SRILAKSHMI SRINIVASAN
Tax Advisor
DANVILLE,CA
Summary
Highly experienced Enrolled Agent with expertise in managing tax engagements for high-net-worth individuals and small to mid-size privately held businesses. Proven track record of preparing and reviewing complex tax returns, including clients with multi-million dollar incomes. Adept at tax research, strategic planning, and providing comprehensive tax advisory services. Exceptional organizational, analytical, and client service skills.
Overview
2
2
years of professional experience
Work History
Tax Advisor
Block Advisors
8 2022 - Current
- Organized and prepare around 250+ Individual, and small business returns.
- Handle complex tax returns including trust, estate and gift returns along with Corp, S-Corp and Partnership returns.
- Prepare US, multi-state returns for clients.
- Assisted clients with preparing 1099, W2 and quarterly payments.
- Research and respond to inquiries from IRS and other tax authorities.
- Contacted IRS or other relevant government organizations on behalf of client to address tax discrepancies, errors and mail audits.
- Provided guidance on complex tax issues, helping clients navigate challenging situations with confidence.
- Developed strong client relationships, fostering trust and loyalty through exceptional service delivery
Tax Preparer
NRI tax group
03.2022 - 05.2022
- Gathered information/materials to help prepare tax return with accuracy.
- Utilized Intuit pro-series tax software to prepare returns and meet deadlines.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Maintained complete and sensitive client records and supporting documentation in secured areas
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally
Education
Bachelors in Architecture -
University of Madras
05.1998 - 01.1998
Skills
Tax Compliance
Tax audit procedures
International Taxation
Accomplishments
- Outstanding testimonials from Clients
- Extreme attention to detail
- Efficient and quick turn around to complete and sign off the work assigned.
Affiliations
National association of enrolled agents
Timeline
Tax Preparer
NRI tax group
03.2022 - 05.2022
Bachelors in Architecture -
University of Madras
05.1998 - 01.1998
Tax Advisor
Block Advisors
8 2022 - Current
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