Krishna Patel Email & Phone Number

Fort Lawn, Sc

- Anticipating the effect of tax laws and advising accordingly to plan for the future. - Providing tax planning strategies, based on current and projected income.- Reconciling of income and expenses monthly, in creation of financial statements.- Identifying and sharing potential tax deductions, maximizing client profit.- Preparing income tax returns and mitigating underpayment penalties

- Exceeded expectations in role, ranking in the 89th percentile of all tax experts in TurboTax domain.- Leveraged resources, such as government websites and professional sources, in order to find the best customer solutions.- Prepared personal income tax returns for a variety of clients, including sole proprietors and investors. - Collaborated with teammates to solve complex tax questions.

- Guided TurboTax customers with product and software inquires, regarding their personal tax situations. - Troubleshooted and resolved customer inquiries, on a case-by-case basis.- Analyzed tax calculations in anticipation of client inquiries, leveraged documentation on new regulations, resulting in maximized returns.

- Interacted with customers utilizing strong written and verbal skills as well as deep customer empathy- Applied defined practices, procedures and company policies to troubleshoot, resolve issues and address routine Tax Support customer questions- Assisted customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations