Lupita Cortes
Tax Preparer
Pasadena,TX
Summary
With own company, LC Tax Services, since 2018 successful tax professional focused on performance, customer service and compliance. Offering over 6 years of expertise in reviewing annual reports, intangible tax and sales tax. Detail-oriented Tax Preparer with 6 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Focused tax preparer conducting face-to-face tax interviews and virtual interviews. History of going above and beyond to exceed expectations.
Overview
6
6
years of professional experience
2
2
Languages
Work History
Income Tax Preparer
LC Tax Services
01.2018 - Current
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Provided exceptional customer service to resolve issues quickly, resulting in positive feedback from clients.
Education
High School Diploma -
Williams School For Girls
Mexico, D. F. 05.2001 -
Centro Latino De Capacitacion
California08.2018
Skills
Client Interviews
Tax Law
Information Processing
Active Listening
Electronic Filing Software
Tax computing
Data Confidentiality
Continuous Improvement
Attention to Detail
Tax law expertise
Tax Software Proficiency
Decision-Making
Critical Thinking
Tax Return Preparation
Timeline
Income Tax Preparer
LC Tax Services
01.2018 - Current
High School Diploma -
Williams School For Girls
05.2001 -
Centro Latino De Capacitacion