Summary
Overview
Work History
Education
Skills
Timeline
Generic

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
California
08.2018

Skills

Client Interviews

Timeline

Income Tax Preparer

LC Tax Services
01.2018 - Current

High School Diploma -

Williams School For Girls
05.2001 -

Centro Latino De Capacitacion
Lupita CortesTax Preparer