LUISA BARCELO
Santa Ana,CA
Summary
Energetic professional enthusiastic about working with customers to reduce liabilities, increase deductions, and satisfy diverse financial needs. Excels under pressure and work effectively in both self-directed and team-based capacities.
Overview
10
10
years of professional experience
Work History
Tax Preparer
Tax Processing Solutions
Tustin, CA
08.2024 - Current
- Prepared and reviewed tax returns.
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Maintained accurate records of all client transactions and filings.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Provided exceptional customer service, addressing client concerns and questions promptly.
Certificated Tax Preparer/Incorporation Specialist
Orange County Tax Help (OC-Tax Geek)
Huntington Beach, CA
02.2022 - Current
- Analyzed & prepared financial reports for bookkeeping, payroll or tax returns
- Assisted small businesses with filling out tax returns
- Collaborated with other departments to come up with strategies for financial gain and customer satisfaction
- Worked with new and existing customers to build excellent rapport
- Finalized and processed paperwork with local, state and federal government authorities
Business Development Representative II
Lendistry
Tustin, CA
12.2022 - 11.2023
- Utilize leads provided by Lendistry through both inbound and outbound calling to generate and process loan applications
- Conduct welcome calls within 24 hours
- Assist in screening and verifying and gathering required documentations for the applicable service
- Maintain the highest degree of customer satisfaction and professionalism
- Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and complete ISQ, and effectively assign all tasks for follow-up to create an outstanding customer experience throughout the sales process
- Review loan application packages for completeness and eligibility
Cashier/Baker
Disneyland Resort
Anaheim, CA
04.2015 - 01.2023
- Ensure all food items are prepared and presented to Boudin's standards
- Maintain a clean, safe, and organized work environment
- Follow safety and sanitation guidelines
- Receive and processes payment
PBX Operator
Kindred Hospital La Mirada
La Mirada, CA
06.2021 - 07.2022
- Provided training and coaching to new PBX operators
- Developed and updated business phone directory to reflect current employees and other changes
- Handled incoming and outgoing calls according to standard operating procedures
- Participated in emergency preparation meetings to understand crisis management procedures
- Organized & completed patient records, files, logs, letters & reports
Skills
- Multi-state tax filing
- Individual returns preparation
- Data inputting
- Organization skills
- Amending tax returns
- Customer service experience
- Attention to detail
- Teamwork
- Time management
- Works great with deadlines
Languages
Spanish
Professional
Timeline
Tax Preparer
Tax Processing Solutions
08.2024 - Current
Business Development Representative II
Lendistry
12.2022 - 11.2023
Certificated Tax Preparer/Incorporation Specialist
Orange County Tax Help (OC-Tax Geek)
02.2022 - Current
PBX Operator
Kindred Hospital La Mirada
06.2021 - 07.2022
Cashier/Baker
Disneyland Resort
04.2015 - 01.2023
Similar Profiles
Alondra HernandezAlondra Hernandez
Case Advocate at Tax Processing SolutionsCase Advocate at Tax Processing Solutions
JENNA ALLENJENNA ALLEN
Executive Case Advocate at Tax Processing Solutions/Tax Relief AdvocatesExecutive Case Advocate at Tax Processing Solutions/Tax Relief Advocates
Kevin RangelKevin Rangel
Tax Coordinator at Tax Processing Solutions / Tax Relief AdvocatesTax Coordinator at Tax Processing Solutions / Tax Relief Advocates
Diana SandovalDiana Sandoval
Laboratory Technician at QEDLaboratory Technician at QED
Eric MendozaEric Mendoza
Server at Jazz KitchenServer at Jazz Kitchen