Lisha Walston
Springdale,AR
Summary
Certified Enrolled Agent with background in broad spectrum of tax services. Experience includes preparation of federal and state individual income tax returns, representation before IRS for audits and collections, and advising businesses on tax benefits. Strengths include strong analytical skills, effective communication, and deep understanding of complex tax laws. Noteworthy impact made by identifying potential tax credits and liabilities, ensuring accurate reporting to minimize client's financial risks.
Overview
1
1
Certification
29
29
years of professional experience
Work History
Enrolled Agent
H&R Block
Springdale, Arkansas
01.1998 - Current
- Prepared individual tax returns for H&R Block clients, ensuring compliance and accuracy using tax preparation software.
- Assisted clients with IRS matters, effectively resolving tax notices and inquiries.
- Researched complex tax issues to support accurate return preparation and issue resolution.
- Reviewed IRS publications, rulings, and court decisions to research complex tax issues.
- Identified discrepancies between reported income and actual expenses.
- Supplied detailed tax documentation for accurate submission of corporate and individual returns, facilitating timely processing.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
Office Manager
LCJ/ HVAC
Crane, MO
01.2013 - 01.2020
- Oversaw HVAC office scheduling, dispatch, and technician calendars to ensure timely service delivery.
- Coordinated purchase and supply orders, managing vendor communications to support operational needs.
- Monitored invoices and payments to maintain accuracy of accounts receivable and payable.
- Prepared invoices, work orders, and billing documents for HVAC services.
- Managed general ledger accounts and reconciled balance sheet records
- Reviewed invoices, receipts, and expense reports for accuracy
- Processed accounts payable and accounts receivable transactions
- Maintained payroll records and related tax filings
Education
Master - Religious Education
Liberty University
Bachelor - Business Management
University of Phoenix
Skills
- Tax return preparation
- IRS notice resolution
- Tax law research
- Tax software
- Financial analysis
- Compliance review
- Accounts receivable
- Accounts payable
- Detail orientation
Certification
- Enrolled Agent
Timeline
Office Manager
LCJ/ HVAC
01.2013 - 01.2020
Enrolled Agent
H&R Block
01.1998 - Current
Master - Religious Education
Liberty University
Bachelor - Business Management
University of Phoenix