Summary
Overview
Work History
Education
Skills
Contact
Education and Training
Skills I am able to do.
Active PTIN
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Timeline
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Lesley Ard

Lesley Ard

Mount Vernon,MO

Summary

Highly knowledgeable Tax Preparer with over 10 years of experience, bringing exceptional planning and problem-solving abilities. Focused on maximizing resource utilization to support operations and increase bottom-line profitability. Possessing strong work ethic, adaptability, and exceptional interpersonal skills. Highly motivated employee with a desire to take on new challenges. Adept at working effectively unsupervised and quickly mastering new skills. Solid foundation in business principles and a keen ability to learn and adapt within a dynamic environment. Brings a focus on operational efficiency and strategic planning. Skills in financial management and project coordination contribute to the ability to excel in the desired position, ready to utilize and develop analytical and organizational skills.

Overview

10
10
years of professional experience

Work History

Owner

Lesley A's Taxes
01.2021 - 12.2024
  • Maintained accurate records of all client transactions and filings.
  • Assisted clients in responding to IRS notices of deficiency or audit findings.
  • Prepared and reviewed tax returns for individuals, partnerships, & corporations.
  • Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
  • Used appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Analyzed information and assessed liabilities and deductions according to relevant tax codes.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Filed electronically through approved software programs.
  • Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
  • Compiled data from clients to complete tax forms accurately.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Computed taxes owed or overpaid for clients.
  • Delivered products to customer locations on time.
  • Completed day-to-day duties accurately and efficiently.
  • Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
  • Expanded client base through targeted networking initiatives, resulting in increased sales opportunities.
  • Maintained compliance with industry regulations through regular audits and updates of policies or procedures as needed.
  • Set strategic goals and monitored progress, adjusting tactics to meet changing market conditions.
  • Ensured compliance with all regulatory requirements, avoiding penalties and fines.
  • Interacted well with customers to build connections and nurture relationships.
  • Cultivated and strengthened lasting client relationships using firm issue resolution and dynamic communication skills.
  • Managed day-to-day business operations.
  • Oversaw daily operations, ensuring team members completed all tasks accurately and efficiently.
  • Developed and maintained strong client relationships, resulting in repeat business and referrals.

Tax Preparer

Buffalo Finance
01.2024 - 04.2024
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify the accuracy of tax returns.
  • Completed and filed returns with tax departments at local, state, and federal tax departments.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Reviewed client's 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 in taxation.
  • Reduced errors through meticulous review of financial documents and double-checking calculations.
  • 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.
  • Conducted comprehensive client interviews to gather essential financial information, ensuring complete and accurate tax documentation.
  • Enhanced accuracy of tax filings by meticulously reviewing financial documents and applying current tax laws.
  • Maintained up-to-date knowledge of tax regulations and legislation, ensuring compliance in all prepared returns.
  • Utilized tax software to prepare returns and meet deadlines.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
  • Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.

Tax Preparer

Baker Tilly
01.2021 - 03.2023
  • Worked closely with other departments within the company to ensure accuracy of data entry into system databases.
  • Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
  • Produced minimum of 8 tax returns weekly to boost firms' filing process.
  • Reviewed prior year's returns for accuracy and completeness before submitting them.
  • Conducted research on current trends in taxation law to stay up-to-date with changes.
  • Compiled data from clients to accurately complete tax forms.
  • Ensured that all applicable deadlines were met when submitting documents.
  • Understood and followed oral and written directions.
  • Completed day-to-day duties accurately and efficiently.

Tax Preparer

Sexton and Associates
01.2021 - 03.2021
  • Maintained accurate records of all client transactions and filings.
  • Worked closely with other departments within the company to ensure the accuracy of data entry into system databases.
  • Analyzed information and assessed liabilities and deductions according to relevant tax codes.
  • Produced a minimum of? Tax returns weekly to boost firms' filing process.
  • Reviewed prior year's returns for accuracy and completeness before submitting them.
  • Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
  • Compiled data from clients to complete tax forms accurately.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Worked successfully with diverse coworkers to accomplish goals and address issues related to our products and services.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Identified the needs of customers promptly and efficiently.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Completed day-to-day duties accurately and efficiently.
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Completed and filed returns with tax departments at local, state, and federal tax departments.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Maintained compliance by adhering to current tax laws and regulations.
  • 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 in taxation.
  • Managed multiple deadlines efficiently, ensuring all clients' taxes were filed on time without compromising quality or accuracy.
  • Achieved high levels of accuracy by staying informed on changes in relevant regulations and applying that knowledge to each unique case.
  • Adapted quickly to new tax software and technologies, enhancing efficiency in tax preparation tasks.
  • Continuously sought professional development opportunities, staying ahead of industry trends and regulatory changes.
  • Utilized tax software to prepare returns and meet deadlines.

Office Manager/Lead Tax Preparer

Liberty Tax Service
02.2015 - 09.2020
  • qqthe accuracy maximum harmonious Implemented file departments' tax departments shipments to complete tax forms accurately and maintained accurate records of all client transactions and filings.
  • Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
  • Used tax form instructions and tables to complete tax forms.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
  • Computed taxes owed or overpaid for clients.
  • Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
  • Worked closely with other departments within the company to ensure the accuracy of data entry into system databases.
  • Produced minimum of ? Tax returns weekly to boost firms' filing process.
  • Advised clients on the best strategies for filing their taxes efficiently and legally.
  • Identified potential deductions to minimize clients' tax liabilities.
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Assisted clients in responding to IRS notices of deficiency or audit findings.
  • Ensured that all applicable deadlines were met when submitting documents.
  • Researched federal, state, and local laws to ensure compliance with regulations.
  • Prepared and reviewed tax returns for individuals, partnerships, corporations, and trusts.
  • Compiled data from clients to accurately complete tax forms.
  • Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
  • Assisted customers with any questions they had about their taxes or filing status.
  • Reviewed prior year's returns for accuracy and completeness before submitting them.
  • Used appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
  • Filed electronically through approved software programs.
  • Delivered products to customer locations on time.
  • Understood and followed oral and written directions.
  • Completed day-to-day duties accurately and efficiently.
  • Answered ? calls per shift to assist with customer questions and concerns.
  • Approached customers and engaged in conversation using practical interpersonal and people skills.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Maintained updated knowledge through continuing education and advanced training.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone or email.
  • Oversaw office inventory activities by ordering and reqtions and, stock shipment receiving.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Resolved office disputes swiftly and equitably, maintaining a harmonious workplace.
  • Increased customer satisfaction by developing an effective client feedback system that improved service.
  • Implementaed comprehensive training program for new hires, improving their integration into team and productivity.
  • Enhanced office operational efficiency by streamlining filing systems, making accessible documents easier.
  • Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Streamlined tax preparation processes for increased efficiency and accuracy.
  • Implemented new tax software, resulting in faster turnaround times for clients.
  • Kept up-to-date with federal and state tax law changes, ensuring client compliance.
  • Provided exceptional customer service, leading to increased client retention rates.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and file departments at local, state, and federal levels.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Utilized tax software to prepare returns and meet deadlines.
  • Calculated estimated tax payments for clients.
  • Analyzed financial documents to reflect client information on tax returns accurately.
  • Collaborated with clients to answer questions and provide advice on tax matters.

Education

Some College (No Degree) - Accounting Technology And Bookkeeping

US Career Institute

GED -

Clinton High School
Clinton, AR
04-1987

Skills

  • Relationship Building
  • Client Service
  • Verbal and Written Communication
  • Customer Relations
  • Document Preparation
  • Regulatory Compliance
  • Documentation Filing
  • Individual Returns Preparation
  • Financial Statement Review
  • Bookkeeping
  • Tax Return Preparation
  • Data Gathering
  • Tax Law Compliance
  • Records Management
  • Corporate Tax Preparation
  • Deductions Understanding
  • Filing System Management
  • Small business operations
  • Client service
  • Administrative oversight
  • Profit and loss
  • Attention to detail
  • Customer service
  • Multi-State Tax Filing
  • Verbal/Written Communication
  • High Accuracy
  • Research/Due Diligence
  • Financial Statements
  • Scheduling
  • Organization skills

Contact

Mount Vernon, MO 65712

Education and Training

true,other,Fort Collins, CO,other,Clinton, AR

Skills I am able to do.

  • Experience in Surepayroll, Office Management, QuickBooks (I will need to go back and get recertiied) Data Entry, Customer Service, and 10-Key.
  • Profecient in Attention to detail, Bookkeeping, Filing, Tax Preperation, and Administrative Assistance.
  • Member of NATP
  • Have my PTIN
  • Familiar with Drake, Lacerte, and some Thomson Reuters.

Active PTIN

I have had an active PTIN for the last 10 years.

Interests

  • I enjoy cooking for friends and family gatherings
  • I like trying new recipes and food trends
  • Growing herbs, vegetables, or fruits in home gardens
  • Exploring famous landmarks, historical sites, and cultural attractions in a new destination
  • Adventure Travel
  • Road Trips
  • Reading
  • Watching Movies and TV Shows
  • DIY and Home Improvement
  • Fashion and Style

Timeline

Tax Preparer

Buffalo Finance
01.2024 - 04.2024

Owner

Lesley A's Taxes
01.2021 - 12.2024

Tax Preparer

Baker Tilly
01.2021 - 03.2023

Tax Preparer

Sexton and Associates
01.2021 - 03.2021

Office Manager/Lead Tax Preparer

Liberty Tax Service
02.2015 - 09.2020

GED -

Clinton High School

Some College (No Degree) - Accounting Technology And Bookkeeping

US Career Institute

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Lesley Ard