John Hancock Email & Phone Number

With an extensive background as a Senior Tax Accountant and Enrolled Agent, my career is marked by a commitment to meticulousness and client satisfaction. At the heart of my practice lies a deep understanding of tax regulations, which ensures compliance and optimizes savings for individuals and businesses alike. I've learned to leverage tools like QuickBooks Online and stay abreast of the latest industry changes, a testament to my dedication to excellence.At MidAtlantic CAPs, I’ve quickly become known as the team member who can solve client’s bookkeeping issues, including cleaning up their QuickBooks accounts. This adds to my already established reputation for delivering excellent customer service. The transition from Tax Associate to Full-Service Tax Expert was a testament to my ability to handle complex tax scenarios involving sole-proprietorships and rental properties. My proficiency with Intuit Expert Portal, various TurboTax platforms, and Salesforce has been critical in providing top-notch support. I garnered positive reviews and met all performance benchmarks, culminating in a full seasonal bonus. This dedication to ongoing professional development reflects my overarching goal to empower taxpayers with knowledge and confidence in their financial decisions.My tenure as Treasurer at American Freedom Alliance honed my financial oversight skills, ensuring the organization's fiscal health through meticulous budgeting and tax-related diligence. The successful re-establishment of our Tax-Exempt status with the IRS stands as a testament to my expertise in compliance and financial reporting. My role demanded a keen attention to detail, which seamlessly translated into my parallel career as an Income Tax Advisor, where I've provided clients with tailored tax-saving strategies and compliance solutions.As the owner of a tax services firm, fostering enduring client relationships has been pivotal. I've created a culture of trust and reliability, where personalized tax advice is the norm. My fluency in Spanish broadens our client base and enriches client interactions, facilitating clear communication and tailored financial guidance. The integration of social networking strategies has further solidified our firm's standing as a trusted partner in tax preparation and financial management.My ability to navigate complex tax laws and implement efficient bookkeeping systems, such as QuickBooks, reflects my commitment to operational excellence and exceptional service. These practices empower clients and the organization to maintain robust financial practices.

Listed skills include Social Media, Customer Service, Social Networking, Editing, and 13 others.

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  California State University-Fullerton

  International Business