Lilyanna Ochoa
Hoover,AL
Summary
My name is Lilyanna and im a certified tax professional. I have many years of experience with customer service. As a previous server I have developed many useful skills including, handling upset customers, satisfying customers, and creating great relationships with clients. I have also had manager skills and was in charge of my employees, payroll, scheduling, and closing.
Overview
8
8
years of professional experience
Work History
Tax Professional
simple tax solutions
Hoover, AL
01.2024 - Current
- Provided tax advice to clients based on their individual financial situation.
- Prepared and filed federal, state, and local income taxes for individuals and businesses.
- Reviewed client information to ensure accuracy of all documents submitted for filing.
- Conducted research on complex tax issues to determine the best course of action for clients.
- Identified potential deductions and credits applicable to each client's return.
- Gathered necessary documentation from clients in order to accurately prepare returns.
- Performed calculations to determine taxable income, capital gains, losses.
- Researched changes in relevant laws or regulations as they pertain to taxes.
- Developed relationships with clients by providing excellent customer service throughout the entire process.
Server
Blue Tequila Cantina and Grill
Odenville, AL
05.2016 - 12.2023
- Performed troubleshooting to diagnose and resolve system-related problems.
- Created user accounts in Active Directory to provide access to network resources for users.
- Provided excellent customer service to ensure satisfaction.
- Assisted in training new servers.
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
- Prepared drinks according to standard recipes.
- Took orders from customers accurately and in a timely manner.
- Delivered food orders promptly and courteously.
- Resolved conflicts between employees by providing guidance on company policies and procedures.
- Verified accuracy of employee hours worked, pay rate changes, deductions, bonuses, and other payroll data.
Education
St. Clair County Highschool
Odenville, AL05-2021
Skills
- Mathematical Calculations
- Internal Revenue Service Correspondence
- Tax Planning Strategies
- Tax Reporting
- Data Gathering
- Bookkeeping
- Tax Advising
- Tax Law
- Relationship Building
Languages
Spanish
Professional
Affiliations
- Gardening
- Gym
- Painting
Timeline
Tax Professional
simple tax solutions
01.2024 - Current
Server
Blue Tequila Cantina and Grill
05.2016 - 12.2023
St. Clair County Highschool