Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities.
Detail-oriented Payroll Clerk with 17 years of experience in data entry and record-keeping. Well-versed in tax and payroll laws. Experienced in new hire, termination and benefits orientation process.
Overview
17
17
years of professional experience
Work History
Tax Preparer/ Payroll/Accounting Bookkeeper
Patriot Tax Service, Inc./Bookkeeping Solutions
11.2006 - 05.2023
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Completed and filed returns with tax departments at local, state, and federal levels.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Assessed client tax situations to determine best filing options.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Maintained compliance by adhering to current tax laws and regulations.
Offered clients recommendations to reduce tax liabilities.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Analyzed financial records to verify accuracy of tax returns.
Identified potential audit red flags to minimize risk of IRS audits.
Researched complex tax issues utilizing online resources and professional tax software.
Calculated estimated tax payments for clients.
Utilized tax software to prepare returns and meet deadlines.
Responded to inquiries from IRS and other tax authorities.
Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Researched tax implications for various deductions and credits.
Prepared written responses or tax return amendments to resolve state and federal notices.
Education
High School Diploma -
Danville High School
Danville, KY
05.1981
Skills
Deductions Understanding
Trained in Tax Software
Corrective Actions
Tax-Related Research
Multi-State Tax Filing
Office Equipment Inspection
Data Inputting
Timeline
Tax Preparer/ Payroll/Accounting Bookkeeper
Patriot Tax Service, Inc./Bookkeeping Solutions
11.2006 - 05.2023
High School Diploma -
Danville High School
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