Tatiana Draguta
Perrysburg,OH
Summary
Dynamic Tax Preparer Specialist with extensive experience at JDA TSG, adept at maximizing client refunds through strategic tax planning and meticulous attention to detail. Proven ability to communicate complex tax regulations clearly, ensuring compliance and enhancing client satisfaction. Strong teamwork and critical thinking skills drive successful outcomes in fast-paced environments.
Overview
5
5
years of professional experience
Work History
Tax Preparer Specialist
JDA TSG
Perrysburg, Ohio
01.2024 - 04.2025
- Prepared individual and business tax returns using specialized software.
- Assisted clients in understanding tax obligations and filing processes.
- Collaborated with team members to ensure compliance with tax regulations.
- Maintained up-to-date knowledge of tax laws and changes affecting clients.
- Communicated effectively with clients regarding tax strategies and recommendations.
- Prepared amended returns for prior years when necessary.
- Provided advice on tax implications of various business decisions.
- Assisted in resolving client inquiries concerning taxes owed or refunds due.
- Prepared federal and state income tax returns for individuals, ensuring compliance with all applicable laws.
- Identified potential deductions to maximize client refunds or reduce liability amounts.
- Reviewed client financial documents for accuracy and completeness.
Tax Preparer
Intuit
Perrysburg, Ohio
01.2022 - 04.2023
- Reviewed client documents for accuracy and completeness before filing.
- Collaborated with team members to streamline tax preparation processes.
- Educated clients on tax changes and implications for future planning.
- Maintained confidentiality of sensitive client information during processing.
- Provided exceptional customer service to enhance client satisfaction and retention.
Tax Specialist
H&R Block
Perrysburg, Ohio
11.2019 - 04.2023
- Prepared individual tax returns for clients using specialized software.
- Analyzed client financial documents to ensure compliance with tax regulations.
- Communicated tax law changes to clients, providing clear explanations and guidance.
- Reviewed and finalized tax filings, ensuring accuracy before submission.
- Assisted clients in understanding deductions and credits applicable to their situations.
- Collaborated with team members to streamline tax preparation processes and workflows.
Education
GED -
Ohio Department of Education
Columbus, OH06-2020
Bachelors of Science - Cadastre and Landscape Planning
Technical University of Moldova
Chisinau, Moldova06.2016
College degree - Land Management
Construction College from Chisinau
Chisinau, Moldova06.2012
Skills
- Good time management
- Attention to detail
- Discretion
- Written and spoken communication skills
- Teamwork
- Tax preparation
- Team collaboration
- Customer service
- Effective communication
- Confidentiality assurance
- Tax planning strategies
- Critical thinking capacity
- Tax research capabilities
- Income tax preparation
- IRS regulations
- Virtual tax interviews
Languages
- English, Fluent
- Romanian, Native
- Russian, Fluent
Timeline
Tax Preparer Specialist
JDA TSG
01.2024 - 04.2025
Tax Preparer
Intuit
01.2022 - 04.2023
Tax Specialist
H&R Block
11.2019 - 04.2023
GED -
Ohio Department of Education
Bachelors of Science - Cadastre and Landscape Planning
Technical University of Moldova
College degree - Land Management
Construction College from Chisinau