Tax and Finance Professional
February 2011 — March 2014
Tax preparation for 1040 Individual Tax. Knowledgeable in all areas of tax and financial planning. Trained staff workers and maintained Payroll, accounts payable and receivable, managed meetings, formed systematic procedures for company growth by duplication. Problem solver, Optimistic, well-Balanced and Organized. Competitive drive, and eager to learn. Assisted taxpayers in Audit Preparations and Tax Court. Handled all correspondence with IRS and FTB entities for Client/Taxpayers. Documented procedures and maintained all company records and files. Collects submitted receipts to scan, copy, and keep organized in a ready-for-use fashion categorized by year. Adaptable in human relations, effective communication by validation and accountability in a method supported by "Straight-Talk" preferred.