Results-oriented Income Tax Preparer with extensive experience in federal and state tax returns. Proven ability to optimize tax benefits through thorough analysis and client education.
Overview
33
33
years of professional experience
Work History
Income Tax Preparer / Consultant
A B Income Tax Services
Whittier
01.1999 - Current
Prepared and filed individual income tax returns, ensuring compliance with federal and state regulations.
Analyzed client financial information to identify potential deductions and credits, optimizing tax benefits.
Reviewed client documents for accuracy, minimizing errors and enhancing overall service quality.
Educated clients on tax implications of financial decisions, fostering informed choices and trust.
Managed office for Jackson Hewitt with a staff of 11
Tax educator for Jackson Hewitt for 3 years
General Manager
American Photoengraving
La Habra
01.1993 - Current
Directed operations to enhance production efficiency and reduce costs.
Implemented strategic initiatives to improve customer satisfaction and retention rates.
Oversaw budget management, ensuring alignment with organizational financial goals.
Developed and executed training programs for staff, enhancing team performance and productivity.
Gathered customer's orders to process for their requested photoengraving request
Able to work with artwork using Adobe Illustrator to process or work with Customer's orders.
Communicate with customers regarding their order in proving an estimate of price and estimated time of delivery