Richard James Dorantes-Sandoval
Watsonville,CA
Summary
Talented tax preparation professional with expertise in completing returns accurately and efficiently. Motivated student eager to apply classroom knowledge to real-world experiences, with a strong willingness to learn and contribute. Effective communicator with a collaborative mindset, ready to bring fresh perspectives and a strong work ethic to any team.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Tax Preparer
Dorantes Tax & Accounting
Watsonville , CA
2023.04 - Current
- Assisted clients in responding to IRS notices of deficiency or audit findings.
- Prepared and reviewed tax returns for individuals.
- Organized paperwork for efficient review by senior staff members.
- Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
- Provided guidance on financial decisions related to taxes.
- Assisted customers with any questions they had about their taxes or filing status.
- Resolved client tax issues by investigating discrepancies and implementing corrective actions.
- Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
Receptionist
Dorantes Tax & Accounting
Watsonville , CA
2020.03 - 2023.04
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Greeted visitors and provided them with assistance.
- Performed data entry tasks into various computer systems accurately and promptly.
- Responded to inquiries from internal staff members regarding office operations.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Investigated and analyzed client complaints to identify and resolve issues.
Education
Business Administration
Monterey Peninsula College
Monterey, CASkills
- Document Preparation
- Risk Management
- Documentation filing
- Tax Return Preparation
- Records Management
- Tax advising
- Tax Law Compliance
- High accuracy
- Client Communication
- Filing System Management
- Income Tax Preparation
- Appointment Scheduling
Certification
- California tax education council certificate
- California notary public
Languages
Spanish
Native/ Bilingual
Timeline
Tax Preparer
Dorantes Tax & Accounting
2023.04 - Current
Receptionist
Dorantes Tax & Accounting
2020.03 - 2023.04
Business Administration
Monterey Peninsula College
- California tax education council certificate
- California notary public
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