• Certified as an Income tax assistant by participating in IRS training• Prepared both basic and advanced levels of tax return• Interviewed clients to ensure that all information is accurate and the tax return is within scope of the program• Effectively communicated to the clients which refundable and non-refundable credit they qualify• Thoroughly explained to the client the tax return process and answered all questions/doubts they may have• Detailed all their tax return payment options up to but not limited to mailed, direct deposit, and online payment plans

Communicated with clients to establish a proactive relationshipInterviewed clients to determine the appropriate level of tax returnPrepared beginning and intermediate level tax returnsTranslated questions and income tax reports to non-English speaking clientsExplained income tax jargon to clients in a straight forward way

Managed budget for twelve small businessesSupervised employee payroll for four small business and supplied their W-2 formsFormulated financial reports including balance sheets and profit and loss budgetsProcessed all accounts receivables and payableDeveloped income tax returns for individual clients by interpreted their informationPlanned income tax return with the highest possible returnHelped clients apply for Individual Taxpayer Identification Number for family members they supportPrepared business' income tax return forms like 1040s and 1040EZ'sCommunicated with clients on a one to one bases to determine how to improve their tax return