Shawn Norman

Own and operate NuStart Capital Tax Services

• Delivered comprehensive tax documentation required for accurate individual and corporate returns.
• Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
• Completed and filed returns with tax departments at local, state and federal levels.
• Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
• Facilitated communication between clients and tax authorities.
• Facilitated integration of modern tax software with client accounting software.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Oversaw team of 1 tax professionals handling up to 150 clients per year.
• Prepared written responses or tax return amendments to resolve state and federal notices.

Managed a new Uhaul Center startup location

• Improved operational efficiencies while managing customers requests, store inventory, transactions, new purchase orders and pricing needs.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Responded to 25 -40 customer calls and emails to answer questions about products and services.
• Trained new personnel regarding company operations, policies and services.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Facilitated inter-departmental communication to effectively provide customer support.
• Increased efficiency and performance by monitoring team member productivity and providing feedback.

Owned and operated Alternative Tax and Business Solutions LLC, (ATBS). operated office of 4 employees and generated approximately 700 tax returns per tax season. A client base of 20 small businesses. Conducted bookkeeping services and prepared company tax returns.

• Completed and filed returns with tax departments at local, state and federal levels.
• Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
• Facilitated communication between clients and tax authorities.
• Prepared tax returns for clients in various industries according to government regulations and requirements.
• Oversaw team of 4 tax professionals handling up to 700+ clients per year.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Prepared written responses or tax return amendments to resolve state and federal notices.
• Interviewed 700+ clients to collect information and gather necessary paperwork prior to preparing tax returns.