LORENA NAPOLEON VENTURA

• Prepared and filed federal and state income taxes for low-income families, persons with disabilities, and senior citizens, ensuring compliance and maximizing eligible benefits.
• Prepared individual tax returns utilizing IRS guidelines and state regulations.
• Assisted clients in gathering necessary financial documents for tax preparation.
• Explained tax laws and credits to clients to ensure understanding of filings.

• Analyzed tax documents for individual walk-in and appointment clients, identifying deductions and preparing Federal and State tax refunds
• Resolved client concerns through active listening and tailored solutions
• Developed meaningful relationship with clients and management staffs
• Managed high call volume and processed payments efficiently

• Prepared and issued customer invoices for products and services.
• Communicated with clients regarding outstanding payments and invoicing issues.
• Reviewed invoices for discrepancies in pricing, quantities, and items billed.
• Recorded and reconciled customer payments in accordance with company procedures.

Followed up on outstanding balances to ensure timely payment collection.

• Collaborated with warehouse staff to ensure accurate and timely order fulfillment and shipment.