Dustin E Kassab

• Prepared complex tax returns for diverse clientele, ensuring compliance with regulations.
• Collaborated with clients to gather necessary documentation for tax filings.
• Assisted in the development of tax planning strategies for corporate clients.
• Supervised, trained and mentored associates and interns on tax projects and assessed staff for performance reviews.
• Analyzed changes in tax legislation and communicated impacts to clients effectively.
• Managed client relationships to ensure timely communication and satisfaction with services.
• Developed training materials for staff on new tax software and tools used in practice.
• Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
• Researched wide range of tax issues related to business transactions for variety of entities and affiliates.
• Responded to tax authorities and IRS notifications to discuss tax matters.
• Discussed tax projections and related estimated payments with clients.
• Provided guidance to clients regarding estimated taxes, filing requirements, payment options.

• Prepared state and local tax returns for individuals, businesses, trusts, estates, non-profit organizations, and partnerships.
• Conducted research on tax regulations and compliance requirements.
• Implementing process improvements using technology service lines, and delegating applicable work appropriately to global service teams.
• Responded to state and federal tax notices by preparing written responses or tax return amendments.
• Finalized and processed paperwork with local, state and federal government authorities.
• Corrected previously filed tax returns to amend errors or claim additional deductions and credits.
• Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
• Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
• Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.

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• Company Overview: Volunteer Income Tax Assistance provides free tax help to people who generally make $60,000 or less, persons with disabilities, and limited English-speaking taxpayers.
• Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion.
• Consults tax law reference materials to determine procedures for preparation of a typical returns.
• Answers questions and provide future tax planning to clients.
• Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
• Prepares and maintain accounting records, files, transactions, and other required documentation including generating, interpreting, and analyzing reports relating to cash deposits and various financial transactions.
• Collected and analyzed data to detect duplicate effort, fraud, or non-compliance with laws and regulations.
• Volunteer Income Tax Assistance provides free tax help to people who generally make $60,000 or less, persons with disabilities, and limited English-speaking taxpayers.