Juddi Morris Email & Phone Number

Colorado Springs, Colorado, United States

Wheat Ridge, Co

• Written Correspondence: drafting of formal appeal requests, resolution proposals, business letters• Accounting/Bookkeeping: analysis of business/personal financials• Creation of financial, expense and statistical reports• Propose and negotiate appropriate resolutions with the IRS and State Taxing Authorities• Interpret and adhere to procedures and laws set forth by the IRS and each state’s taxing agency(s)• Research and investigate clients’ cases with the taxing authorities to assist the Enrolled Agent to strategically decide the best resolution option for the client. • Manage and organize information and documentation to update the client database with the most current and accurate information.

Greater Denver Area

• Written Correspondence: drafting of formal appeal requests, resolution proposals, business letters• Accounting/Bookkeeping: analysis of business/personal financials• Creation of financial, expense and statistical reports• Propose and negotiate appropriate resolutions with the IRS and State Taxing Authorities• Interpret and adhere to procedures and laws set forth by the IRS and each state’s taxing agency(s)• Research and investigate clients’ cases with the taxing authorities to assist the Enrolled Agent to strategically decide the best resolution option for the client. • Manage and organize information and documentation to update the client database with the most current and accurate information.

Monterey Park, Ca

• Answered and managed incoming and outgoing calls while recording accurate messages. • Compiled daily transaction reports for 30 different branches.• Assessed cash balancing procedures for each branch, while ensuring all credits and debits were accounted.• Investigated any discrepancies in each branch’s daily report to ensure 100% accuracy.• Assisted in processing bank loans, ensuring that all of the information was accurate and verified. • Responsible for inquiring on borrowers’ credit history to ensure they would be able to qualify for their lending. • Responsible for notifying borrowers of any discrepancies of obstacles that may affect their qualification for the loan.

Associate Of Science - As

3.8 Gpa

I maintained an exceptional grade point average while undertaking 42 units per semester. I also managed to participate in joining.