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Skills

  • Filing system management
  • Liabilities mitigation
  • Communication of complex tax laws
  • Financial statements expertise
  • Financial record audit preparation
  • Data entry
  • PPP loan eligibility consulting
  • QuickBooks proficiency
  • Client income statement review
  • Mitigating tax liabilities through amendments

Work Experiences

  • Assisted clients in reducing projected taxes by $18.
  • Assisted in client representation before tax courts, successfully negotiating reduced penalties on back taxes and under-reporting issues.
  • Addressed issues for 7% of client base.
  • Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits.
  • Reviewed available data and compared it to the tax code to determine exemptions, deductions, and potential liabilities.
  • Advised on and filed claims for standard credits, saving corporate clients a collective $6 in 2021.
  • Advocated on behalf of clients during IRS audit requests, reducing potential liabilities by $11 in 2021.
  • Assisted in client representation before tax courts.
  • Prepared a wide range of returns, including those for corporations, fiduciaries, gifts, individuals, and private foundations.
  • Informed clients about available products and services, such as metric and system services, which led to more business opportunities.

Summaries

  • Successful in preparing 7individual tax returns and identifying refund opportunities.
  • Maintains up-to-date knowledge of tax regulations and accounting technology as they change.
  • Motivated Tax Return Preparer with 17 years of experience growing a tax services firm.
  • Tax professional with a strong focus on meeting deadlines who can quickly assess customer needs, develop strategic plans, and complete returns to maximize deductions and minimize liabilities.
  • When it comes to client management, he's a proven leader who knows how to build high-performing teams.
  • Excellent planning, problem-solving, and decision-making skills, as well as familiarity with the most recent tax codes and changes.
  • Enthusiastic Tax Professional experienced in method tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 16 years of industry expertise.
  • Tax Return Preparer is a high-performing Tax Return Preparer who excels at preparing thorough and accurate tax returns.
  • Skilled at generating new business through the development of personalized relationships.
  • Astute Tax Return Preparer has 3 years of experience providing tax services in high-volume, fast-paced environments.

Accomplishments

  • Developed and executed tax savings strategies for small businesses, minimizing tax risks and saving clients an average of $2 annually.
  • Effectively handled complex high-net-worth individual tax returns, optimizing savings on capital gains and estate planning for tax cuts of $8.
  • Collaborated with CPA to design comprehensive tax reduction strategies for real estate owners, helping save $14 in property-related credits.
  • Examined complex financial data for small businesses, identifying 48% reduction in tax liabilities through enhanced filing practices.
  • Advised entrepreneurs on the tax benefits of incorporation, reducing their individual tax burden by $5 annually.
  • Trained 5 staff in use of ServiceNow for tax preparation, reducing processing delays and increasing overall team productivity by 26%.
  • Managed 3-client portfolio during tax filing season while maintaining a 31% client satisfaction rate.
  • Utilized framework to automate tax preparation workflows, which resulted in a portfolio-wide reduction of tax preparation time by 39%.
  • Assisted clients in filing amended returns for prior years, recovering an average refund of $13 per client.
  • Identified investment income tax-saving opportunities through careful review of assets, leading to deductions of $9.

Affiliations

  • American Bar Association, Section on Taxation
  • Association for Tax Technologists (ATT)
  • Association of Finance Professionals (AFP)
  • Member of the Tax Consultants’ Committee in Seattle
  • State Board of Accountancy Arizona
  • National Association of Black Accountants (NABA)
  • National Association of Tax Professionals (NATP)
  • Involvement in State Society of CPAs Chicago
  • Association of Chartered Certified Accountants (ACCA)
  • Membership in National Conference of CPA Practitioners (NCCPAP)

Certifications

  • Microsoft Excel for Tax Professionals Certification
  • Certified International Tax Analyst (CITA) - Beacon Labs
  • Certified Public Accountant
  • Certified Tax and Payroll Accountant - Harbor & Co.
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Sales and Use Tax Certification - Brightline
  • IRS Volunteer Income Tax Assistance (VITA) Certification
  • Chartered Tax Professional (CTP)
  • Tax Court Practitioner (USTCP) - IRS
  • Professional Tax Preparer Certification (PTP) - Beacon Labs

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