Lisa DeMars
Carthage
Summary
Experienced with records management, ensuring efficient organization and maintenance of data. Utilizes analytical skills to enhance data accessibility and integrity. Knowledge of compliance standards and best practices, ensuring regulatory adherence and secure recordkeeping.
Overview
11
11
years of professional experience
Work History
Tax Preparer
H&R Block
12.2022 - Current
- Billing and Payroll
- Tax Preparer
- Payment for Services
- Prepared individual and small business tax returns by gathering necessary documentation and information.
- Established rapport with clients by addressing tax-related questions and concerns.
- Documented client interactions thoroughly to provide clear records of services rendered.
- Supported senior tax preparers by assisting with complex tax returns as needed.
- Implemented new tax regulations for compliance with federal and state guidelines.
- 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.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- 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.
Record Analyst
Central Maine Medical Center
05.2022 - 03.2023
- Sort and enter documents into patient charts
- Correct and update dictated reports
- Help train new employees
- Lead dictation trainer for new providers
- Department safety officer
- Merge duplicate patient charts
- Process medical records requests
- Mail patient reports to requested providers
- Release of Information records for Patient Financial Service
- Facilitated cross-departmental communication regarding recordkeeping best practices, fostering a culture of transparency, accountability, and collaboration.
- Assisted in audits by maintaining accurate and up-to-date records, ensuring compliance with industry regulations.
- Maintained confidentiality in handling sensitive materials, protecting company and client information from unauthorized access or disclosure.
- Ensured data accuracy with thorough quality control measures, reducing errors in records management.
- Assisted with typing, data entry, and answering incoming calls as required.
- Provided excellent customer care by responding to inquiries and requests for information.
- Maintained accuracy of records by verifying accuracy of data in records.
- Updated records with new information.
- Followed established policies and procedures to maintain compliance with regulations.
- Transferred inactive records to storage to free up space and preserve history.
- Followed confidentially regulations to maintain privacy.
- Utilized document imaging software to index, store and retrieve records.
- Destroyed records in line with retention schedules to protect confidential information and comply with regulations.
Tax Preparer
H&R Block
08.2021 - 05.2022
- Billing and Payroll
- Tax Preparer
- Payment for Services
- Prepared individual and small business tax returns by gathering necessary documentation and information.
- Established rapport with clients by addressing tax-related questions and concerns.
- Documented client interactions thoroughly to provide clear records of services rendered.
- Supported senior tax preparers by assisting with complex tax returns as needed.
- Implemented new tax regulations for compliance with federal and state guidelines.
- 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.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Maintained compliance by adhering to current tax laws and regulations.
- Educated clients on tax planning strategies, helping them save money in future years.
- 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.
Tax Preparer
Bonney Staffing
08.2021 - 09.2021
- Billing and Payroll
- Tax Preparer
Record Analyst
Central Maine Medical Center
02.2014 - 08.2021
- Sort and enter documents into patient charts
- Correct and update dictated reports
- Help train new employees
- Lead dictation trainer for new providers
- Department safety officer
- Merge duplicate patient charts
- Process medical records requests
- Mail patient reports to requested providers
- Release of Information records for Patient Financial Service
- Facilitated cross-departmental communication regarding recordkeeping best practices, fostering a culture of transparency, accountability, and collaboration.
- Assisted in audits by maintaining accurate and up-to-date records, ensuring compliance with industry regulations.
- Maintained confidentiality in handling sensitive materials, protecting company and client information from unauthorized access or disclosure.
- Ensured data accuracy with thorough quality control measures, reducing errors in records management.
- Assisted with typing, data entry, and answering incoming calls as required.
- Provided excellent customer care by responding to inquiries and requests for information.
- Maintained accuracy of records by verifying accuracy of data in records.
- Updated records with new information.
- Followed established policies and procedures to maintain compliance with regulations.
- Transferred inactive records to storage to free up space and preserve history.
- Followed confidentially regulations to maintain privacy.
- Utilized document imaging software to index, store and retrieve records.
- Destroyed records in line with retention schedules to protect confidential information and comply with regulations.
Medical Records
Bonney Staffing
09.2013 - 07.2014
- Transcribed voice mail messages
- Transportation for Medical appointments
Education
Certificate - Medical Billing And Coding
Penn Foster Career School
Scranton, PA06-2025
Certificate - Explore Administrative Medical Assistant, Medical Terminology
Central Maine Community College
Auburn, Maine08-2001
Skills
- Oral communication
- Written communication
- Interpersonal skills
- Data collection
- Data reporting
- Time management
- Project assistance
- Education and training
- Relationship management
- Customer service
- Cerner
- EMR
- Fusion
- Centricity
- Microsoft Office
- Information management
- Training delivery
- Audit preparation
- Privacy regulations
- Archiving techniques
- Records classification
- Clerical skills
- Document analysis
- Document scanning
- File retrieval
- Numeracy skills
- Report generation
- Phone answering
Hobbies and Interests
- I like spending time with my family
- Watching sports
- Traveling
Timeline
Tax Preparer
H&R Block
12.2022 - Current
Record Analyst
Central Maine Medical Center
05.2022 - 03.2023
Tax Preparer
H&R Block
08.2021 - 05.2022
Tax Preparer
Bonney Staffing
08.2021 - 09.2021
Record Analyst
Central Maine Medical Center
02.2014 - 08.2021
Medical Records
Bonney Staffing
09.2013 - 07.2014
Certificate - Medical Billing And Coding
Penn Foster Career School
Certificate - Explore Administrative Medical Assistant, Medical Terminology
Central Maine Community College
Similar Profiles
Shari WurglerShari Wurgler
Tax Professional and Team Lead at H&R BlockTax Professional and Team Lead at H&R Block
Jamie GibsonJamie Gibson
Seasonal Customer Service Professional at H&R BlockSeasonal Customer Service Professional at H&R Block
Sigourney PrattSigourney Pratt
Receptionist at H&R BlockReceptionist at H&R Block
Allen WhitlockAllen Whitlock
Senior Tax Analyst at H&r BlockSenior Tax Analyst at H&r Block
Mei’Kiara ViviansMei’Kiara Vivians
Store Associate at BeallsStore Associate at Bealls