Summary
Work History
Education
Skills
Timeline
Generic

Lindsey Graff

Fenton,MI

Summary

Successful tax professional focused on performance, customer service and compliance. Offering over 20 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis. Detail-oriented Tax Preparer with 20 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

Work History

Tax Preparer

Darby Tax Service
Grand Blanc, Michigan
01.1996 - Current
  • 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.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.

Online Order Fufillment

Walmart
Grand Blanc, Michigan
09.2021 - 12.2021
  • Picked and packed order items.
  • Greeted customers and directed to requested products.
  • Followed orders precisely for correct items, sizes and quantities.
  • Moved merchandise using forklifts, pallet jacks and hand trucks.
  • Operated equipment such as pallet jacks and hand trucks to move heavy boxes.
  • Moved cardboard, plastic ties and other debris from unboxing to trash.
  • Stocked designated items on shelves, end caps and displays.
  • Interacted with guests in friendly and knowledgeable way.
  • Stocked shelves to match planogram images and instructions.
  • Reviewed order slips, picked products and staged merchandize to be shipped.
  • Disposed of damaged or defective items or coordinated returns to vendors for covered items.
  • Transported merchandise to sales floor and replenished out-of-stock and low-stock items.
  • Greeted store customers and discussed needs.
  • Reviewed printed tickets or digital orders to get item numbers and merchandise locations.
  • Assisted customers with large and heavy loads by transporting packages to customers' vehicles.
  • Addressed customer complaints and requests by resolution or escalation.

Plant Production

Carlsons Greenhouse
Fenton, Michigan
04.2016 - 12.2021
  • Supervised ongoing daily production phases.
  • Located and resolved problems with team production and performance to maintain consistent quality levels.
  • Collaborated with other leaders and executives to direct workflow and support operations.
  • Kept accurate and detailed records of personnel progress and productivity.
  • Monitored daily and weekly key performance indicators to maintain on-track status.
  • Planned, organized and monitored resources to deliver efficient use of labor, equipment and materials.
  • Cultivated professional working relationships with peers and supervisors.

Clerical

Darby Tax Service
Grand Blanc, Michigan
01.1996 - 04.2005
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Interacted with customers by phone, email or in-person to provide information.
  • Responded to inquiries from callers seeking information.
  • Maintained organized files and stocked supplies to support team needs and maximize performance.
  • Delivered clerical support by handling range of routine and special requirements.
  • Executed record filing system to improve document organization and management.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Helped staff complete special projects by organizing documentation and supplies to handle forecasted demands.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Composed sensitive, confidential reports and documentation.
  • Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
  • Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Sorted and distributed office mail and recorded incoming shipments for corporate records.
  • Assisted team members with administrative requirements by expertly using diverse office software.
  • Managed records and data transfer, ensuring traceability and improving operations through automated systems.
  • Routed more than 50 calls per day to office staff members.
  • Processed invoices and expenses using QuickBooks to facilitate on-time payment.

Education

GED -

Fenton High School
Fenton, MI

Skills

  • Customer Accounts Management
  • Deductible Expense Identification
  • Customer Transactions
  • Client Records Review
  • Individual Tax Returns
  • Client Tax Services
  • Client Invoicing
  • Intuit QuickBooks
  • Tax Form Completion
  • IRS Correspondence

Timeline

Online Order Fufillment

Walmart
09.2021 - 12.2021

Plant Production

Carlsons Greenhouse
04.2016 - 12.2021

Tax Preparer

Darby Tax Service
01.1996 - Current

Clerical

Darby Tax Service
01.1996 - 04.2005

GED -

Fenton High School

Similar Profiles

  • SHERRY CUMMINGS

    SHERRY CUMMINGSSHERRY CUMMINGS

    Administrative Assistant at Kirkwood and Darby Tax ConsultantsAdministrative Assistant at Kirkwood and Darby Tax Consultants

    View Profile
  • Sameed Bin Iqbal

    Sameed Bin IqbalSameed Bin Iqbal

    Junior Tax Accountant at E Tax Income Tax ServiceJunior Tax Accountant at E Tax Income Tax Service

    View Profile
  • Nakia Bradley

    Nakia BradleyNakia Bradley

    Tax Preparer/Customer Service at Colbert Ball Tax Service & Tax SolutionsTax Preparer/Customer Service at Colbert Ball Tax Service & Tax Solutions

    View Profile
Lindsey Graff