Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Tammy Contreras

Brownwood,TX

Summary

Detail-oriented CPA firm professional with over five years of experience in billing, tax return assembly, client intake, and administrative support. Proven expertise in enhancing operational efficiency during tax season through compliance with IRS procedures, accurate document assembly, and effective client communication. Strong background in billing operations and accounts receivable, complemented by a commitment to streamlining tax-related administrative workflows. Recognized for delivering exceptional customer service and administrative excellence, with skills in calendar management, scheduling, data entry, and database administration.

Overview

13
13
years of professional experience

Work History

Receptionist / Billing Manager

Kathryn Isbell CPA, PC
Brownwood, TX
02.2019 - 05.2025
  • - Managed full-cycle billing and invoicing for CPA firm clients, ensuring timely and accurate processing.
  • - Assembled federal and state tax returns for C Corporations, S Corporations, Partnerships, Fiduciaries, Solar-related entities, Professional Organizations, and Individual returns in accordance with IRS procedures.
  • - Prepared tax return packets for mailing, including proper attachments, signatures, and entity-specific requirements.
  • - Assisted clients with estimated tax payments and preparation of tax due vouchers mailed to the IRS via Certified Mail with Return Receipt.
  • - Assembled and distributed large volumes of K-1s to partners accurately and on schedule.
  • - Utilized DocuSign and e-signature platforms through Certified Tax Professional workflows.
  • - Explained tax return timelines, refunds vs. balances due, entity filing deadlines, and extension dates to clients.
  • - Maintained detailed client intake records using Excel spreadsheets and manual documentation methods.
  • - Processed and distributed tax documents via USPS Priority Mail, Certified Mail, email, and fax.
  • - Completed 1099 intake, generation, and distribution using 1099 software.
  • - Tracked tax deadlines and proactively reminded clients of upcoming U.S. tax payments using customized Rolodex tracking systems.
  • - Supported administrative tasks including scheduling, data entry, accounts receivable follow-up, and client correspondence.
  • Managed multi-line phone system, ensuring efficient call routing and exceptional customer service.
  • Maintained client records with high accuracy, ensuring compliance with privacy regulations.
  • Assisted in preparing financial documents, enhancing overall office workflow efficiency.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.

Dog Trainer

Patriot PAWS
Gatesville, TX
11.2015 - 03.2019
  • Developed and implemented training programs for service dogs, enhancing obedience and task performance.
  • Assessed individual dog behavior to tailor training methods for optimal results.
  • Conducted group training sessions, promoting socialization and teamwork among service dogs.
  • Evaluated training progress through regular assessments, adjusting techniques as necessary for improvement.
  • Implemented positive reinforcement strategies to improve learning outcomes and build trust with dogs.
  • Evaluated dogs'' progress during training sessions, adjusting techniques according to unique temperaments and learning styles.
  • Observed dogs in various settings to determine behavioral concerns and problems.
  • Reduced dog behavioral issues through consistent application of positive reinforcement techniques.
  • Strengthened relationships between handlers and working dogs by facilitating bonding exercises designed to build trust and mutual understanding.
  • Imparted valuable knowledge on nutrition and exercise routines to clients, contributing to overall canine health improvement.
  • Offered guidance on selecting suitable equipment such as leashes, collars, and harnesses that promote proper handling techniques while walking or training dogs.
  • Watched dogs for triggers, signs of aggression and pack behaviors to formulate possible solutions.
  • Enhanced dogs'' obedience levels by implementing customized training programs tailored to their specific needs.
  • Elevated public safety by training service dogs for individuals with disabilities, ensuring reliable assistance in various settings.
  • Enhanced dogs' agility and physical fitness through dynamic exercise routines, promoting overall health and vitality.
  • Maintained clean, neat, and hazard-free animal areas to protect individual health and wellbeing.
  • Talked to or interacted with animals to increase familiarity with human voices or contact.
  • Observed animals during different activities to identify possible illnesses or injuries requiring care.
  • Mentored junior trainers on best practices for effective dog training methodologies.

Private Housekeeper

Self-employeed
Brownwood, TX
02.2012 - 09.2015
  • Managed daily household cleaning tasks, ensuring high standards of cleanliness and organization.
  • Developed customized cleaning schedules to optimize efficiency and meet client preferences.
  • Coordinated laundry services, including washing, ironing, and folding garments for family members.
  • Implemented inventory management for household supplies, maintaining stock levels to prevent shortages.
  • Organized and maintained household areas, enhancing functionality and aesthetic appeal.
  • Cultivated strong relationships with clients through effective communication and understanding of their needs.
  • Implemented customized cleaning schedules tailored to individual client preferences and needs.
  • Maintained confidentiality at all times, upholding privacy standards essential in private housekeeping roles.
  • Oversaw special projects such as deep cleaning and seasonal preparations, enhancing overall household maintenance.
  • Anticipated clients'' needs proactively, resolving issues before they escalated into larger problems.
  • Established trust-based relationships with clients through consistent professionalism coupled with genuine empathy towards individual requirements.
  • Operated steam cleaner to refresh and disinfect fibers of carpet.
  • Provided additional support during special events or occasions, ensuring smooth execution of all planned activities and details.
  • Cleaned and organized kitchen and eating areas by washing dishes, removing trash and wiping down counters and surfaces.
  • Improved overall cleanliness of homes with meticulous attention to detail during deep-cleaning tasks.
  • Managed household tasks efficiently, ensuring timely completion and high-quality results.
  • Maintained a safe and hygienic home by implementing thorough cleaning routines.
  • Enhanced client satisfaction by maintaining a clean and organized living environment.
  • Polished and dusted furniture, antiques and high-priced valuables to preserve pieces.
  • Completed special housekeeping actions such as turning mattresses on set schedule.
  • Resealed floors with wax and kitchen counters with correct applications to minimize staining and damage.

Education

High School Diploma -

Brownwood High School
Brownwood, TX
05-1998

Skills

  • Tax Return Assembly
  • CPA Firm Administration
  • Billing & Invoicing
  • Accounts Receivable
  • 1099 Processing
  • Client Intake & Communication
  • IRS Filing Procedures
  • K-1 Assembly & Distribution
  • DocuSign & E-Signatures
  • Excel & Manual Recordkeeping
  • USPS Certified & Priority Mail
  • Tax Deadline & Extension Tracking
  • Organization skills
  • Time management
  • Data entry
  • Verbal and written communication
  • Office administration
  • File management
  • Multi-line telephone operation
  • Documentation and reporting
  • Professional demeanor
  • Service-oriented mindset
  • Information protection
  • Basic accounting
  • Expense reporting
  • Front desk operations
  • Phone etiquette
  • Professional and polished presentation
  • Recordkeeping and bookkeeping
  • Microsoft office
  • Payment processing
  • Computer proficiency
  • Billing and invoicing
  • Relationship building

Additional Information

Bilingual – Spanish

Timeline

Receptionist / Billing Manager

Kathryn Isbell CPA, PC
02.2019 - 05.2025

Dog Trainer

Patriot PAWS
11.2015 - 03.2019

Private Housekeeper

Self-employeed
02.2012 - 09.2015

High School Diploma -

Brownwood High School