Patricia Forbis

Work History

Business Owner

Whole House Heating & Cooling, LLC

07.2017 - Current

Own an HVAC business for 8 years
Do all of the bookwork for this company
File business taxes
Schedule appointments
Make daily deposits
Handle distributors.
HVAC business has more than doubled their clients since beginning

Tax Preparer

H&R Block

01.2023 - 04.2023

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 for over 50 clients
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.
Assessed client tax situations to determine best filing options.
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.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Maintained compliance by adhering to current tax laws and regulations.
Educated clients on tax planning strategies, helping them save money in future years.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Reduced errors through meticulous review of financial documents and double-checking calculations.
Collaborated with clients to answer questions and provide advice on tax matters.

Tax Preparer

H&R Block

01.2022 - 04.2022

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.
Assessed client tax situations to determine best filing options.
Completed and filed returns with tax departments at local, state, and federal levels for over 50 clients
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.
Communicated with clients regarding tax situations, providing guidance on financial decisions.

Legal Secretary

Hanrahan & Nacy, PC

07.2017 - 11.2017

Obtained confidential information and filed court documents for over 100 clients
Answered telephones and gave information to callers, took messages, and transferred calls to appropriate individuals
Coordinated calendars, prioritized corporate meetings, and made travel arrangements
Documented information updated files and paperwork and maintained documents
Scheduled and confirmed appointments for clients and supervisors
Set up and managed paper and electronic filing system.

Office Manager

HRB Resources, LLC

11.2014 - 07.2017

Supervised the work of office, administrative, or customer service employees to ensure adherence to quality standards
Managed 3 offices & 25 employees- scheduled appointments and performed quality assurance
Handled IRS inquires and reviewed records and reports
Reviewed sales transactions and performed opening and closing duties
Trained employees in job duties and company policies and arranged for training to be provided
Interpreted and communicated work procedures and company policies to staff
Provided employees with guidance in handling difficult or complex problems and in resolving escalated complaints
Interviewed and selected new employees
Supported and trained staff.

Receptionist/Office Assistant

HRB Resources, LLC

11.2014 - 11.2015

Ensured the day-to-day administrative needs of the establishment were fulfilled for over 15 employees
Prepared schedules, reports, and correspondence
Distributed mail and maintained office supply stock
Input data into computer system, arranged appointments, and handled phone calls
Maintained files and kept all information confidential.

Administrative Assistant

ChaseSource Employment Agency

06.2013 - 05.2014

Managed an electronic filing system and updated files within
Worked directly for and provided close administrative support
Took dictation and wrote correspondence, read and screened correspondence, and received callers and visitors for 100s of clients

Secretary/Receptionist

HRB Resources, LLC

12.2012 - 04.2013

Scheduled clients and confirmed appointments for over 50 clients
Took cash and credit payments for services rendered
Addressed customer concerns and resolved issues
Transferred calls within office.

Summary

Overview

Work History

Business Owner

Tax Preparer

Tax Preparer

Legal Secretary

Office Manager

Receptionist/Office Assistant

Administrative Assistant

Secretary/Receptionist

Education

Bachelors - Medical Billing & Coding

Associates of Arts - Secretarial Science

Skills

Assessments

Awards

Timeline

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