Summary
Overview
Work History
Education
Skills
Timeline
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LaTosha ONeal

Savannah,GA

Summary

Dynamic Income Tax Preparer with extensive experience at TaDaa's Tax Services, excelling in maximizing client savings through strategic tax planning and meticulous return preparation. Known for exceptional client communication and maintaining confidentiality, I consistently deliver timely services, ensuring high client satisfaction and fostering long-term relationships. Proficient in tax software and regulations.

Overview

22
22
years of professional experience

Work History

Income Tax Preparer

TaDaa's Tax Services
11.2009 - Current
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
  • Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
  • Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
  • Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
  • Managed a diverse caseload of clients across various industries, adapting quickly to meet each individual''s unique needs.
  • Advised clients on various strategies for minimizing their income tax liabilities throughout the year.
  • Communicated proactively with clients about missing or incomplete documentation needed for accurate tax return completion.

Tax Preparer

KRS Tax Services
10.2003 - 11.2009
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • 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.

Tax Preparer

KRS Accounting & Tax Services
01.2003 - 04.2003
  • 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.

Education

Bachelor of Science - Criminal Justice

Savannah State University
Savannah, GA
05-1999

Skills

  • Income tax preparation
  • Federal and state tax returns
  • Tax computing
  • Deadline oriented
  • Client confidentiality
  • Tax software proficiency
  • Ethical practices
  • Continuing education
  • Accounting principles
  • Organization skills
  • Tax planning strategies
  • Relationship building
  • Client communication
  • Tax return preparation

Timeline

Income Tax Preparer

TaDaa's Tax Services
11.2009 - Current

Tax Preparer

KRS Tax Services
10.2003 - 11.2009

Tax Preparer

KRS Accounting & Tax Services
01.2003 - 04.2003

Bachelor of Science - Criminal Justice

Savannah State University

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LaTosha ONeal