Tax Preparer
Self-employed
Monroe
01.2026 - 04.2026
- Prepared and filed federal and state income tax returns for individuals, ensuring accuracy and compliance with current tax laws.
- Prepared individual tax returns efficiently.
- Reviewed financial documents for accuracy and compliance.
- Educated clients on tax obligations and potential deductions to enhance their understanding.
- Gathered and clarified financial information from clients to ensure accurate tax return preparation.
- Maintained organized records for all client transactions and filings.
- Stayed updated on changing tax laws and regulations regularly.
- Assisted customers with any questions they had about their taxes or filing status.
- Guided clients in developing effective filing strategies to maximize compliance and minimize liabilities.
- Ensured timely submission of documents to meet critical deadlines.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Conducted research on current trends in taxation law to stay up-to-date with changes.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.