Shirley Upshaw
Pascagoula,MS
Summary
Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing 21 years of experience helping clients maximize return values while minimizing liabilities.
Overview
15
15
years of professional experience
Work History
Tax Preparer
H&r Block Tax Svc
Pascagoula, MS
12.1996 - 04.2012
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Completed and filed returns with tax departments at local, state and federal levels.
- Offered clients recommendations to reduce tax liabilities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
Education
No Degree - Tax Knowledge
H&R Block Tax School
Pascagoula, MSHigh School Diploma -
Magnolia High School
Moss Point, Ms05.1970
Skills
- Tax Form Completion
- Adjustments and Deductions
- Business Management Principles
- Individual Tax Returns
- Client Tax Services
- Tax Code Knowledge
- Tax-Related Research
Timeline
Tax Preparer
H&r Block Tax Svc
12.1996 - 04.2012
No Degree - Tax Knowledge
H&R Block Tax School
High School Diploma -
Magnolia High School
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