SERGIO E. HEREDIA
Santa Fe,NM
Summary
Dynamic Tax Professional with extensive experience at Liberty Tax Service, excelling in tax preparation and client advising. Proven track record in minimizing tax liabilities through strategic planning and meticulous financial analysis. Recognized for exceptional customer service and attention to detail, ensuring compliance and maximizing deductions for diverse clientele. Seasoned professional specializing in various returns. Technologically savvy and meticulous in completing documentation according to guidelines. Quick learner with excellent communication skills and professional demeanor. Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as professional. Excels under pressure and work effectively in both self-directed and team-based capacities.
Overview
1
1
Certification
Work History
TAX PROFESSIONAL
LIBERTY TAX SERVICE
SANTA FE, NM
01.2025 - 04.2025
- Performed calculations to determine taxable income, capital gains, losses.
- Participated in professional development activities such as seminars or conferences related to taxation.
- Advised clients on how to minimize their overall tax liabilities through strategic planning.
- Identified potential deductions and credits applicable to each client's return.
- Collaborated with accountants and other professionals when needed regarding complicated tax matters.
- Created spreadsheets detailing assets, expenses, deductions, and income used in preparing returns.
- Conducted research on complex tax issues to determine the best course of action for clients.
- Developed relationships with clients by providing excellent customer service throughout the entire process.
- Maintained records of previous year's filings for comparison purposes during current year preparation efforts.
- Analyzed financial statements and other records to determine appropriate tax treatments and strategies.
- Provided tax advice to clients based on their individual financial situation.
- Prepared and filed federal, state, and local income taxes for individuals and businesses.
- Resolved taxpayer inquiries received via phone calls or emails in a timely manner.
- Reviewed prior years' returns for errors that may require amending or refiling.
Education
ULYSSES HIGH SCHOOL
Ulysses, KSSkills
- Tax preparation
- Tax research
- Financial analysis
- Client advising
- Tax compliance
- Customer service
- Attention to detail
- Internal revenue service correspondence
- Cryptocurrency taxation
- Tax credits and incentives
- State and local taxation
Languages
Spanish
Professional
English
Professional
Certification
- ANNUAL IRS TAX CERTIFICATION
- LATINO TAX CERTIFICATION
Timeline
TAX PROFESSIONAL
LIBERTY TAX SERVICE
01.2025 - 04.2025
ULYSSES HIGH SCHOOL
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