Summary
Overview
Work History
Education
Skills
Current Assignments
Languages
Timeline
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Leah Jullia

1291 Arnold Avenue, San Jose,CA

Summary

Detail-oriented Tax Preparer with 20 years of experience in tax preparation for Individual, Sole-Proprietorships, Small Business, with some limited preparation of Partnerships and S-Corp returns. Proficient in managing paperwork for tax returns, extensions, tax planning. Use of TaxAct Professional Software with unlimited efiling.


Quick to build rapport with clients leading to long-term business relationships. Looking to help our brothers and sisters prepare their taxes at no charge.

Overview

21
21
years of professional experience

Work History

CTEC Registered Tax Preparer

Self Employed - Jullia Tax Service - CTEC #A123134
01.2003 - Current


  • 250 Active clients
  • 8-10% of clients' returns are prepared at no charge
  • Manage multiple deadlines efficiently, ensuring all clients taxes were filed on time without compromising quality or accuracy.
  • Communicate with clients regarding tax situations, providing guidance on financial decisions.
  • Review clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintain records of client tax returns in secure areas.
  • Research complex tax issues utilizing online resources and professional tax software.
  • Prepare written responses or tax return amendments to resolve state and federal notices.
  • Provide great customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Handle cases involving small business owners, self-employed individuals, and those with investments or rental properties.
  • Maintain high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Committed to continual improvement.

Education

Continuing Education Taken Every Year

Golden State Tax Training Institute
Online

Tax Preparation Course

H&R Block
San Jose, Ca
12.2003

High School Diploma -

Highland High School
Bakersfield, CA
06.1994

Skills

  • Registered Tax Return Preparer
  • CTEC #A123134
  • Bond #190968
  • Valid PTIN
  • Data Confidentiality
  • Tax Return Filing
  • Records Management
  • Prepared very limited state returns for Oregon, Washington, Utah, Maine, Minnesota

Current Assignments

Serve as Regular Pioneer with current DC-50/A2 and A19 on file.

Languages

English
Native or Bilingual
Spanish
Native or Bilingual
French
Native or Bilingual

Timeline

CTEC Registered Tax Preparer

Self Employed - Jullia Tax Service - CTEC #A123134
01.2003 - Current

Continuing Education Taken Every Year

Golden State Tax Training Institute

Tax Preparation Course

H&R Block

High School Diploma -

Highland High School

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Leah Jullia