Julia Collazo Email & Phone Number

• Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.• Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.• Interview clients to obtain additional information on taxable income and deductible expenses and allowances.• Review financial… Show more • Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.• Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.• Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.• Interview clients to obtain additional information on taxable income and deductible expenses and allowances.• Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.• Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.• Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.• Calculate form preparation fees according to return complexity and processing time required.• Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures. Show less

Sales, customer service, follow ups, update client profile, assist client with claims, help mortgage brokers, etc..

• received and count working cash at beginning of shift• identify customers, validate and cash checks• accept cash and checks for deposit and check accuracy of deposit slip process cash withdrawals• perform specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks• perform services for customers such as ordering bank cards and checks receive and verify loan payments, mortgage payments• record all transactions… Show more • received and count working cash at beginning of shift• identify customers, validate and cash checks• accept cash and checks for deposit and check accuracy of deposit slip process cash withdrawals• perform specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks• perform services for customers such as ordering bank cards and checks receive and verify loan payments, mortgage payments• record all transactions promptly, accurately and in compliance with bank procedure• balance currency, cash and checks in cash drawer at end of each shift• answer inquiries regarding checking and savings accounts and other bank related products• attempt to resolve issues and problems with customer's accounts• initiate and to open new accounts• explain, advise on and promote bank products and services to customers Show less

Medical Assistant, Medical/Clinical Assistant

Criminal Justice/Police Science