Mindy Santema
Murfreesboro,TN
Summary
Certified Enrolled Agent specializing in comprehensive tax services, including federal and state trust preparation, complex business and individual income tax returns, and IRS representation for audits and collections. Proven ability to advise businesses on tax benefits while ensuring compliance with complex tax laws. Strong analytical skills and effective communication contribute to identifying tax credits and liabilities, minimizing financial risks for clients. Demonstrated success in accurate reporting and strategic tax planning.
Overview
32
32
years of professional experience
3
3
Certifications
Work History
Enrolled Agent
North 40 Tax Professionals
Murfreesboro, TN
05.2024 - Current
- Prepared and filed individual and business tax returns for clients.
- Conducted comprehensive tax research to ensure compliance with regulations.
- Represented clients during IRS audits, providing necessary documentation and support.
- Communicated tax obligations and strategies to clients clearly and effectively.
- Reviewed financial documents to identify discrepancies or potential issues.
- Assisted in developing tax planning strategies for diverse clientele.
- Maintained up-to-date knowledge of tax laws and changes affecting clients.
- Collaborated with team members to streamline operational processes in the office.
- Managed multiple projects simultaneously while meeting deadlines.
- Ensured compliance with federal, state, local regulations while preparing returns.
- Conducted research into new tax laws or regulations when necessary.
- Provided tax preparation services for individuals, businesses, and trusts.
- Performed administrative tasks such as filing paperwork with regulatory agencies and preparing reports of activities for management review.
- Identified discrepancies between reported income and actual expenses.
- Prepared quarterly estimated payments for businesses subject to self-employment taxes.
- Represented taxpayers before the IRS during audits or collections proceedings.
- Negotiated payment arrangements with the IRS on behalf of clients.
- Developed strategies for minimizing future taxes owed by clients based on their individual circumstances.
- Assisted taxpayers in understanding their rights and responsibilities under the law.
- Reviewed documents prior to submission in order to ensure accuracy of information provided.
- Responded promptly and professionally to inquiries from clients regarding their taxes or other matters.
- Collaborated with team members in order to ensure accuracy of all documents prepared.
- Created detailed spreadsheets outlining all relevant information pertaining to a taxpayer's situation.
- Analyzed financial data from various sources to identify potential deductions and credits that could be applied to a client's return.
- Prepared federal and state income tax returns for clients.
- Advised clients on the best methods to reduce their taxes in accordance with current regulations.
- Maintained up-to-date knowledge of changing tax codes and regulations.
- Organized financial records such as receipts, invoices, and other documents to determine forms needed to prepare tax returns.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Finalized and processed paperwork with local, state and federal government authorities.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Implemented electronic filing procedures to streamline tax return processing and reduce errors.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
- Educated clients on the implications of tax laws and their financial decisions.
- Reconciled bank statements and financial documents to ensure accurate tax reporting.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
- Coordinated with external auditors to provide required tax documentation and support during audits.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Used tax form instructions and tables to complete tax forms.
- Computed taxes owed or overpaid for clients.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
- Produced work papers and lead sheets, tax projects and payment estimations.
- Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Enrolled Agent
TNTax Business Services
Aberdeen, SD
09.1993 - 05.2024
- Prepared and filed federal and state tax returns for diverse clients.
- Conducted tax consultations to identify client needs and provide tailored solutions.
- Assisted clients with IRS audits, representing them and ensuring compliance.
- Educated clients on tax regulations, maximizing understanding and compliance.
- Researched tax laws to ensure accurate advice and filings for clients.
- Utilized tax software to streamline return preparation and documentation processes.
- Reviewed financial documents to ascertain eligibility for various deductions.
- Collaborated with team members to improve service delivery and operational efficiency.
- Managed multiple projects simultaneously while meeting deadlines.
- Reviewed documents prior to submission in order to ensure accuracy of information provided.
- Advised clients on the best methods to reduce their taxes in accordance with current regulations.
- Created detailed spreadsheets outlining all relevant information pertaining to a taxpayer's situation.
- Researched complex tax issues using IRS publications, rulings, and court decisions.
- Explained laws related to taxation to clients so they understood how it would affect them.
- Prepared federal and state income tax returns for clients.
- Prepared quarterly estimated payments for businesses subject to self-employment taxes.
- Collaborated with team members in order to ensure accuracy of all documents prepared.
- Performed administrative tasks such as filing paperwork with regulatory agencies and preparing reports of activities for management review.
- Developed strategies for minimizing future taxes owed by clients based on their individual circumstances.
- Represented taxpayers before the IRS during audits or collections proceedings.
- Provided tax preparation services for individuals, businesses, and trusts.
- Ensured compliance with federal, state, local regulations while preparing returns.
- Organized financial records such as receipts, invoices, and other documents to determine forms needed to prepare tax returns.
- Maintained up-to-date knowledge of changing tax codes and regulations.
- Negotiated payment arrangements with the IRS on behalf of clients.
- Identified discrepancies between reported income and actual expenses.
- Responded promptly and professionally to inquiries from clients regarding their taxes or other matters.
- Analyzed financial data from various sources to identify potential deductions and credits that could be applied to a client's return.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Finalized and processed paperwork with local, state and federal government authorities.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Reconciled bank statements and financial documents to ensure accurate tax reporting.
- Coordinated with external auditors to provide required tax documentation and support during audits.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Implemented electronic filing procedures to streamline tax return processing and reduce errors.
- Educated clients on the implications of tax laws and their financial decisions.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Used tax form instructions and tables to complete tax forms.
- Computed taxes owed or overpaid for clients.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
- Produced work papers and lead sheets, tax projects and payment estimations.
- Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Education
Bachelor of Science - Taxation
American InterContinental University
Schaumburg, IL05-2008
Skills
- Tax preparation
- Tax research
- IRS representation
- Compliance assurance
- Tax planning
- Financial analysis
Certification
Enrolled Agent
Accomplishments
Abby Award Winner in Tax Preparation & Planning Services
Timeline
Enrolled Agent
North 40 Tax Professionals
05.2024 - Current
Enrolled Agent
TNTax Business Services
09.1993 - 05.2024
Bachelor of Science - Taxation
American InterContinental University