LaDonna Powell
Puyallup,WA
Summary
High-performing Tax Professional with 6 years of experience. Proficient at preparing complete and accurate tax returns for numerous entities. Excellent planning, problem-solving and decision-making skills. Assisted with financial planning and analysis. Proficient in Lacerte, Pro Series, QuickBooks Online & QuickBooks Payroll.
Overview
10
10
years of professional experience
Work History
Professional Tax Preparer
Firm Owner
Puyallup, WA
09.2016 - Current
- 100% referral based Tax Firm
- 5 start Reviews from over 86 clients
- Reviewed clients tax filing papers thoroughly to determine eligibility for deductions & additional tax credits
- Bookkeeping & payroll services
- Payroll liabilities to all local & federal agencies
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained compliance by adhering to current tax laws and regulations..
- Responded to inquiries from IRS and other tax authorities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Developed tax plans and projections to help clients meet objectives.
Tax Preparer
DM Tax & Bookkeeping.Services, LLC
Lake Tapps, WA
02.2019 - 10.2021
- Managed over 300 + clients
- Scheduled appointments, answered multi line phone
- Gathered client tax documents, confirming clients have all documents prior to appointment
- Completed and filed returns with tax departments at local, state, and federal levels.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Researched complex tax issues utilizing online resources and professional tax software.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Calculated estimated tax payments for clients.
- Developed spreadsheet models to accurately track tax information.
Remote Tax Preparer
Joel S, Smith & Associates
Napavine, CA
01.2020 - 05.2021
- Remotely processed Tax Returns for out of state clients.
- Researched tax laws per state, per clients previous return.
- Remotely prepared for review 246 Federal Tax Returns.
- Assessed client tax situations to determine best filing options.
- Utilized tax software to prepare returns and meet deadlines.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual returns.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Worked remotely with tax firm associates in variety of tax projects along with monthly bookkeeping in QuickBooks Online creating working papers for tax returns to be prepared efficiently.
- Developed spreadsheet models to accurately track tax information
Tax Professional
Tax Resource Center, Inc
Bellevue, WA
02.2015 - 05.2019
- High volume Tax Practice
- Prepared 600+ local & out of state clients tax returns
- Confirmed all documents were entered referencing prior year returns before passing along to finalize
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Researched complex tax issues utilizing online resources and professional tax software.
- Facilitated integration of modern tax software with client accounting software
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Developed tax plans and projections to help clients meet objectives.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Assessed client tax situations to determine best filing options.
- Calculated estimated tax payments for clients.
- Responded to inquiries from IRS and other tax authorities.
- Prepared wide array of returns such as corporate, fiduciary, gift & individual
- Collaborated with clients to answer questions and provide advice on tax matters.
Front Desk Receptionist /Business Office Manager
Northwest Tax Specialist
Maple Valley, WA
03.2014 - 05.2015
- Opened, managed 2nd branch office, assisted with moving office to new location, ordering all office equipment, supplies necessary
- Overseen 600 + clients tax returns were completed, e filed to appropriate agency
- Accepted payments via debit/credit or cash from clients
- Accounts receivable
- Greeted clients and visitors professionally
- Answered central telephone system and directed calls accordingly.
- Managed multiple tasks and met time-sensitive deadlines.
- Compiled information from files and research to satisfy information requests.
- Provided clerical support to employees and surrounding businesses
- Scheduled office meetings, client appointments for both locations including all staff teams.
- Maintained confidentiality of information regarding clients and company policies.
- Kept reception area clean and neat to give visitors positive first impression.
- Provided clerical support to company employees by copying, faxing, and filing documents to appropriate tax agency
- Corresponded with clients through email, telephone, or postal mail.
Skills
- Individual, Corporation, & Partnership Tax Preparation
- Multi-State Tax Filing
- Valid PTIN
- Research Analysis
- Account Reconciliation
- Lacerte & Pro Series Tax Software
- Identity Theft * Storage Procedures
- Electronic Filing Software
- Remote learning
- Remote Support Management
- Excise, income and sales tax procedures
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Education
Continuing Education - Taxation, Bookkeeping, Ethics
CPA Academy
Online Some College (No Degree) - Bookeeping
QuickBooks Online Certification
OnlineCertificate - Certified Public Bookkeeper
National Assoc. of Certified Bookkeepers
Farmington, UT05.2016
Certificate - Income Tax Preparation
H&R Block
Summer WA10.2015
Quote
It is never too late to be what you might have been.
George Eliot
Timeline
Remote Tax Preparer
Joel S, Smith & Associates
01.2020 - 05.2021
Tax Preparer
DM Tax & Bookkeeping.Services, LLC
02.2019 - 10.2021
Professional Tax Preparer
Firm Owner
09.2016 - Current
Tax Professional
Tax Resource Center, Inc
02.2015 - 05.2019
Front Desk Receptionist /Business Office Manager
Northwest Tax Specialist
03.2014 - 05.2015
Continuing Education - Taxation, Bookkeeping, Ethics
CPA Academy
Some College (No Degree) - Bookeeping
QuickBooks Online Certification
Certificate - Certified Public Bookkeeper
National Assoc. of Certified Bookkeepers
Certificate - Income Tax Preparation
H&R Block