Larry Harbison
Tyler,TX
Summary
Seasoned Senior Tax Preparer specializing in individual returns. Meticulous in completing documentation according to guidelines. Quick learner with excellent communication skills and professional demeanor.
Overview
1
1
year of professional experience
Work History
Senior Tax Preparer
HR Block
12.2022 - 04.2024
- Reviewed and analyzed client documents to determine tax liabilities.
- Identified potential deductions to minimize clients' tax burden.
- Prepared federal, state, and local tax returns for individuals, trusts, and corporations.
Education
IRS Tax Education Required Courses
HR Block Academy
12-2022
Associate of Applied Science -
Lone Star College System
Spring, TX08-2002
Skills
- Tax planning strategies
- Tax Return Preparation
- Tax Law Compliance
- Document Preparation
- Individual returns preparation
- Regulatory Compliance
EXPERIENCE PRIOR TO RETIREMENT IN 2017
Thirty plus years in consumer and commercial collections in a variety of fields. Began my career in unsecured personal loans, then secured auto loans, then commercial collections. Collected accounts receivable for a commercial waste management corporation (Western Waste) as well as other commerical businesses. Thorough knowledge of Truth in Lending and other relevant credit/collections laws. Prided myself in "collecting the account while keeping the customer."
1. Researched past due invoices and reconciled to misapplied payments.
2. Worked closely with accounts payables departments to bring accounts up to date.
3. Insured timely payment in the future by educating customers to our expectations.
Honorable Discharge US Army 1973-1977. Sargent E-5. Secret Clearance based on an FBI background investigation.
Honorable Discharge Texas Army National Guard 1982-1984. Sargent E-5.
Retired in 2017.
Returned to the workforce in 2022.
Timeline
Senior Tax Preparer
HR Block
12.2022 - 04.2024
IRS Tax Education Required Courses
HR Block Academy
Associate of Applied Science -
Lone Star College System