MARY ANNE LATTIMORE
CEDAR HILL,TX
Summary
Seasoned Income Tax Preparer with 24 years at CMC TAX SERVICES and a total of 27 years combined with significant expertise as a Tax Preparer processing both individual and self employed tax returns. As a Claims Investigator III/Intake Investigator II with a total of 13 years with the Office of Inspector General. I have a total of 32 years total with Health and Human Services with a proven track record in streamlining clients to determine overpayments due to failure to report income at the time of the interview.
Overview
36
36
years of professional experience
1
1
Certification
Work History
OWNER
CMC TAX SERVICE / CMC UNIQUE LLC
08.2001 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
OIG CLAIM INVESTIGATOR III/INTAKE INVESTIGATOR II
Health and Human Services Commission, HHSC
10.2008 - 07.2021
- Documented findings and prepared detailed reports.
- Conducted thorough face-to-face interviews with employers, families, neighbors, friends, and suspects, and documented investigative findings.
- Collected, analyzed and interpreted information, documentation, and physical evidence associated with investigations.
- Collected information pertaining to criminal proceedings and performed investigations to resolve cases.
- Collaborated with federal agencies on investigations.
- Interviewed clients, employers, neighbors, landlords and other state and federal employees to determine if the client had an overpayment based on client error or fraud.
- Improved case resolution rates by conducting thorough investigations and utilizing effective interviewing techniques.
- Maintain a professional tone.
- Conducted interviews with witnesses and clients.
- Prepared case reports from allegations, transcripts of interviews and physical evidence.
- Carefully documented statements, observations, and evidentiary materials.
- Developed comprehensive reports that accurately detailed investigation findings and supported legal proceedings.
- Managed sensitive case information with utmost discretion, ensuring confidentiality and integrity in all proceedings.
- Delivered calm, professional testimony to support case evidence and establish timelines.
TEXAS WORK ADVISOR IV
Health and Human Services Commission, HHSC
09.1989 - 10.2008
- Maintained up-to-date knowledge on policy and regulations, ensuring accurate advice was provided to clients at all times.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Mentored advisors, fostering a supportive team environment focused on growth and learning.
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Served as Acting Supervisor on several occassions.
- Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
- Interviewing client to obtain accurate information to determine the household eligibility for benefits.
Education
No Degree - Computer And Information Sciences
JACKSON STATE UNIVERSITY
JACKSON, MSBachelor of Arts - Architecture
TUSKEGEE UNIVERSITY
TUSKEGEE, AL07-1982
Skills
- Customer relations
- Small business operations
- Verbal and written communication
- Client service
- Decision-making
- Inventory control
- Inventory tracking and management
- Records organization and management
- Desktops, laptops, and mobile devices
Certification
Tax Preparation
Timeline
OIG CLAIM INVESTIGATOR III/INTAKE INVESTIGATOR II
Health and Human Services Commission, HHSC
10.2008 - 07.2021
OWNER
CMC TAX SERVICE / CMC UNIQUE LLC
08.2001 - Current
TEXAS WORK ADVISOR IV
Health and Human Services Commission, HHSC
09.1989 - 10.2008
No Degree - Computer And Information Sciences
JACKSON STATE UNIVERSITY
Bachelor of Arts - Architecture
TUSKEGEE UNIVERSITY
Similar Profiles
Dale Ann ElledgeDale Ann Elledge
Office Manager at CMC Tax Preparation And Bookkeeping ServicesOffice Manager at CMC Tax Preparation And Bookkeeping Services
Camron CarterCamron Carter
Outside Sales Representative at Cmc Tire And ServiceOutside Sales Representative at Cmc Tire And Service
Skyler RobertsSkyler Roberts
Mechanic at Cmc Tire And ServiceMechanic at Cmc Tire And Service
Jermisha DavisJermisha Davis
Registered Nurse Supervisor at UT Southwestern Medical CenterRegistered Nurse Supervisor at UT Southwestern Medical Center
Luke HeefnerLuke Heefner
Graduate Assistant Coach at Dallas Baptist UniversityGraduate Assistant Coach at Dallas Baptist University