Summary
Overview
Work History
Education
Skills
Timeline
Generic

LOIS Vidas

Parma

Summary

Dynamic SR Tax Preparer with H&R Block, adept in tax compliance and financial analysis. Expertly prepared and filed complex tax returns, ensuring accuracy and maximizing deductions. Proven ability to communicate effectively with clients, resolving issues and providing strategic tax planning. Committed to maintaining confidentiality and delivering exceptional service in high-pressure environments.

Overview

27
27
years of professional experience

Work History

SR TAX PREPARER

H R BLOCK
PARMA
01.1998 - 04.2025
  • Reviewed past year's taxes for accuracy and completeness.
  • Advised clients on various tax law changes that could impact their liability.
  • Assisted taxpayers in understanding their rights and responsibilities under the law.
  • Generated reports summarizing client's taxable income and liabilities.
  • Maintained records of client information, including income sources and deductions.
  • Assisted clients with understanding and completing tax forms accurately.
  • Prepared tax returns for individuals, corporations, partnerships and trusts.
  • Attended training sessions to stay abreast of new developments in taxation law.
  • Assessed current year's potential effects on prior years’ filings.
  • Researched federal, state and local regulations to ensure compliance with laws.
  • Analyzed financial data to determine accurate tax liabilities.
  • Answered inquiries from clients regarding their tax obligations.
  • Ensured all deadlines were met throughout the preparation process.
  • Identified opportunities for additional deductions or credits.
  • Provided guidance to taxpayers regarding payment options available to them.
  • Corresponded with governmental agencies when necessary.
  • Developed strategies to minimize future taxes through proper planning.
  • Processed amended returns as requested by clients or IRS and state agencies.
  • Managed a high volume of complex individual income tax returns in a timely manner.
  • Communicated with federal and state tax agencies to obtain best resolution for clients.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
  • Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
  • Calculated quarterly estimated tax payments for self-employed clients and small businesses.
  • Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
  • Conducted client interviews to gather necessary documentation and information for tax preparation.
  • Performed detailed record-keeping for all tax files and documentation for future reference.
  • Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
  • Resolved client tax issues by investigating discrepancies and implementing corrective actions.
  • Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.

Education

DATA ENTRY -

WHITING BUSINESS COLLEGE
Cleveland, OH
08-1965

Skills

  • Tax preparation
  • Tax compliance
  • Financial analysis
  • Tax planning
  • Record keeping
  • Client communication

Timeline

SR TAX PREPARER

H R BLOCK
01.1998 - 04.2025

DATA ENTRY -

WHITING BUSINESS COLLEGE

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