Leigh Ann Keller
LAWTON,Oklahoma
Summary
Accomplished tax professional with over a decade of experience in financial management and client relations, notably at HRBlock. Excelled in business development and strategic financial planning, securing repeat business through exceptional service and expertise in tax software. Demonstrated proficiency in relationship building and comprehensive tax solutions, achieving high client satisfaction and efficiency. Talented Owner with excellent marketing, customer service and facility oversight skills and more than 10 years of experience. Highly effective and comfortable working with people at all levels in organization. Dedicated Tax professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
10
10
years of professional experience
Work History
Owner
Keller Tax Services
07.2022 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- IRS forms 1040,1065, and 1120s. 10 plus years expereience
- Maintaining and running my own business.
- Using a tax software to prepare returns correctly.
Tax Preparer
HRBlock
01.2014 - 04.2022
- 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.
- Assessed client tax situations to determine best filing options.
- 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.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
- Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
- Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
- Researched complex tax issues utilizing online resources and professional tax software.
- Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
- Tax returns with extensive experience 1040,1065, and 1120s . 10 plus years experience
- Military tax returns with multiple states 10 years plus experience
- Rentals 10 plus years experience
- Businesses 10 plus years expereince
- Utilized tax software to prepare returns and meet deadlines.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Prepared US, multistate, and international tax returns for business clients.
Education
Associate of Applied Science - Accounting
OSU-OKC
Oklahoma City OklahomaNo Degree - Tax Preparation
HRblock Tax School
Lawton, OKHigh School Diploma -
Newport Pacific High School
Scranton, PA05.2002
Skills
- Customer Relations
- Small business operations
- Relationship Building
- Verbal and written communication
- Client Service
- Business Management
- Financial Management
- Business Development
- Business launch
- Business Administration
- Business marketing
- Financial Planning
- Partnership Development
Timeline
Owner
Keller Tax Services
07.2022 - Current
Tax Preparer
HRBlock
01.2014 - 04.2022
Associate of Applied Science - Accounting
OSU-OKC
No Degree - Tax Preparation
HRblock Tax School
High School Diploma -
Newport Pacific High School
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