Margaret Ragsdale
Grandview,MO
Summary
Tax Examiner with over 15 years of expertise in tax processing and compliance proficient in handling complex tax forms including 1040 series and schedule A through F. Demonstrates strong analytical skills in identifying inaccuracies and potential fraud, ensuring rigorous review and adherence to regulations.Committed to enhancing data conversion processes and resolving taxpayers inquiries effectively,leveraging skills in customer service and regulatory compliance.
Overview
37
37
years of professional experience
Work History
Tax Examiner
Retired I.R.S.
Kansas City, MO
01.2008 - 01.2012
- I edited and reviewed Tax Returns to ensure all proper schedules and documents are there and prepare them for Data Conversion
- I processed the following forms 1040, 1040a, 1040ez -refunds, zero balances, balance dues, part paid, and full paid, timely and late returns and schedule A, B, C, d, E, F, Se etc
- I note missing signatures and other duplicate filing electronically and with paper
- I catch 'Copy', 'duplicate', or 'amended' returns that need to be routed to another area to make sure that they are not already in the system
- I reroute international returns to the proper areas well as prior year returns
- I also watch for any types of fraud in the returns and route to fraud control
- I respond to taxpayer communication, such as a request to set up installment payments, by making sure their request is routed properly.
Customer Service Representative
AT&T
Lee Summit, MO
01.2005 - 01.2006
- Answer incoming phone calls of customers and assist with trouble issues
- Also enter into system trouble report tickets for telephone repairs
- And made follow-up telephone calls to our customer to ensure that repairs were satisfactory.
Telephone Interviewer
Hooper Holmes/Infolink
Overland Park, KS
01.2003 - 01.2005
- To answer incoming phone calls and make outgoing calls to clients
- To do personal history interview/inspection & medical history, motor vehicle reports, search criminal records and credit reports
- Also type reports for agent and underwriter.
Customer Service
ADT Service
Kansas City, MO
01.2002 - 01.2003
- Dispatch appropriately authorized clients' residence if an alarm is triggered
- Take inbound calls to assist customers with billing, or technical needs, also provide customers with assistance on how to disarm the security unit.
Data Entry/Accounting
Bossler Hix Personnel
Kansas city, MO
01.2001 - 01.2001
- Perform various job duties, answering telephones, filing documents, mailing information to clients, data entry and entering payroll information.
Data Entry/Clerical
Today's Staffing Company
Kansas City, MO
01.1999 - 01.2001
- Enter information into the computer, answer telephones, place customer orders etc, enter doctor claims for patients
- Work in a call center environment for Health Net, help clients with benefits
- Also enter payroll information for clients kept up with employees leave of absence.
Item Processor III
Boatmen's First National Bank AKA Bank Of America
Kansas City, MO
01.1989 - 01.1995
- Perform various job duties by input proof clerk, balances POD runs/Transit Jobs.
Data Transcriber
I.R.S.
Kansas City, MO
01.1987 - 01.1989
- To enter taxpayers tax information into a computer to process tax returns.
Barista
Hy-vee
Overland Park, Ks
01.2021 - Current
- I prepare and serves espresso based coffee drinks and other beverages, filling customer orders
- Master in making a variety of smoothies, pastries and other food items in a safe manner ensuring the work area is always clean and neat
- Additionally ensuring a positive image for the company and by being courteous, friendly and efficient customer service to customer and team members.
Data Transcriber
I.R.S.
Kansas City, MO
01.2007
- Enter taxpayer information into the computer and process tax returns.
Item Processor III
M and I data Center
Kansas City, MO
01.1998
- To encode incoming bank deposits, balances in clearings and run POD jobs.
Data Entry
Swingster Marketing Company
Kansas City, MO
01.1995
- To take catalog orders, process credit memos and to update address and inventory information.
Data Entry Clerk
VFW Ladies Auxiliary
Kansas City, MO
01.1995
- Responsible for updating membership records, checking in dues cards, microfilming payments and keeping records on auxiliary activity, File documents as well.
Data Entry/Medical Records Clerks
Ridge Geriatric
Kansas City, MO
- Enter MDS & Quarterly Assessment information into computer answer telephones, update patients records, filing discharge/reentry forms
- Mail out doctor orders for signatures
- Transit patient assessment to the State of Missouri and use ICD 9 codes and some medical terminology.
Education
Degree for Accounting -
Park University
01.2011
Associate Degree in Accounting -
Park University
01.2008
Certificated in Data Business -
Capital Business School
01.1986
Diploma -
Westport Senior High School
01.1986
Skills
- Tax processing and compliance
- Analytical skills
- Customer service
- Regulatory compliance
- Typing
- 10-key by touch
- Accounts Receivable and Payable
References
Available Upon Request
Timeline
Barista
Hy-vee
01.2021 - Current
Tax Examiner
Retired I.R.S.
01.2008 - 01.2012
Data Transcriber
I.R.S.
01.2007
Customer Service Representative
AT&T
01.2005 - 01.2006
Telephone Interviewer
Hooper Holmes/Infolink
01.2003 - 01.2005
Customer Service
ADT Service
01.2002 - 01.2003
Data Entry/Accounting
Bossler Hix Personnel
01.2001 - 01.2001
Data Entry/Clerical
Today's Staffing Company
01.1999 - 01.2001
Item Processor III
M and I data Center
01.1998
Data Entry
Swingster Marketing Company
01.1995
Data Entry Clerk
VFW Ladies Auxiliary
01.1995
Item Processor III
Boatmen's First National Bank AKA Bank Of America
01.1989 - 01.1995
Data Transcriber
I.R.S.
01.1987 - 01.1989
Data Entry/Medical Records Clerks
Ridge Geriatric
Degree for Accounting -
Park University
Associate Degree in Accounting -
Park University
Certificated in Data Business -
Capital Business School
Diploma -
Westport Senior High School