Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

NOU VERRETT

Riverside,CA

Summary

Detail-oriented Tax Preparer with 19 years of experience in tax preparation. 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.

Overview

22
22
years of professional experience
1
1
Certification

Work History

TAX PREPARER

SELF EMPLOYED
06.2011 - Current
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Analyzed financial records to verify accuracy of tax returns.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
  • Increased client satisfaction by providing accurate and timely tax preparation services.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.

Care Provider

RISK MANAGEMENT
01.2007 - Current
  • Administer patient’s daily medication, and take patient to monthly lab and doctor appointments
  • Provide excellent post-transplant care for patient, ensuring patient received proper nutrients and daily care medication to prevent rejection.

Care Provider

IHSS
01.2017 - Current
  • Maintain client’s calendar to insured all appointments are met, be a liaison between client’s and insurance company, advocate for safety equipment, transport clients to doctor’s appointments, plan and prepared client’s daily meals, provided activities and exercise for clients to stay active.

Sales/Business Development Manager

TEAM MARCH TAX CENTER
01.2014
  • Interviewed clients, prepared tax returns, conducted audits, researched military tax laws and provided customer service
  • Achievements: Part of a team that provided the men and women of March ARB with savings of over $110,000 in tax preparation fees and secured over $1.1 million in tax refunds
  • Regarded as one of the most productive tax preparers
  • Helped process more than 850 tax returns and served more than 150 volunteer hours.

Senior Tax Preparer

R.L. HAMMACK CO. INC.
01.2003 - 01.2008
  • Conducted interviews with clients and provided complete tax return preparation services
  • Followed up with clients regarding missing information
  • Responsible for administrative duties including answering phones, bookkeeping, and filing
  • Trained new employees
  • Top processor regarded for providing excellent customer service
  • Ensured client received payroll and paid payroll taxes promptly.

Education

Bachelor of Science in Accounting -

University of Phoenix
Phoenix, AZ

Associate of Arts, Psychology -

Riverside Community College
Riverside, CA

Skills

  • Patient Support
  • Customer Service
  • Personnel Training
  • Team Leadership
  • Tax Preparation
  • Accounting
  • Client Relations
  • Military Tax Law

Certification

CTEC – Registered Tax Preparer – State of California

Timeline

Care Provider

IHSS
01.2017 - Current

Sales/Business Development Manager

TEAM MARCH TAX CENTER
01.2014

TAX PREPARER

SELF EMPLOYED
06.2011 - Current

Care Provider

RISK MANAGEMENT
01.2007 - Current

Senior Tax Preparer

R.L. HAMMACK CO. INC.
01.2003 - 01.2008

Bachelor of Science in Accounting -

University of Phoenix

Associate of Arts, Psychology -

Riverside Community College
NOU VERRETT