Summary
Experienced tax preparer skilled in preparing individual and business tax returns, advising clients on tax planning, and ensuring compliance with IRS regulations. Strong background in accounting and financial analysis, with a focus on accuracy and client satisfaction.
Experience
- Prepared over 300 individual and 60 business tax returns per year, maintaining a 99% accuracy rate.
- Advised clients on tax planning strategies, resulting in an average tax savings of $2,500 per client.
- Reviewed quarterly tax projections for 40+ small businesses, reducing estimated tax penalties by 20%.
- Ensured compliance with IRS regulations and company policies for all returns filed.
- Conducted client interviews to assess tax needs and provided clear explanations of tax law changes.
- Assisted in preparing 150+ tax returns per season, focusing on accuracy and timely filing.
- Entered financial data and made adjusting journal entries in QuickBooks, improving workflow efficiency by 10%.
Education
Courses
- Certified Public Accountant (CPA), Texas State Board of Public Accountancy