LUZ HERRERA
Alhambra,CA
Summary
Driven Income Tax Preparer with extensive experience at Self-employed and in volunteer roles, showcasing expert knowledge in tax code and exceptional organizational skills. Achieved significant client savings and maintained stringent confidentiality, demonstrating a commitment to ethical practices and continuous learning. Excelled in building client relationships and optimizing tax liabilities through diligent research and application of accounting principles. Focused personal income tax conducting face-to-face tax interviews. History of going above and beyond to exceed expectations.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Income Tax Preparer
Self-employeed
01.2023 - Current
- Completed and filed returns with tax departments at local, state, and federal levels.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
- Advised clients on various strategies for minimizing their income tax liabilities throughout the year.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
Income Tax Preparer
Volunteer Work
01.2006 - 03.2022
- Completed and filed returns with tax departments at local, state, and federal levels.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
- Built strong relationships with clients through excellent communication skills, ensuring repeat business year after year.
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
- Advised clients on various strategies for minimizing their income tax liabilities throughout the year.
Education
No Degree - Accounting Technician
Santa Ana College
Santa Ana, CAHigh School Diploma -
South Gate Community Adult School
South Gate, CA06.2009
Skills
- Income Tax Preparation
- Federal and state tax returns
- Deadline-oriented
- Ethical practices
- Tax code knowledge
- Research abilities
- Continuing education
- Accounting Principles
- Organization skills
- Payroll familiarity
- Payroll Processing
- Tax Return Preparation
Certification
- Licensed CTEC - ID#A319362
- PTIN
- VITA Training
Languages
Spanish
Native or Bilingual
Timeline
Income Tax Preparer
Self-employeed
01.2023 - Current
Income Tax Preparer
Volunteer Work
01.2006 - 03.2022
No Degree - Accounting Technician
Santa Ana College
High School Diploma -
South Gate Community Adult School