Tammy Pike
Lumberport
Summary
Detail-oriented tax preparer with expertise in tax compliance and deductions identification. Proficient in H&R Block software, ensuring accurate and timely filing for clients.
Overview
2
2
years of professional experience
Work History
Tax Preparer
H&R Block
Clarksburg
01.2023 - 04.2025
- Prepared client tax returns using H&R Block software and tools.
- Reviewed financial documents for accuracy and completeness before filing.
- Assisted clients in understanding tax laws and deductions applicable to them.
- Conducted interviews to gather necessary information for tax preparation.
- Maintained up-to-date knowledge of tax regulations and changes each season.
- Collaborated with team members to streamline the tax preparation process.
- Educated clients on electronic filing options and benefits during consultations.
- Ensured compliance with federal and state tax requirements throughout the process.
- Filed electronically through approved software programs.
- Maintained accurate records of all client transactions and filings.
- Assisted customers with any questions they had about their taxes or filing status.
- Compiled data from clients to accurately complete tax forms.
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Identified potential deductions to minimize clients' tax liabilities.
- Finalized and processed paperwork with local, state and federal government authorities.
- Ensured that all applicable deadlines were met when submitting documents.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
Education
Bachelor of Arts - Education
Fairmont State University
Fairmont, WV05-1991
Skills
- Tax preparation
- Tax compliance
- H&R Block software
- Deductions identification
- Client relationship management
- Attention to detail
- Electronic filing
Timeline
Tax Preparer
H&R Block
01.2023 - 04.2025
Bachelor of Arts - Education
Fairmont State University
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