Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lori Cazenave

Owasso

Summary

Certified enrolled agent and dynamic seasonal tax preparer with experience at Intuit and H&R Block, skilled in income tax preparation and tax law compliance. Proven ability to enhance client satisfaction through exceptional service and clear communication. Successfully managed complex returns for high net worth individuals, ensuring accuracy and adherence to regulations while maintaining confidentiality and trust.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Seasonal Tax Preparer

Intuit
01.2020 - 04.2025
  • 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.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Prepared and filed complex returns for high net worth individuals and small business, ensuring compliance with federal and state regulations.


Seasonal Tax Preparer

H&R Block
01.2011 - 04.2019
  • 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.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Assessed client tax situations to determine best filing options.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.

Education

Master of Science - Accounting

University of Phoenix
Tempe, AZ
05-2011

Skills

  • Enrolled Agent Designation
  • Organization skills
  • Document preparation
  • Income tax preparation
  • Local, state, and federal tax returns
  • Tax return preparation

Certification

  • Enrolled Agent since 2016

Timeline

Seasonal Tax Preparer

Intuit
01.2020 - 04.2025

Seasonal Tax Preparer

H&R Block
01.2011 - 04.2019

Master of Science - Accounting

University of Phoenix