Tina Burkett
Valley Center
Summary
Results-driven Tax Accountant with over 9 years of experience in preparing and filing individual tax returns. Adept in tax compliance and planning, with a proven track record of resolving IRS disputes and increasing client retention through exceptional service.
Overview
2027
2027
years of professional experience
Work History
Tax Accountant
Wealth Compass Tax & Accounting
Escondido, CA
2017 - Current
- Prepared and filed 450+ individual tax returns annually, for 9 years using LaCerte tax software.
- Conducted research to ensure compliance with tax laws & regulations to better advise clients.
- Conducted thorough reviews of financial statements to identify discrepancies and ensure accuracy in reporting.
- Educate clients and prepare installment agreements payment plans.
- Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
- Amend individual tax returns providing clients with detailed explanations of the changes.
- Conducted thorough audits of financial records to identify and correct discrepancies before tax filing deadlines.
- Increased client retention rates by providing exceptional service, including timely updates and clear explanations of tax filings.
- Prepared working papers, reports and supporting documentation for audit findings.
- Assisted clients in tax planning strategies to optimize deductions and minimize liabilities.
Owner/Operator
Cactus Cowboy Restaurant
Hatch, UT
2007 - 2017
- Managed daily operations ensuring high-quality service and customer satisfaction.
Full Charge Bookkeeper
JCOR Communications
Carlsbad, CA
2000 - 2007
- Managed full-cycle bookkeeping including accounts payable, accounts receivable, and payroll processing.
- Reconciled bank statements and maintained accurate financial records using QuickBooks software.
- Compiled & analyzed monthly & quarterly financial statements ensuring compliance with GAAP standards.
Education
Bachelor of Science -
Washington State University
Pullman, WA1993
Skills
- Federal and state tax returns
- Income tax compliance expertise
- Bookkeeping expertise
- Proficient in La Certe & Microsoft office
- Auditing assistance
- Tax credits and deductions
- Accounting and reporting research
- Tax planning strategies
Timeline
Tax Accountant
Wealth Compass Tax & Accounting
2017 - Current
Owner/Operator
Cactus Cowboy Restaurant
2007 - 2017
Full Charge Bookkeeper
JCOR Communications
2000 - 2007
Bachelor of Science -
Washington State University
Licenses
Enrolled Agent #00138353-EA
Notary Public Commission #2390739
American Institute of Professional Bookkeepers #002224648