Bradley Hall work email
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Bradley Hall personal email
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As an accomplished personal finance expert and thought leader, I bring over nine years of experience to the table, along with my dual expertise as a banker and tax expert. My passion for empowering individuals and businesses to attain their financial objectives drives my commitment to delivering tailored financial solutions.Throughout my career, I have successfully catered to a diverse clientele, including small business owners and high net worth individuals. My proficiency extends across tax planning, investment strategy, and debt management, enabling me to address clients' unique needs and goals holistically.In my current capacity as a banker, I manage a diverse portfolio of commercial and consumer accounts. I excel in providing insightful financial advice, guiding clients, and devising strategic plans that propel their growth and success. My robust analytical skills and keen attention to detail ensure that my financial assessments and recommendations are both precise and reliable.As an enrolled agent, I possess the distinctive qualification of representing clients before the IRS, offering comprehensive tax planning and preparation services for individuals and businesses. My in-depth knowledge of the tax code allows me to uncover valuable tax-saving opportunities for my clients.Beyond my professional roles, I actively stay abreast of the latest industry developments and trends. My dedication to continuous learning and professional growth guarantees that my clients receive the highest caliber of service. Sharing my knowledge and fostering financial literacy is a personal passion, which I pursue through various channels, such as speaking engagements and educational initiatives.Thank you for visiting my LinkedIn page. I look forward to connecting with you and exploring how my expertise can help you achieve your financial aspirations.
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Full Service Tax ExpertIntuitBryson City, Nc, Us
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Finance Committee MemberIndustrial Workers Of The World (Iww) Jan 2024 - PresentAs a member of the Finance Committee for the Industrial Workers of the World (IWW), my role involves:- Working with the rest of the committee to set the budget for the organization and its various committees. - Working collaboratively with other committee members to assess financial needs, review proposals, and allocate resources accordingly. - Help ensure that the organization operates efficiently and effectively, while also upholding its values and principles. In this 12-month elected position, my attention to detail, financial expertise, and commitment to the IWW's mission will be invaluable as I work to secure the organization's financial future. This experience will allow me to grow stronger and polish the finance skills I am currently lacking in. -
Full Service Tax ExpertIntuit Dec 2020 - PresentMountain View, California, Us- Prepared accurate income tax returns by conducting comprehensive financial data reviews, ensuring compliance with tax regulations and minimizing client liabilities.- Applied advanced knowledge of tax laws to provide valuable insights on tax planning and strategies, optimizing clients' financial outcomes.- Upheld strict confidentiality and security protocols for sensitive client data, adhering to data privacy regulations.- Identified and addressed potential tax issues proactively, developing customized tax solutions in line with clients' financial goals.- Collected required information through detailed client interviews, offering exceptional support throughout the tax process.- Communicated complex tax concepts clearly and effectively, strengthening client relationships through personalized attention and exceptional service.- Passed the Special Enrollment Exam to become an Enrolled Agent, actively pursuing professional development opportunities and staying updated on tax law changes.- Managed multiple client accounts, ensuring timely and accurate tax return filings.
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Freelance WriterFreelancer Aug 2001 - Present- Freelance writer, editor, proofreader, and translator with over two decades of experience, providing a range of services to clients since 2001.- Edited and translated books, including German to English translations, showcasing versatility and language proficiency.- Published articles in various prestigious magazines, such as Linux Journal, 2600, and Military Heritage, demonstrating expertise in technology, security, and history.- Authored daily LinkedIn posts to engage with a professional audience and build a strong personal brand.- Translated and edited multiple books, showcasing strong attention to detail and ability to work on diverse projects.- Currently working on a book about the ship featured in the Military Heritage article, showcasing dedication to research and long-term projects.- Ghostwritten articles for finance blogs, highlighting adaptability and the ability to create content in different niches.- Committed to professional growth, staying current with industry trends and continuously honing writing, editing, and translation skills.- Collaborated with clients from various industries, adapting writing style and tone to meet their unique requirements and goals.
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Field OrganizerBlue Wave America Jul 2024 - Nov 2024- Coordinated and participated in direct voters contact programs to persuade and mobilize voters in Western North Carolina using phone banking, door-knocking, and text banking methods.- As part of a team, we spoke to 180,000 across North Carolina in a period of less than four months.- Built strong relationships with volunteers, hosted events, and answered questions from would-be voters about why their voice matters.- Traveled across North Carolina to knock doors of local residents across the Western third of the state.
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Tax Professional (Audit Representation)Taxaudit May 2023 - Mar 2024Folsom, Ca, UsIn my role as a Tax Professional specializing in Audit Representation at TaxAudit, I am privileged to serve as a trusted advisor and advocate for clients during the daunting process of a tax audit. Here's a snapshot of what I do:Defending Clients: I take pride in representing and defending our clients during audits by tax authorities, navigating the complexities of their filed returns.Tailored Consultation: Each client's situation is unique. I invest time in understanding their financial position, business operations, and tax situation to provide tailored advice and prepare for potential audits.Tax Laws and Regulations: I thrive in researching and interpreting complex tax laws and regulations. This knowledge equips me to communicate effectively with both clients and tax authorities, and to challenge audit findings when necessary.Negotiation and Dispute Resolution: When tax disputes arise, I work tirelessly to resolve them on behalf of my clients. Whether that means negotiating with tax authorities, appealing decisions, or setting up payment plans, I’m committed to finding solutions.Education and Confidentiality: My role extends beyond audits. I guide clients on preventative measures to avoid future tax issues and maintain the highest level of confidentiality to protect their information.Continual Learning: Staying current in the ever-evolving landscape of tax law is crucial to my work. By attending tax seminars and completing continuing education courses, I ensure I'm always ready to provide top-notch service to our clients.I believe in the value of relationships and the importance of trust. As your Tax Professional, I'm here to navigate the complexities of tax audits, ensuring you can focus on what you do best. -
Personal BankerFifth Third Bank May 2020 - Apr 2023Cincinnati, Ohio, Us- Provided exceptional customer service by assisting clients with account opening, loan applications, and enrolling in new services, resulting in high satisfaction and retention rates.- Employed consultative selling to identify clients' financial goals, recommend innovative solutions, and create tailored financial plans to achieve their objectives.- Conducted in-depth financial reviews to identify cross-selling and upselling opportunities for products and services aligned with clients' needs.- Kept current with the bank's offerings to provide value-added recommendations and maintained a strong focus on risk management and compliance.- Averted a potential one million dollar loss by detecting a fraudulent scheme, using investigative and analytical skills to report findings to appropriate departments.- Demonstrated strong organizational and time management skills, managing multiple client accounts and ensuring accurate and timely transaction processing.- Collaborated with cross-functional teams to deliver seamless customer experiences and consistently met or exceeded sales targets, earning top performer recognition.- Built lasting client relationships through trust and loyalty, and actively participated in training and development programs to enhance professional skills. -
Personal Banker (Safe) IWells Fargo Jul 2016 - Jul 2019San Francisco, California, Us- Wells@Work and Small Business Advocate- Provided exceptional customer service by assisting clients with account opening, loan applications, and enrolling in new services, resulting in high satisfaction and retention rates.- Employed consultative selling to identify clients' financial goals, recommend innovative solutions, and create tailored financial plans to achieve their objectives.- Conducted in-depth financial reviews to identify cross-selling and upselling opportunities for products and services aligned with clients' needs.- Kept current with the bank's offerings to provide value-added recommendations and maintained a strong focus on risk management and compliance.- Demonstrated strong organizational and time management skills, managing multiple client accounts and ensuring accurate and timely transaction processing.- Collaborated with cross-functional teams to deliver seamless customer experiences and consistently met or exceeded sales targets, earning top performer recognition.- Built lasting client relationships through trust and loyalty, and actively participated in training and development programs to enhance professional skills. -
Substitute TeacherKelly Educational Staffing 2006 - Jun 2016- Served as a substitute teacher for a decade, seamlessly continuing student education by following plans left by the class teacher and reinforcing core concepts.- Earned a reputation for excellence, with teachers repeatedly requesting my services based on trusted performance and positive referrals.- Fostered strong relationships with students, teachers, and faculty, contributing to an optimal learning environment.- Maintained classroom routines and consistent schedules to support student success and minimize disruptions.- Assumed teaching duties for English and Social Studies classes at a juvenile detention center for three months, managing classroom assignments, addressing student needs, and maintaining accurate records.
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Tax Advisor 2H&R Block Dec 2013 - May 2016Kansas City, Mo, Us- Attained tax professional level of Tax Advisor 2 and specialized in military and small business tax returns.- Provided information about available products and services, including audit and small business services to clients.- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.- Completed and filed returns with tax departments at local, state and federal levels.- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions. -
Office ManagerH&R Block Dec 2014 - May 2015Kansas City, Mo, Us- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.- Documented office performance and potential in daily and weekly reports to the district manager.- Maintained complete records of client tax returns and supporting documentation in secured areas.
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ChairmanFlorida Pirate Party May 2012 - May 2015Us- Criticized and commented on political issues in public media forums to highlight policies and sway opinion.- Evaluated and interpreted current political issues, policies and legislation for copyright, patent, and trademark reform and personal privacy issues.- Advanced organization's legislative and political agenda through advocacy initiatives.- Drafted articles, letters, reports and technical documents on policy and public affairs issues for publication.- Identified, researched and tracked legislative issues relevant to current public issues.- Monitored social media and online sources for industry trends. -
AdministratorUnited States Pirate Party 2009 - 2011Us- Criticized and commented on political issues in public media forums to highlight policies and sway opinion.- Evaluated and interpreted current political issues, policies and legislation for copyright, patent, and trademark reform and personal privacy issues.- Advanced organization's legislative and political agenda through advocacy initiatives.- Drafted articles, letters, reports and technical documents on policy and public affairs issues for publication.- Identified, researched and tracked legislative issues relevant to current public issues.- Monitored social media and online sources for industry trends.
Bradley Hall Skills
Bradley Hall Education Details
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Western Carolina UniversityAccounting And Finance -
University Of North FloridaPsychology
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Florida State College At JacksonvillePsychology
Frequently Asked Questions about Bradley Hall
What company does Bradley Hall work for?
Bradley Hall works for Intuit
What is Bradley Hall's role at the current company?
Bradley Hall's current role is Full Service Tax Expert.
What is Bradley Hall's email address?
Bradley Hall's email address is br****@****rgo.com
What schools did Bradley Hall attend?
Bradley Hall attended Western Carolina University, University Of North Florida, Florida State College At Jacksonville.
What are some of Bradley Hall's interests?
Bradley Hall has interest in Technology, Politics, Things, Books, Games, Music.
What skills is Bradley Hall known for?
Bradley Hall has skills like Teaching, Public Policy, Research, Copy Editing, Proofreading, Social Media, Books, Public Speaking, Nonprofits, Social Networking, Political Philosophy, Speech Writing.
Who are Bradley Hall's colleagues?
Bradley Hall's colleagues are Farzaneh Khoshnevisan, Michael Mendoza, Indal Yadav, Greg Friedman, Deborah Ernst, Mohammed Salman, Jasien Swords.
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