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.