Tax Professional
H & R Block Mortgage
Venice, FL
12.2024 - 04.2025
- Organized and completed federal, state, and local income tax filings for individuals and businesses.
- Maintained records of previous year's filings for comparison purposes during current year preparation efforts.
- Gathered necessary documentation from clients in order to accurately prepare returns.
- Developed relationships with clients by providing excellent customer service throughout the entire process.
- Researched changes in relevant laws or regulations as they pertain to taxes.
- Provided education about various topics related to taxes such as retirement planning, estate planning, investments.
- Provided tax advice to clients based on their individual financial situation.
- Resolved taxpayer inquiries received via phone calls or emails in a timely manner.
- Reviewed client information to ensure accuracy of all documents submitted for filing.
- Prepared and filed federal, state, and local income taxes for individuals and businesses.
- Reviewed prior years' returns for errors that may require amending or refiling.
- Advised clients on how to minimize their overall tax liabilities through strategic planning.
- Collaborated with accountants and other professionals when needed regarding complicated tax matters.
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Finalized and processed paperwork with local, state and federal government authorities.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
- Implemented electronic filing procedures to streamline tax return processing and reduce errors.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
- Educated clients on the implications of tax laws and their financial decisions.
- Resolved client tax issues by investigating discrepancies and implementing corrective actions.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
- Computed taxes owed or overpaid for clients.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.