Veronica Helms

• Supervised multiple tax preparation offices to ensure compliance with regulations.
• Trained and developed staff in customer service and tax preparation processes.
• Implemented operational strategies to enhance office efficiency and client satisfaction.

Prepared tax returns based on the information provided by client. Electronically submitted to the Internal revenue service and the State of Michigan. Prepared city returns if applicable.

Answered the phones scheduled and rescheduled appointments.

• Prepared individual and business tax returns using HR Block software.
• Reviewed client financial documents for accuracy and completeness.
• Explained tax laws and deductions to clients clearly and effectively.
• Assisted clients with tax planning strategies for future benefits.
• Collaborated with team members to resolve complex tax issues efficiently.
• Mentored junior staff on tax preparation techniques and best practices.
• Maintained up-to-date knowledge of changing tax regulations and compliance requirements.
• Provided exceptional customer service, ensuring client satisfaction 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.