Attentive Tax Preparer helping clients assemble personal and business tax returns. Adept at finding legitimate deductions, sorting through financial records, making preparations for internal and external audits, using tax preparation software and providing well-founded tax guidance. Specialize in understanding clients’ need while providing timely, accurate results.
• Updated comprehension of state and federal tax codes and regulations • Demonstrated proficiency in MS Word and the use of financial software • Extensive mathematical, statistical and accounting knowledge • Current California certification in tax preparation • Profound experience in clerical transcription and related procedures • Fluent in Spanish, German and English • Proven communication skills
November 2013 to Present Cityland Corporation–New Cityland, CA Tax Preparer • Prepared individual, business and corporate income tax forms and attachments. • Reviewed and assembled necessary documentation for IRS audits. • Researched new tax software and made recommendations for software purchases and updates. February 2008 to November 2013 EZ Tax Servicxes–New Cityland, CA Tax Preparer • Prepared personal and business returns, reviewed documentation, searched for deductions. • Contacted IRS on behalf of clients to seek extensions and make payment arrangements, usually for larger payment sums. • Responded to correspondence from state and federal tax agencies regarding client tax returns. • Advised clients on investment strategies and filed necessary paperwork. November 2005 to January 2008 XYZ Tax Preparations–New Cityland, CA Tax Preparer • Assisted clients by making payment arrangements with the IRS and offering general tax guidance concerning payments. • Performed both manual filings and electronic of tax returns, amendments and extensions. • Answered questions from clients about the appropriateness of various possible deductions. • Provided payroll services to local businesses and corporate clients.
2009 University of California, New Cityland, CA Bachelor of Science, Accounting 2005 University of California, New Cityland, CA Associate’s Degree, Accounting