Certified Tax Preparer with 3+ years of experience in preparing individual and small business tax returns. Dedicated to providing accurate and timely tax preparation services while ensuring compliance with federal and state tax laws.
01/2021 - present, Tax Preparer, H&R Block, Houston
- Prepare and file individual and small business tax returns using ProSeries and TaxWise software
- Review and analyze client documents to ensure accurate and complete tax returns
- Provide tax advice and guidance to clients based on their specific financial situations
- Maintain up-to-date knowledge of tax laws and regulations
- Consistently meet or exceed weekly and monthly sales targets
11/2019 - 12/2020, Jackson Hewitt Tax Service, Tax Associate, Houston
- Prepared individual tax returns using ProSeries software
- Reviewed client documents and conducted interviews to gather necessary information
- Ensured accurate calculation of tax liabilities and refunds
- Provided excellent customer service and tax advice to clients
- 05/2019, Associate of Applied Science, Houston Community College, Houston
- Proficient in ProSeries
- Excellent attention to detail
- Effective communication
- Customer service skills
- TaxWise
- TurboTax software
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