Twana Patterson
Summary
Dedicated and detail-oriented bookkeeping professional with an Associate's degree in Accounting and Bachelor's in Business Finance. Proven expertise in managing financial records, performing account reconciliations, and preparing accurate tax returns. Experienced in utilizing accounting software to support efficient financial operations. Certified Notary Public, adding value through the ability to handle important financial documents with integrity and professionalism. I am recognized for strong analytical skills, effective communication, and commitment to maintaining compliance with financial regulations. Seeking to leverage my educational background and diverse experience to contribute to a reputable organizational team. Authorized to work in the US for any employer
Experienced with tax regulations and compliance. Utilizes analytical skills to optimize tax strategies and ensure accurate filings. Knowledge of tax software and regulatory requirements enhances workflow efficiency.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Tax Associate
T's Premier Tax Solution, LLC
2024 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
- Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
Turbo Tax Live Expert
JDA TSG
01.2023 - 04.2023
- Provide superior customer support via video, phone, and chat, helping customers with their tax returns. On one call, you may be navigating software or network connectivity issues; the next could be researching and answering complex tax questions, or you may be preparing returns.
- Create an excellent customer experience using your expertise in tax preparation and technical ability.
- Resolve customer problems in a friendly and timely manner to ensure high customer satisfaction.
- Carefully document all customer interactions.
- Worked flexible hours across night, weekend, and holiday shifts.
- Passionate about learning and committed to continual improvement.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Certified Nursing Assistant
FirstLight HomeCare
02.2021 - 03.2023
- Provided high-quality personal care services such as bathing, grooming, dressing, and feeding to ensure patient dignity.
- Assisted patients with daily living activities for enhanced comfort and wellbeing.
- Checked patient vitals such as temperature, blood pressure, and blood sugar levels.
- Maintained a clean, safe environment by sanitizing surfaces, changing linens, and disposing of waste properly.
- Improved patient care quality by monitoring and recording vital signs, fluid intake, and output.
- Promoted good oral and personal hygiene by aiding patients with shaving, bathing, and teeth brushing.
- Built rapport with patients and families, providing emotional support during difficult times.
- Cared for residents in assisted living facility and delivered high-quality support to meet needs.
Education
Bachelor of Science in Business - Business
University of Phoenix-Online Campus
Charlotte, NC09.2012
Associate of Arts in Accounting - Accounting
University of Phoenix-Online Campus
Charlotte, NC07.2010
Skills
- Accounts Payable
- Accounts Receivable
- Office Management
- Auditing
- Journal Entries
- Payroll
- Tax Experience
- Accounting
- Microsoft Excel
- General Ledger Reconciliation
- QuickBooks
- Bank Reconciliation
Certification
- Accounting Software Specialist
Timeline
Turbo Tax Live Expert
JDA TSG
01.2023 - 04.2023
Certified Nursing Assistant
FirstLight HomeCare
02.2021 - 03.2023
Associate of Arts in Accounting - Accounting
University of Phoenix-Online Campus
Tax Associate
T's Premier Tax Solution, LLC
2024 - Current
Bachelor of Science in Business - Business
University of Phoenix-Online Campus
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