MARIE PIERRE MCNAIR
Ocoee,FL
Summary
Talented tax preparation professional with expertise in completing returns accurately and efficiently, with more than 11 years experience. Office management experience.
Overview
12
12
years of professional experience
Work History
Tax Preparer
Maria Tax Services, Inc
Orlando, FL
01.2013 - Current
- Assisted customers with any questions they had about their taxes or filing status.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Maintained accurate records of all client transactions and filings.
- Identified potential deductions to minimize clients' tax liabilities.
- Assisted clients in responding to IRS notices of deficiency or audit findings.
- Conducted research on current trends in taxation law to stay up-to-date with changes.
- Filed electronically through approved software programs.
- Reconciled bank statements and financial documents to ensure accurate tax reporting.
- Advised clients on tax planning strategies to minimize liabilities and maximize returns.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Performed detailed record-keeping for all tax files and documentation for future reference.
Education
Taxation
ESTIME FINANCIAL
Orlando, FL11-2012
CNA/HHA
First Step Alliance
Orlando, FL08-2010
Real Estate
Orlando Technical College - Mid Florida Tech
Orlando, FL03-2006
High School Diploma -
Vincent Van Gogh
Aubergenville France06-1999
Skills
- Organizational Skills
- Analytical Thinking
- Problem-Solving
- Computer Skills
- Customer Relations
- Active Listening
- Excellent Communication
- Team Management
- Dependable and Responsible
- Data Management
- Problem Resolution
- Relationship Building
Languages
French
Native/ Bilingual
creole
Native/ Bilingual
Spanish
Limited
Timeline
Tax Preparer
Maria Tax Services, Inc
01.2013 - Current
Taxation
ESTIME FINANCIAL
CNA/HHA
First Step Alliance
Real Estate
Orlando Technical College - Mid Florida Tech
High School Diploma -
Vincent Van Gogh