Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Maria L Trevino

Accounting And Tax Professional, CAA Agent
Katy,TX

Summary

Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing 8 years of experience helping and clients maximize return values while minimizing liabilities. Successful tax professional focused on performance, customer service and compliance. Offering over 9 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Trevino Tax Services

TREVINO TAX SERVICES
KATY, United States
12.2015 - Current
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Offered clients recommendations to reduce tax liabilities.
  • CAA, fraud document recognition , FDR for Itin, Financial Services and Law Enforcement, Extended addition. e-Idtraining.com Since 2015

Education

GED -

Brownsville Early College High School
Brownsville, TX
05.1976

Skills

  • Balance Reconciliations
  • Small Business Tax Returns
  • Client Invoicing
  • Individual Returns Preparation
  • Client Records Review
  • Tax Computation
  • Tax Return Preparation
  • Understanding of Applicable Laws
  • Due Diligence
  • Tax Audit Procedures
  • Customer Retention Strategies
  • 10-Key Data Entry
  • Valid PTIN

Certification

  • Fraud document recognition License - 2015

Languages

English
Full Professional

Timeline

Trevino Tax Services

TREVINO TAX SERVICES
12.2015 - Current

GED -

Brownsville Early College High School
Maria L TrevinoAccounting And Tax Professional, CAA Agent