Summary
Overview
Work History
Education
Skills
Timeline
Generic

RENEE BOND

Lebanon,Tn

Summary

Senior tax preparer with 14+ years of individual and business taxation experience. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.

Overview

17
17
years of professional experience
3963
3963
years of post-secondary education

Work History

Tax Accountant

Mahan & Associates LLC
02.2020 - 02.2024
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
  • Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
  • Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
  • Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
  • Facilitated smooth tax season operations by efficiently managing workload distribution among accounting team.

Bookkeeper /Federal and State Income Tax Preparer

Personalized Bookkeeping & Tax Services
06.2019 - 01.2020
  • Investigated and resolved discrepancies during the account reconciliation process
  • Coded all transactions according to the internal company system to avoid errors
  • Prepared and submitted quarterly and yearly tax forms and returns to meet local, state and federal requirements
  • Verified the information submitted to identify and resolve discrepancies with payroll and employee personal data
  • Issued bi-weekly employee paychecks as well as their associated statements of earnings and deductions
  • Processed time sheets and calculated payments owed to the organization's salaried and hourly employees
  • Pulled Transcripts for past tax returns to be complied

Tax Preparation Service

Bond's Tax Service
01.2011 - 10.2019
  • Prepared and reviewed simple and complex tax returns on behalf of individual and small business clients
  • Prepared past tax returns from pulling transcripts from the IRS
  • Verified the form totals carefully to locate and resolve mathematical, procedural and data entry errors
  • Assisted clients with their future tax planning, advising on strategies to control their liability
  • This was a seasonal position in which I performed while owning another business
  • Federal E File Agent
  • Complied bank statements for small businesses in order to put together a tax return accurately
  • Prepared 1099's & W2's for federal reporting & for employers and employees

Owner / Operator Sales, Parts & Service

Low Key Cycles
08.2010 - 11.2018
  • Consulted with customers to understand their desires and suggest the best products to meet their needs
  • Troubleshot and diagnosed problems with equipment such as motorcycles and ATV, independently resolving the routine issues and organizing more advanced repairs
  • Reviewed schematics and specifications to understand each job and plan the correct sequence, minimizing errors and avoiding wasted materials
  • Set expectations and modeled excellent service by projecting a positive attitude and enthusiasm toward the job, company, and customers
  • Ensured all customers received friendly, quick, and efficient service
  • Coached, trained, recognized, and managed all aspects of performance for store associates and developed a bench of talented workers
  • Processed time sheets and calculated payments owed to the organization's salaried and hourly employees

Bookkeeper / Income Tax Preparer

Jerry Taylor CPA
06.2007 - 05.2010
  • Answered incoming calls and directed messages to the correct party
  • Scheduled meetings and assisted in making travel arrangements
  • Greeted visitors and escorted them to their destinations
  • Maintained payroll accuracy by tracking time, calculating extras such as commission and updating forms
  • Coded all transactions according to the internal company system to avoid errors
  • Maintained efficient office operations by offering skilled clerical support to senior team members
  • Prepared and reviewed simple and complex tax returns on behalf of individual and small business clients

Education

CNT - Nursing

Medical Career College
Nashville, TN

High School Diploma - Photography

McGavock High School
Nashville, TN

Skills

Skilled in Drake tax software

Timeline

Tax Accountant

Mahan & Associates LLC
02.2020 - 02.2024

Bookkeeper /Federal and State Income Tax Preparer

Personalized Bookkeeping & Tax Services
06.2019 - 01.2020

Tax Preparation Service

Bond's Tax Service
01.2011 - 10.2019

Owner / Operator Sales, Parts & Service

Low Key Cycles
08.2010 - 11.2018

Bookkeeper / Income Tax Preparer

Jerry Taylor CPA
06.2007 - 05.2010

CNT - Nursing

Medical Career College

High School Diploma - Photography

McGavock High School
RENEE BOND