Donna Fraser Email and Phone Number

•Evaluate financial statements to ascertain correct declaration of income and claim of expenses for Income Tax purposes •Regularly identify crucial Income Tax claims clients completely overlook•Determine client’s refund before issuing a cheque or money order•Interpret documents from Canada Revenue Agency for taxpayers•Write to Canada Revenue Agency responding to requests while explaining claims and deductions made by taxpayers•Direct the interview process to capture all possible claims a taxpayer could make•Use my proficiency in the English language to edit all outgoing correspondence•Guide all staff members through company policies and procedures, updates and technical issues•Fax and email to reply to requests, and to request information•Organize a system to accommodate the scanning and accurate filing of hundreds of files•Streamline our client queue and appointments to better control the flow of clients•Solve client issues while dissipating any frustration•Balance end of day accounts, compile reports for Bookkeeping Department and prepare deposit slip for banking