Matthew Pacwa Email & Phone Number

Redwood City, California, United States

• Conducted face-to-face and phone tax interviews, catering to diverse client needs.
• Prepared complete and precise federal and state tax returns in BlockWorks, managing confidential data with utmost responsibility.
• Filed tax documents with local, state, and federal agencies, ensuring adherence to regulatory requirements.
• Assisted clients with tax queries, scheduled appointments, and facilitated connections with other team members.
• Proactively reached out to former customers, enhancing client retention, and informed clients about additional products and services offered by H&R Block.
• Demonstrated excellent communication skills in handling client interactions and promoting additional products and services, contributing to overall client satisfaction.

San Mateo, California, United States

• Removed security systems from products, ensuring each item met sellable conditions.
• Assisted with urgent orders, including locating necessary items in the queue.
• Verified the completeness of web orders and ensured their placement into the appropriate cart for seamless processing.

San Francisco Bay Area

• Worked directly with clients, ensuring the completion of accurate tax returns by verifying the availability of all necessary documents and identification.
• Assisted in determining eligibility for tax credits and deductions by meticulously reviewing supporting documents.
• Proactively triaged issues and concerns related to client documents, promptly notifying supervisors when necessary.
• Entered collected information into TaxSlayer Pro for the finalization of returns and conducted thorough audits to ensure accuracy.