Lori M. Lefor
Fargo,ND
Summary
Dynamic tax professional with extensive experience at Intuit, adept at income tax preparation and client communication. Proven track record of enhancing client satisfaction through meticulous document preparation and analysis, while maintaining confidentiality. Recognized for reducing errors and expediting processes, ensuring accuracy in local, state, and federal tax returns.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Turbo Tax Expert
Intuit
01.2023 - Current
- Achieved rating of 95% confidence with Clients by Maintaining 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 with a rating of 100%
- Achieved rating of 99% for Communication by providing exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Achieved a 100% rating for client satisfaction by providing accurate and timely tax preparation services.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Tax Preparer
Jackson Hewitt Tax Preparation Service
01.2021 - 09.2022
- 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.
- Reduced errors through meticulous review of financial documents and double-checking calculations.
Accounting Assistant
4 Bears Casino & Lodge
02.2013 - 11.2019
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Managed high-volume invoice processing tasks while consistently meeting tight deadlines for vendor payments.
- Expedited invoice processing with effective communication between internal departments and external vendors.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
Education
Bachelor of Science - Business Administration /Management
NDSU
Fargo, NDAssociate of Science - Veterinary Technology
NDSU
Fargo, NDSkills
- Organization skills
- Document preparation
- Income tax preparation
- Meticulous Detail
- Client communication
- Interpersonal strengths
Certification
Main Street Certified Tax Advisor,
Fertility Care Practitioner,
Currently working on my EA certification and Quickbooks
Timeline
Turbo Tax Expert
Intuit
01.2023 - Current
Tax Preparer
Jackson Hewitt Tax Preparation Service
01.2021 - 09.2022
Accounting Assistant
4 Bears Casino & Lodge
02.2013 - 11.2019
Bachelor of Science - Business Administration /Management
NDSU
Associate of Science - Veterinary Technology
NDSU
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