Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Latoya Terry

Cincinnati,OH

Summary

Seasoned Tax Preparation Specialist and Business Owner at SDCM Tax Service LLC, renowned for elevating customer experiences and fostering loyalty through exceptional service and accuracy. Leveraged expertise in payroll administration and conflict resolution to expand clientele to over 120. Proven track record in streamlining operations and maximizing client refunds, demonstrating unparalleled dependability and multitasking abilities.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Tax Preparation/Business Owner

SDCM Tax Service LLC
10.2020 - Current



  • Run a small Income Tax business with 120+ clients by developing a reputation as an efficient service provider with high levels of accuracy
  • Provided an elevated customer experience to generate a loyal clientèle
  • Assist clients in filling their Federal, State and City Income Tax
  • A liaison between clients and the IRS
  • Bookkeeping
  • Payroll



Professional Tax Preparer

SDCM Tax Service
01.2008 - Current
  • Increased efficiency of the tax preparation process by introducing automated tools for data collection and organization.
  • Established long-term relationships with clients based on trust, expertise, professionalism, attention to detail.
  • Maximized client refunds with diligent identification of applicable deductions and credits.

Insights Analyst

TriHealth Managed Care
09.2019 - 04.2020
  • Identifies reimbursement discrepancies issues/trends to ensure proper reprocessing with EPIC.
  • Responsible for reimbursement models and performance analysis to assess key business issues and opportunities for growth.
  • Assist with our department e-mail to handle questions, issues and or assignments from our internal team members and our clients.
  • Create/Upload contracts and fee schedules in Epic.
  • Conducted investigations and took appropriate actions to Improved operations by working with team members and customers to find workable solutions.

Provider Contracting Specialist

TriHealth Benefit Solutions
08.2013 - 09.2019
  • Responsible for processing routine and/or benefit-specific claims for services provided under the terms of our client’s individual contracts and in accordance with State and CMS guidelines.
  • Assist with our customer service and claims team to resolve issues.
  • Identifies reimbursement discrepancies issues/trends to ensure proper reprocessing and claims adjudication.
  • Acts as a contact to assist with claims resolution, including but not limited to claims projects submissions, and maintain open communication pertaining to fee schedule changes.
  • Developed Processes, workflows, and lead calls to ensure that the organization (TBS) are meeting the needs of our client

Education

BBA - Accounting And Computer Science

Northern Kentucky University
Newport, KY
2008

High School Diploma -

Western Hills University High School
Cincinnati, OH
05.2001

Skills

  •  Excellent customer service
  • Payroll administration experience
  • Accounts receivable
  • Accounts Payable 
  • Ten-key operator
  • Conflict resolution
  • Collaborative team member
  • Multitasking
  • Dependable
  • Punctual

Certification

  • Enrolled Agent (EA): EAs are tax professionals who are licensed by the IRS to represent taxpayers before the agency. This certification involves passing a comprehensive exam or having relevant experience as a former IRS employee.
  • QuickBooks Certified

Timeline

Tax Preparation/Business Owner

SDCM Tax Service LLC
10.2020 - Current

Insights Analyst

TriHealth Managed Care
09.2019 - 04.2020

Provider Contracting Specialist

TriHealth Benefit Solutions
08.2013 - 09.2019

Professional Tax Preparer

SDCM Tax Service
01.2008 - Current

BBA - Accounting And Computer Science

Northern Kentucky University

High School Diploma -

Western Hills University High School
Latoya Terry