Summary
Overview
Work History
Education
Skills
Timeline
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Yasmin Lozada

Wichita Falls,TX

Summary

Dynamic tax preparer with a proven track record at Alpha Pro Tax Prep, adept at reducing client tax liabilities through strategic planning and exceptional communication. Skilled in financial statement review and relationship building, I excel in delivering outstanding customer service while maintaining meticulous records and resolving discrepancies efficiently. Personable and analytical professional, well-suited for roles requiring strong attention to detail and excellent communication skills. Possesses foundational understanding in tax regulations and accounting principles, coupled with proficiency in financial software and data entry. Prepared to streamline tax preparation processes and ensure compliance, enhancing client satisfaction and accuracy.

Overview

1
1
year of professional experience

Work History

Tax Preparer

Alpha Pro Tax Prep
11.2024 - 05.2025
  • Offered clients recommendations to reduce tax liabilities.
  • Educated clients on tax planning strategies, helping them save money in future years.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.

Waitress

Texas Roadhouse
10.2024 - 05.2025
  • Maintained clean and welcoming dining environment, ensuring a positive guest experience.
  • Demonstrated adaptability by quickly learning new menu items and incorporating them into knowledgeable recommendations for guests.
  • Enhanced customer satisfaction by providing attentive service and promptly addressing any concerns.

Education

High School Diploma -

WIchita Falls High School
Wichita Falls, TX
05-2022

Skills

  • Financial statements
  • Verbal/written communication
  • Organization skills
  • Legal research
  • Document preparation
  • Financial statement review
  • Relationship building

Timeline

Tax Preparer

Alpha Pro Tax Prep
11.2024 - 05.2025

Waitress

Texas Roadhouse
10.2024 - 05.2025

High School Diploma -

WIchita Falls High School