Mayra Estrada
Littlerock,CA
Summary
Dynamic legal assistant & Income tax preparation with a proven track record in managing case files and enhancing client satisfaction through effective communication. Skilled in legal document preparation and meticulous proofreading, I successfully reduced errors in court filings. Experienced in tax preparation and filling, I provide personalized advice while ensuring compliance with regulations.
Overview
12
12
years of professional experience
Work History
Legal Assistant
Self-employeed
Palmdale, CA
01.2014 - Current
- Managed case files, ensuring organization and compliance with legal standards.
- Conducted legal research to support case preparation and documentation.
- Drafted legal documents, including briefs, contracts, and affidavits.
- Coordinated communication between clients and legal professionals effectively.
- Increased client satisfaction by efficiently managing case files and promptly addressing inquiries.
- Delivered exceptional service to clients by assisting them with routine needs like obtaining copies of pertinent records or directing them to appropriate resources when needed.
- Reduced errors in court filings by meticulously proofreading documents for accuracy before submission.
- Enhanced office productivity by implementing efficient document management systems for easy retrieval and storage.
Federal and State Income Tax Preparer
Self-employeed
Palmdale, CA
12.2013 - Current
- Prepared and filed individual income tax returns using tax preparation software.
- Analyzed client financial documents to ensure compliance with federal and state regulations.
- Provided personalized tax advice to clients based on their unique financial situations.
- Reviewed and verified accuracy of completed tax returns before submission.
- Stayed updated on changing tax laws to provide accurate guidance and maintain compliance.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
- Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
- Demonstrated attention to detail while preparing complex tax returns for individuals, partnerships, corporations, and trusts.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Prepared complex federal and state tax returns for individual and business clients.
Education
Ctec - Income Tax Preparer
Liberty Income Tax School
Santa Clarita, CA12.2013
Skills
- Fast learner
- Scheduling/Planning
- Microsoft office
- File organization
- Calendar management
- Legal document preparation
- Client communication
- Document preparation
- Client relations
- Document filing
- Writing and editing
- Client support
- Proofreading
- Client service and support
- Exceptional telephone etiquette
- Court filing
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Legal Assistant
Self-employeed
01.2014 - Current
Federal and State Income Tax Preparer
Self-employeed
12.2013 - Current
Ctec - Income Tax Preparer
Liberty Income Tax School