of Science - Accounting And Business Administration
MS University
Baroda, India06-1973
Skills
- Tax Preparation
- Tax Planning & Advisory
- Financial Analysis
- Accounting
- Client Relations
- Tax Law Knowledge
- Attention to Detail
- Spreadsheet Proficiency
Accomplishments
- Developed tax strategies saving clients average of 15% tax.
- Implemented a new filing system increasing efficiency by 20%.
Certification
EA - Enrolled Agent
Languages
English
Full Professional
Hindi
Full Professional
Timeline
Tax Preparer
H & R Block Tax Group
01.2005 - 07.2024
Organizing and Planning
Innovative Headwear Inc
01.1989 - 12.2012
J.D. - Criminal Justice
MS University
Bachelor of Science - Accounting And Business Administration
MS University