Mike Rodriguez

• Completed and filed returns with tax departments at federal levels including international tax.
• Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
• Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
• Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.

• Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
• Maintained patient data with required regulatory chart documents, personal information and treatment consultation documentation.
• Supervised and led team of dental hygienists and support staff of six
• Increased and stimulated new patient growth by supporting sales, marketing and promotional programs.
• Recruited, hired and developed office teams to offer best-in-class patient care.

• Organized client tax documents to facilitate in auditing the tax tax related components of the year end audit
• Prepared various tax workpapers and documentation associated with tax audits
• Used Aura to input and track tax information.

Assisted the firms client in a pro bono project where we used various programs such as Alteryx & Tableau to create business recommendations.