Robert Baker
Dunnellon
Summary
Master Tax Advisor with H&R Block, skilled in tax code interpretation and financial analysis. Expertly reduced client tax liabilities through strategic planning and thorough review of filings, ensuring eligibility for credits. Proven ability to advise clients effectively while maintaining meticulous records and fostering trust.
Overview
53
53
years of professional experience
Work History
Master Tax Advisor
H&R Block Tax Svc
01.2010 - 04.2023
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Station Commander
New York State Police
06.1970 - 08.1989
Education
Associate of Applied Science - Criminal Justice
Ulster County Community College
Stone Ridge, NYSkills
- Financial analysis
- Tax code interpretation
- Tax planning strategies
- Tax advising
- IRS Enrolled Agent
Timeline
Master Tax Advisor
H&R Block Tax Svc
01.2010 - 04.2023
Station Commander
New York State Police
06.1970 - 08.1989
Associate of Applied Science - Criminal Justice
Ulster County Community College