Sharon Griffin

Enhanced well over 570 clients satisfaction by providing personalized tax preparation services and addressing their specific financial needs.

• Maximized client refunds with diligent identification of applicable deductions and credits.
• Implemented efficient record-keeping systems that improved accuracy and accessibility of clients'' financial information during tax preparation process.
• Maintained up-to-date knowledge of federal and state tax laws through continuous professional development courses.
• Established long-term relationships with clients based on trust, expertise, professionalism, attention to detail.
• Served as a trusted advisor for small business owners, guiding them on various aspects of taxation including payroll taxes, sales taxes, and quarterly payments.
• Provided year-round support on tax planning and strategy to help clients optimize their financial decisions.
• Assisted over 157 clients in resolving IRS notices and audits by providing expert advice and timely communication.
• Successfully resolved over 350 client disputes with IRS by providing detailed documentation, negotiating on their behalf, and ensuring fair resolution.
• Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.

• Maximized 125 client refunds with diligent identification of applicable deductions and credits.
• Ensured error-free calculations by conducting over 75 rigorous reviews before submitting completed forms.
• Managed multiple deadlines effectively to ensure timely submission of all client tax returns.
• Provided year-round support on tax planning and strategy to help clients optimize their financial decisions.