Summary
Overview
Work History
Education
Skills
Timeline
Generic

Patricia Peckham

Master Tax Preparer
Cape Coral,Florida

Summary

Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing 22 years of experience helping Individual and Business clients maximize return values while minimizing liabilities.

Overview

50
50
years of professional experience

Work History

Tax Preparer

Bremmer,Inc
WISCONSIN RAPIDS, United States
01.1994 - 03.2019
  • 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.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Offered clients recommendations to reduce tax liabilities.

2nd Level Supervisor

GTE
Sun Prairie, WI
04.1968 - 03.1993
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
  • Evaluated employee performance and coached and trained to improve weak areas.
  • Maintained compliance with company policies, objectives and communication goals.
  • Worked with management team to implement proper division of responsibilities.
  • Set overall vision and provided team leadership.

Education

High School Diploma -

East High School
Wausau, WI
06.1963

Skills

  • Adjustments and Deductions
  • Individual Tax Returns
  • Client Tax Services
  • Tax Form Completion
  • Client Invoicing
  • Tax Code Knowledge
  • Tax-Related Research
  • Tax Audit Procedures
  • IRS Correspondence
  • Due Diligence

Timeline

Tax Preparer

Bremmer,Inc
01.1994 - 03.2019

High School Diploma -

East High School

2nd Level Supervisor

GTE
04.1968 - 03.1993
Patricia PeckhamMaster Tax Preparer