TERRY WARE

• Federal and State Tax Audit representation
• Conducted thorough reviews of tax documents to identify discrepancies and ensure precision.
• Educated clients on tax obligations and available credits to enhance financial understanding.
• Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
• Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
• Resolved complex tax issues with thorough research and effective communication.
• Managed high-volume caseloads, prioritizing tasks effectively to meet strict deadlines consistently.
• Communicated with clients regarding tax situations, providing guidance on financial decisions.
• Researched complex tax issues utilizing online resources and professional tax software.
• Responded to inquiries from IRS and other tax authorities.
• Facilitated communication between clients and tax authorities.
• Prepared written responses or tax return amendments to resolve state and federal notices.

Seasonal Tax Preparation in the following locations:

• San Antonio, TX
• Albuquerque, NM
• Sacramento, CA

Prepared individual and small business tax returns using proprietary software to ensure compliance with federal regulations.

• Collaborated with clients to gather necessary documentation, enhancing accuracy of tax filings.
• Assisted clients in understanding tax obligations and potential deductions, fostering positive client relationships.
• Educated clients on changes to tax laws, ensuring they remained informed about relevant updates affecting their filings.
• Mentored junior preparers on best practices for accurate and efficient tax preparation techniques.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
• Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
• Offered clients recommendations to reduce tax liabilities.
• Identified potential audit red flags to minimize risk of IRS audits.
• Offered guidance on state and federal tax regulations to clients, ensuring they understood their obligations and opportunities.
• Maintained up-to-date knowledge of tax regulations and legislation, ensuring compliance in all prepared returns.