Rebekah Clanton

• Tax Preparation
• Tax Planning.
• Versed in conflict resolution with with IRS
• Proficient in special tax like self-employed, clergy, and military, K1statements

Started this business from the ground up during Covid Pandemic while other tax offices were closing their doors. 99% client return rate for three years.

• Leadership and supervision of 6 departments (Creative Arts, Women's, Children's, Benevolence, Office personnel
• Responsibilities include directing over 200 volunteers, recruiting and training, scheduling, annual calendar planning and budgets for each department
• Event Planning - Planning, facilitating, staffing and budget for community events as well as in house events
• Payroll and Accounts Payable. Streamlined operations and responsible for contract negotiations for office equipment leasing and services
• Monitored expenditures to mitigate risk of overages.

• Client tax preparation
• Tax planning
• IRS conflict resolution
• Life and Health Insurance licensed

Assisted clients in tax planning. Worked in coordination with Financial Advisors to help clients reach investment and retirement goals with emphasis on tax implications.

• Responsible for Managing multiple offices, oversite of multiple employees, scheduling, reaching office goals and benchmarks
• Worked with area director during pre-tax season to interview new hires
• Assistant instructor for Tax Preparer certification class
• Represented company in community at various business events as a part of marketing
• Did tax presentations for area businesses and for self-employed individuals
• Specialized in Clergy returns.

• Specialized in Schedule C – Self Employed Returns and Clergy Returns

• Administrative Assistant to the Vice Chair of Adult Education

• Patient Scheduling, Billing, Accounts Receivable, Insurance claims and coding

• Executive Administrative Assistant
• Weekly Report
• 15+ phone calls daily
• Calendar scheduling
• Mail outs