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.
Overview
13
13
years of professional experience
Work History
Tax Professional
A&G TAX SOLUTIONS
11.2015 - Current
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Assessed client tax situations to determine best filing options.
Maintained compliance by adhering to current tax laws and regulations.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Facilitated communication between clients and tax authorities.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Completed and filed returns with tax departments at local, state, and federal levels.
Prepared written responses or tax return amendments to resolve state and federal notices.
Responded to inquiries from IRS and other tax authorities.
Utilized tax software to prepare returns and meet deadlines.
Tax Professional
Phoenix Financial Solutions
02.2010 - 05.2014
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Assessed client tax situations to determine best filing options.
Maintained compliance by adhering to current tax laws and regulations.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Facilitated communication between clients and tax authorities.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Analyzed financial documents to accurately reflect client information on tax returns.
Prepared written responses or tax return amendments to resolve state and federal notices.