Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
Hi, I’m

Robert Adams

Bandon,OR
Robert Adams

Summary

A business owner with 30 years or more of tax industry experience is highly skilled at handling all types of issues successfully. Known for effective problem-solving and goal-oriented planning.

A reliable and upbeat consultant is successful at promoting customer loyalty, satisfaction, and purchases with consultative techniques and diligent attention to individual needs. Knowledgeable about providing services, processing payments, and office administration. Dedicated and dependable relationship-builder with excellent organizational strengths and a superior work ethic.

A knowledgeable computer application and processor with three decades of experience. Familiar with Microsoft products and online programs.

Has built multiple websites using Godaddy, Fast Funnels, and OSclass PHP.

Experienced public speaker with studio and podcast/video editing skills.

Overview

35
years of professional experience
4
years of post-secondary education

Work History

Rocket Enrich LLC

Partner
08.2022 - Current

Job overview

  • Researched and wrote contracts, agreements and proposals.
  • Provided outstanding service to all individuals, promoting effective and lasting business relationships.
  • Networked with other professionals and organizations to expand contacts and opportunities.
  • Evaluated productivity and quality of service and made recommendations for improvement to reach the firm's short-term and long-term goals.
  • Developed and implemented strategies to enhance partner relations.
  • Currently teaching clients the advantages of using AI in their businesses.
  • Client base grew to over 100 in just 3 months.

Maxplans For Life Inc

Manager of Business Development and Sales
01.2019 - Current

Job overview

  • Built a website and did webinars to a website and did webinars to a niche market of speculators.
  • Generated gross sales of over $450,000 in 4 years
  • Built relationships with customers and the community to establish long-term business growth.
  • Analyzed sales data to identify opportunities for improvement and created action plans to capitalize on those opportunities.
  • Prepared sales presentations for clients showing the success and credibility of tax products.
  • Assessed customer needs and developed customized solutions to drive sales.
  • Developed a deep understanding of customer needs, priorities, and pain points to deliver customized service.
  • Developed and implemented successful sales strategies to drive growth and exceed revenue targets.
  • Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Boosted marketing, reviewed pricing strategies, and expanded distribution channels to increase sales revenue.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Created customer loyalty programs to increase repeat business.
  • Maintained financial controls, planned business operations, and controlled expenses while identifying opportunities to grow business operations and boost profits.
  • Developed useful pricing models to maximize profit margins and generate leads.

IRSSTRATEGIES Inc

Owner
11.2005 - 05.2018

Job overview

  • Managed day-to-day business operations.
  • Prepared bank deposits and handled business sales, returns, and transaction reports.
  • Conducted target market research to discover customer needs and analyze competitor trends.
  • Founded and managed a tax preparation business, growing revenue to $100,000 in the first year.
  • Used knowledge of market trends to create value-added solutions resulting in a significant revenue increase.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.

Intermountain Tax Inc

Owner
01.1988 - 04.2001

Job overview

  • Took business from 12 clients in 1988 to nearly 4,000 in 2000
  • Managed day-to-day business operations.
  • Prepared bank deposits and handled business sales, returns, and transaction reports.
  • Conducted target market research to discover customer needs and analyze competitor trends.
  • Established foundational processes for business operations.
  • Established, optimized and enforced business policies to maintain consistency across industry operations.
  • Used knowledge of market trends to create value-added solutions resulting in a significant revenue increase.
  • Trained and developed team members to build human capital.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Conducted audit inspections and independent checks to verify parts and materials.
  • Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
  • Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
  • Trained and motivated employees to perform daily business functions.
  • Introduced new methods, practices, and systems to reduce turnaround time.

Education

State of Idaho EMS
Idaho Falls

Trauma Paramedic from Trauma Paramedic And State EMS Instructor
1974 - 1977 (3 years)

University Overview

  • Completed professional development in Emergency Medicine
  • Head of Madison County, Idaho Ambulance services
  • Assisted in creating EMS and Paramedic program at BYU Idaho
  • Was primary provider during the Teton Dam Failure in 1976
  • Did two CPR 5 and 6 day marathons to raise funds for local ambulance service
  • Had Kevin Tighe from the TV series "Emergency One" attend our last CPR marathon
  • Awarded "The Good Samaritan Award" by an Idaho Falls volunteer organization

Idaho State Tax Commission
Boise

No Degree from Electronic Technology
1992 - 1993 (1 year)

University Overview

  • Professional development completed in electronic tax filing
  • One of three test sites for electronic tax filing for the State of Idaho
  • Traveled on behalf of the IRS to regional, district, and national seminars advocating the value of electronic tax filings
  • Attended training seminars and support for tax software company for 10 years

Skills

  • Organizational Abilities
  • Business Management
  • Government Correspondence
  • 30 Years of Computer Experience
  • Enforcement of Policies and Law
  • Communication Skills Public and Individual
  • Strategize and Adoption of Plans
  • Customer Retention Strategies
  • Government Regulations
  • Document Preparation
  • Strategic Consulting
  • Staff Oversight
  • Document Inspection
  • Legal Research
  • Due Diligence
  • Staff Development
  • Develop Courses
  • Organizing Courses
  • Remote Assistance
  • Lecture Implementation
  • Technology Integrated Instruction
  • Classroom Management
  • Public Speaking
  • Online Systems
Availability
See my work availability
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saturday
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morning
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Quote

There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin

Timeline

Partner
Rocket Enrich LLC
08.2022 - Current
Manager of Business Development and Sales
Maxplans For Life Inc
01.2019 - Current
Owner
IRSSTRATEGIES Inc
11.2005 - 05.2018
Idaho State Tax Commission
No Degree from Electronic Technology
1992 - 1993 (1 year)
Owner
Intermountain Tax Inc
01.1988 - 04.2001
State of Idaho EMS
Trauma Paramedic from Trauma Paramedic And State EMS Instructor
1974 - 1977 (3 years)
Robert Adams