Terri Fisher
Bargersville,IN
Summary
I would be an asset to your Firm as I work well in a team setting or as an individual. I am well organized and work at a good pace. I work well with my clients and have a great retention record.
Overview
7
7
years of professional experience
Work History
Senior Tax Specialist
H & R Block Tax Services
Bargersville, IN
01.2018 - Current
- Assisted in developing strategies to minimize clients' tax liabilities.
- Represented clients during meetings with government representatives regarding taxation issues.
- Prepared complex tax returns for individuals.
- Maintained knowledge of current developments in taxation law.
- Provided guidance on taxation issues to clients.
- Tracked changes in state and federal legislation affecting taxation policies.
- Responded to state and federal tax notices by preparing tax return amendments.
- Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
- Educated clients on the implications of tax laws and their financial decisions.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Prepared and filed federal and state income tax returns for both individuals and small businesses, ensuring accuracy and compliance with current tax laws.
- Implemented electronic filing procedures to streamline tax return processing and reduce errors.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Produced US and state income returns for individuals.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
Education
Associate of Science - Funeral Service
Vincennes University
Vincennes, IN05-1997
Timeline
Senior Tax Specialist
H & R Block Tax Services
01.2018 - Current
Associate of Science - Funeral Service
Vincennes University
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