Accomplished professional with expertise in preparing complex tax returns for individuals and businesses. Utilizes strong technical knowledge and experience to accurately and efficiently complete tax returns. Excels in customer service and communication and ensures client satisfaction with the end product. Committed to staying current on tax regulations and utilizing the latest software and tools.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Preparer
Desert Valley CPA
02.2025 - 04.2025
Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
Increased client satisfaction by providing accurate and timely tax preparation services.
Assessed client tax situations to determine best filing options.
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.
Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
Streamlined tax filing processes for clients, ensuring a smooth and efficient experience.
Collaborated with colleagues to develop best practices for efficient and effective tax preparation.
Adapted quickly to new tax software and technologies, enhancing efficiency in tax preparation tasks.
Tax Associate
Baker Tilly ( Intuit Turbo Tax)
12.2024 - 04.2025
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Income Tax Preparer
Desert Valley CPA
11.2023 - 06.2024
Prepared and filed federal, state, and local income tax returns for individual and business clients with accuracy and efficiency.
Provided guidance on how best to utilize available credits when filing taxes.
Utilized software programs such as QuickBooks and DocuSign to prepare returns.
Performed calculations to determine estimated taxes due or refundable amount payable to the taxpayer.
Calculated form preparation fees according to return complexity and required processing time.
Developed an in-depth understanding of the latest tax laws and regulations.
Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry, and procedures.
Tax Associate
Jackson Hewitt Tax Services
10.2018 - 06.2019
Expertise in tax planning strategies, research and analysis of tax laws, and providing guidance during IRS audits.
Researched complex tax issues using online databases.
Reviewed accounting books for accuracy prior to preparing taxes.
Processed payments related to taxes due from clients.
Performed data entry operations for client information into internal database systems.
Maintained client confidentiality in accordance with IRS guidelines.
Provided guidance on how to maximize deductions when filing taxes.
Advised clients on various aspects of taxation including filing requirements, deductions, credits.
Admin
UPS Store
01.2018 - 08.2018
Administered store operations from opening to closing including orders management, and customer relationship management.
Organized and distributed mail to box holders and performed other order management activities involving forwarding mail, packaging, shipping, live scanning, fingerprinting, and cash handling.
Ensured store compliance with health and safety rules; monitored and controlled store's cash flow.
Recognized for resolving customer complaints and concerns in a professional manner.
Maintained up-to-date records and processed pending orders on time.
Delivered high levels of customer satisfaction and service by ensuring quick and smooth delivery of orders.
Education
Master of Business Administration (M.B.A.) - Marketing
Hindu College
Bachelor of Commerce - Accounting and Taxation
Andhra University
Skills
Strategic Communication Management Professional
Multitasking Abilities
Time Management
Bookkeeping
Microsoft office
Interpersonal Communication
Tax Preparation
Client Invoicing
Valid PTIN
QuickBooks
Relationship building
Data gathering
Verbal/written communication
Certification
Salesforce Admin Certification
Tax prep Course
Tax courses offered by Intuit Training
Timeline
Tax Preparer
Desert Valley CPA
02.2025 - 04.2025
Tax Associate
Baker Tilly ( Intuit Turbo Tax)
12.2024 - 04.2025
Income Tax Preparer
Desert Valley CPA
11.2023 - 06.2024
Tax Associate
Jackson Hewitt Tax Services
10.2018 - 06.2019
Admin
UPS Store
01.2018 - 08.2018
Bachelor of Commerce - Accounting and Taxation
Andhra University
Master of Business Administration (M.B.A.) - Marketing