Alicia Aponte Email & Phone Number

I am in the Probate/Tax division.

Responsible for preparing and reviewing complicated tax products and for providing expertise in tax laws and regulations. Interact with taxing authorities (state and federal), clients and partners to respond/resolve tax questions and issues.Selected to act as liaison with Latin American clients.Corrected client tax returns resulting in reduced and, often, eliminated previously computed tax liabilities.Dealt effectively with client upsets and concerns leading to improved client satisfaction.Developed and implemented a process to ensure critical information and dates regarding client tax preparation is achieved.

Supervised full time and temporary tax preparation professionals responsible for products/returns including Form 1041, death tax returns Form 706, personal income tax returns Form 1040 and other federal and state tax forms. Managed the post mortem planning for all estate accounts in the State of Florida.Created and implemented procedures which enhanced the tax department operating efficiencies.Selected to handle major large accounts.Assigned to handle the tax work for clients in Bradenton, Sarasota and Naples.