Summary
Overview
Work History
Education
Skills
Timeline
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Sunny Caswell

Hopkinton,RI

Summary

Enrolled Agent for 20+ years with a proven track record at KNR Accounting and H&R Block, demonstrating expertise in federal and state tax returns and exceptional client service. Leveraged tax software proficiency and strategic tax planning to optimize client outcomes, achieving a high rate of customer satisfaction and repeat business. Excelled in researching and applying complex tax laws, ensuring compliance and maximizing returns.

Overview

28
28
years of professional experience

Work History

Tax Accountant

KNR Accounting
Narragansett, RHODE ISLAND
08.2016 - 12.2024
  • Prepared and filed taxes for individuals, corporations, and other entities.
  • Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Assisted clients with personal and corporate tax issues.
  • Worked closely with clients throughout the year to ensure accurate filings at year end.
  • Researched changes in laws to maintain adherence to financial regulations.
  • Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
  • Remained vigilant in terms of changes to tax laws, assuring that companies were always compliant.
  • Provided advice on strategies to reduce overall tax liability for clients.
  • Researched complex tax issues and provided solutions to clients.
  • Identified needs of customers promptly and efficiently.

Tax Professional

H&R Block
Westerly, RHODE ISLAND
11.1996 - 04.2016
  • Gathered necessary documentation from clients in order to accurately prepare returns.
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
  • Used tax form instructions and tables to complete tax forms.
  • Computed taxes owed or overpaid for clients.
  • Provided education about various topics related to taxes such as retirement planning, estate planning, investments.
  • Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
  • Provided exceptional customer service, addressing client concerns and questions promptly.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Performed calculations to determine taxable income, capital gains, losses.
  • Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
  • Developed and maintained professional relationships with clients to encourage repeat business and referrals.
  • Liaised between clients and tax authorities such as IRS representatives.
  • Reviewed prior years' returns for errors that may require amending or refiling.
  • Assisted with audits conducted by the IRS or other government agencies when needed.
  • Conducted research on complex tax issues to determine the best course of action for clients.
  • Advised clients on tax planning strategies to minimize liabilities and maximize returns.
  • Conducted client interviews to gather necessary documentation and information for tax preparation.
  • Researched changes in relevant laws or regulations as they pertain to taxes.

Education

Certificate - Accounting

Community College of Rhode Island
Warwick, RI
12-2015

Associate of Arts - Accounting

University of Phoenix
Phoenix, AZ
12-2010

Skills

  • Federal and state tax returns
  • Corporate tax filings
  • Tax return preparation
  • Bookkeeping expertise
  • Business taxation
  • Sales tax management
  • State and local taxation
  • Income tax laws
  • Income tax compliance
  • Proficient in the Microsoft Office Suite
  • Tax software proficiency
  • Tax credits and deductions
  • Tax advisory services
  • Auditing assistance
  • Tax planning strategies

Timeline

Tax Accountant

KNR Accounting
08.2016 - 12.2024

Tax Professional

H&R Block
11.1996 - 04.2016

Certificate - Accounting

Community College of Rhode Island

Associate of Arts - Accounting

University of Phoenix

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Sunny Caswell