Michael Meyer
Denver,Colorado
Summary
Detail-oriented Tax Preparer with 15 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. High-performing Tax Preparer proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Focused Tax Preparer conducting face-to-face tax interviews. History of going above and beyond to exceed expectations.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Professional Tax Preparer
Quality Tax Preparation (my Business)
Ellicott City, MD
02.2008 - Current
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Maintained compliance by adhering to current tax laws and regulations.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Analyzed financial records to verify accuracy of tax returns.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Offered clients recommendations to reduce tax liabilities.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Developed tax plans and projections to help clients meet objectives.
- Assessed client tax situations to determine best filing options.
- Identified potential audit red flags to minimize risk of IRS audits.
Education
Ph.D. - Computer And Information Processing
University of Texas
Dallas, TX06.2012
Skills
- Tax Audit Procedures
- Regulatory Requirements
- Account Reconciliation
- Balance Reconciliations
- Time Management
- Understanding of Applicable Laws
- Correspondence Writing
- Tax Code Knowledge
- Due Diligence
- Verbal Communication
Certification
PMP certified as a Project Manager. These skills help immensely with Tax Preparation.
Completed a Tax Preparation course at the University of Maryland in 2014
Course was 12 weeks in length and provided excellent education in our US Tax laws as well as state laws.
Timeline
Professional Tax Preparer
Quality Tax Preparation (my Business)
02.2008 - Current
Ph.D. - Computer And Information Processing
University of Texas
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