Sandy C. Giglio
7 Liberty Cir Palm Coast, FL 32164
(386) 302-5426,FL
Summary
Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing 40+ years of experience helping Personal and Business clients maximize return values while minimizing liabilities. High-performing and proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Focused in conducting face-to-face tax interviews. History of going above and beyond to exceed expectations. Eagle-eyed tax preparer with expertise in managing tax preparation and filing from start to finish. Successful in helping individuals, non-profit organizations and corporations maximize returns. Proven leader and accomplished in developing high-performing teams when facilitating client management. Efficient accountant familiar with local, state and federal tax law. Expertise includes developing individualized client strategies and reviewing financial statements. Proficient in many tax software programs. Veteran accountant specializing in individual and small business tax planning and tax return preparation. Expert in maximizing returns by uncovering unclaimed deductions. Detail-oriented and quick to implement changes in tax regulations into daily procedures. Skilled in generating new business through personalized relationship building. Ambitious accountant bringing over 40+ years of experience in growing tax agency. Proficient in doing tax returns for individuals and businesses. Knowledgeable about preparing sales, payroll and excise documents. Ambitious accountant bringing over 40+ years of experience in growing tax agency. Deadline-expertise in preparing local, state and federal for individuals and businesses. Detail-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
41
41
years of professional experience
Work History
Accountant/Enrolled Agent
Self Employed Services
Palm Coast, FL
01.1982 - Current
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Prepared tax returns for clients in varied industries according to government regulations and requirements.
- Facilitated integration of modern tax software with client accounting software.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
Education
No Degree - Accounting Technology And Bookkeeping
Daytona Beach Community College
Palm Coast, FLEnrolled Agent
Internal Revenue Service
Skills
- Complex Information Translation
- Active Listening
- Deductible Expense Identification
- IRS Correspondence
- Tax Form Completion
- Intuit QuickBooks
- Client Records Review
- Atypical Return Processing
- Client Tax Services
- Adjustments and Deductions
- Tax Computation
- Income Statements
- Tax-Related Research
- Electronic Filing Software
- Due Diligence
- Tax Code Knowledge
- Financial Statements Expertise
- Corporate Tax Issues
- Payroll Familiarity
- Year-End Tax Provision Proficiency
- Exemptions Expertise
- Government Regulations
- Individual Returns Preparation
- Tax Audit Procedures
- Tax Return Preparation
- Internal Revenue Service Correspondence
- Account Auditing
- Client Support
- Financial Analysis Software
- Tax Payment Estimations
- Bank Reconciliation
- Tax Strategy Implementation
- Personal Interviews
- Valid PTIN
Licensed In Securities & Insurance
Series 7 Securities License
Life Health & Annuity License
Timeline
Accountant/Enrolled Agent
Self Employed Services
01.1982 - Current
No Degree - Accounting Technology And Bookkeeping
Daytona Beach Community College
Enrolled Agent
Internal Revenue Service
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