Professional Summary
Overview
Work History
Education
Skills
Languages
Timeline

Barry Fera

Self Employed Services
Sault Ste. Marie,ON
1
Language
44
years of professional experience

Experienced tax preparer with strong income tax preparation, tax law compliance, and client service skills. Known for accurate return preparation, clear communication, and resolving tax issues with professionalism.

Work History

Tax Preparer & Advisor

36 Years 7 Months
Self Employed Services | 03.1990 - Current
  • Prepared individual and self-employed tax returns with accurate data entry and compliance review.
  • Reviewed source documents to identify deductions, credits, and filing needs.
  • Interpreted current tax codes to support correct return preparation and reporting.
  • Communicated with clients to gather missing documents and resolve tax issues.
  • Provided exceptional customer service during peak tax season by calmly addressing client concerns promptly and professionally.
  • Enhanced client satisfaction through accurate and timely tax services.
  • Assessed client tax situations to determine best filing options.
  • Cultivated strong client relationships through clear communication and regular updates on tax filing status.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Guided clients on tax planning strategies to maximize future savings.
  • Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Managed tax cases involving various client types, including small business owners and self-employed individuals. involving small business owners, self-employed individuals, and those with rental properties.
  • Offered clients recommendations to reduce tax liabilities.
  • Responded to inquiries from CRA, CPP & OAS.

Level 1 Helpdesk Agent

4 Years 9 Months
Algoma District School Board | 09.2007 - 06.2012
  • Resolved first-level hardware, software, and network issues for staff across school sites
  • Supported password resets, account access, and user onboarding for education technology systems
  • Troubleshot printers, desktops, laptops, and classroom devices to maintain daily operations
  • Managed helpdesk tickets, documented resolutions, and escalated complex incidents to ensure timely support
  • Guided staff through remote support steps and provided clear technical instructions for efficient issue resolution
  • Supported remote users via phone or remote desktop applications, resolving issues effectively from a distance.
  • Installed, configured and maintained computer systems and network connections.

Hardware/IT Software Support Technician

29 Years 9 Months
Algoma District School Board | 09.1982 - 06.2012
  • Configured desktops, laptops, printers, and peripherals to support instructional and administrative operations.
  • Resolved hardware, software, and network issues for staff and students, restoring classroom technology quickly.
  • Managed user accounts, passwords, and access permissions across school systems and applications.
  • Tracked support requests, documented resolutions, and maintained accurate service records for recurring issues.
  • Trained staff on device use, login procedures, and basic troubleshooting for common technology problems.
  • Used ticketing systems to manage and process support actions and requests.
  • Configured hardware, devices, and software to set up workstations for employees.

Education

Bachelor of Arts - Accounting And Finance

University of Windsor | Windsor, ON | 05-1975

Honours Business Administration Degree (4 year)

Skills

Income tax preparation
Tax return preparation
Tax compliance
Dispute resolution
Estate tax returns
Tax preparer
Client communication
Verbal communication
Individual tax preparation
Tax return filing
Tax compliance
Network troubleshooting
Financial reporting
Tax dispute management
Estate tax filing
Certified tax preparer

Languages

English
Full Professional

Timeline

Level 1 Helpdesk Agent

Algoma District School Board
09.2007 - 06.2012Read More

Tax Preparer & Advisor

Self Employed Services
03.1990 - CurrentRead More

Hardware/IT Software Support Technician

Algoma District School Board
09.1982 - 06.2012Read More

University of Windsor

Bachelor of Arts from Accounting And Finance
Read More
Barry Fera