Skilled Tax Preparer with expertise in tax preparation, compliance, and financial analysis. Proficient in utilizing tax software to enhance efficiency while assisting clients in navigating complex tax regulations.
Overview
43
43
years of professional experience
Work History
Tax Preparer
Mimms Tax Services
Indianapolis, Indiana
01.2012 - 04.2026
Prepared and filed federal and state tax returns for individual clients.
Reviewed financial documents for accuracy and compliance with tax regulations, ensuring client adherence to legal standards.
Guided clients through complex tax liabilities and deductions, maximizing eligible returns and minimizing liabilities.
Leveraged tax preparation software to streamline filing processes, reducing turnaround time for client returns.
Childcare Provider
CDCC
Indianapolis, Indiana
08.2021 - 02.2026
Planned and implemented age-appropriate educational activities and programs.
Supervised daily activities of children in a safe and nurturing environment.
Instructed children on good sanitary habits when washing hands, using bathroom or eating.
Prepared meals, snacks and refreshments for children according to dietary needs and restrictions.
Communicated daily with children's parents or guardians about daily activities, behaviors and related issues.
Data Entry Clerk
Mimms Functional Rehabilitation PC
Indianapolis, Indiana
01.2024 - 04.2025
Entered patient data into electronic health records with precision.
Processed patient information in electronic health record systems to ensure timely and accurate record-keeping.
Maintained accurate data entry for patient billing and insurance claims, contributing to financial integrity.
Updated and verified patient records for compliance with regulations and quality assurance.
Medical Office Assistant
OrthoIndy
Indianapolis, Indiana
01.1998 - 08.2013
Assisted in maintaining electronic health records and updating patient information accurately.
Organized and maintained medical records for easy access by healthcare providers. using an electronic health record system.
Processed incoming referrals and organized medical records for seamless access by providers.
Assisted with referrals and prepared medical records to ensure timely access for patient care.
Managed patient scheduling and coordinated appointment confirmations effectively.
Scheduled patient appointments and managed incoming calls to provide timely assistance with inquiries.
Trained new staff on administrative tasks and office protocols efficiently.
Performed basic clerical duties such as filing documents, entering data into the computer system, photocopying forms and documents.
Followed HIPAA guidelines to ensure confidentiality of patient information.
Teller
Centra Credit Union
Indianapolis, Indiana
01.1997 - 09.1997
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Processed member transactions accurately and efficiently.
Managed cash drawer and balanced daily transactions.
Assisted members with account inquiries and service issues.
Answered customer inquiries regarding bank products and services.
Explained account information to customers in detail.
Verified customers' identification to ensure compliance with laws and regulations.
Resolved member complaints with professionalism and care.
Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Sales Associate
Walmart
Indianapolis, Indiana
03.1995 - 09.1997
Provided excellent customer service to enhance shopping experience.
Helped customers find specific products, answered questions, and offered product advice.
Assisted customers with product selection and inquiries.
Resolved customer complaints and provided solutions promptly.
Handled customer complaints in a professional manner.
Operated cash register and processed customer transactions efficiently.
Collaborated with team members to meet daily sales goals.
Worked with fellow sales team members to achieve group targets.
Trained new associates on sales procedures and store policies.
Provided accurate information about products, prices and services.
Maintained inventory levels and organized merchandise displays.
Received and displayed product shipments on store retail shelves upon delivery.
Attended weekly team meetings to review performance goals and objectives.
Nurse Aide
St Vincent Home Health Care
Indianapolis, Indiana
02.1987 - 07.1995
Monitored vital signs and reported changes to nursing staff.
Performed vital signs checks on patients such as temperature, pulse, respiration rate, and blood pressure.
Assisted with daily living activities, promoting patient independence.
Supported rehabilitation efforts through mobility assistance and encouragement.
Provided compassionate care to patients in home health settings.
Provided emotional support to patients during difficult times. and provided reassurance and encouragement.
Observed residents' behavior closely to detect any changes in mood or physical condition that require further medical attention.
Reported all incidents, accidents involving clients immediately to supervisor, nurse manager, charge nurse.
Provided compassionate care and clear communication in dealing with issues of death and dying.
Sales Associate
Lazarus Property Group
Indianapolis, Indiana
09.1985 - 07.1986
Delivered exceptional customer service to create a positive shopping experience.
Assisted customers with product selection, sizing and styling.
Collaborated with team members to achieve daily sales goals and drive store performance.
Operated cash register and processed customer transactions efficiently.
Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
Maintained optimal inventory levels and organized merchandise displays to promote product accessibility.
Resolved customer complaints and provided solutions promptly.
Addressed customer complaints to resolve issues effectively. in a professional manner.
Trained new associates on sales procedures and store policies.
Answered incoming telephone calls to provide store, products and services information.
Cook Manager
Christ Temple Child development Center
Indianapolis, Indiana
03.1983 - 09.1985
Managed kitchen staff, ensuring smooth daily operations and teamwork.
Directed and supervised kitchen staff in the preparation, cooking, and presentation of food.
Trained new staff on food safety protocols and cooking techniques.
Developed weekly menus that met dietary guidelines for child nutrition.
Planned menus and estimated food requirements according to budget restrictions.
Oversaw food inventory, ensuring fresh ingredients were available at all times.
Prepared nutritious meals for children in a safe and sanitary kitchen environment.