Ms F. Email & Phone Number

Texas, United States

Real estate investment, property management, tax consultation.

Austin, Texas

Analyzes applications and issues determination letters on a variety of defined contribution plans and certain defined benefit plans under applicable Internal Revenue Code provisions. Examines and interprets the provisions of plans and documents accompanying applications. Analyzes information in exhibits and applies technical tests to determine if.

185 Lennon Ln Walnut Creek CA 94598

Conducting interviews, financial analysis, and advising taxpayers in IRS tax law compliance & obligations. Auditing tax returns such as individual income, excise, and employment taxes.Providing customer account analysis of taxpayer’s financial status and tax prep services.Retrieves transcript of account(s), accepts cash and issues receipts, prepares daily.

1301 Clay Street Oakland, CA 94612

Timesheet submission, payroll data entry, and leave balance audits.Updated, maintained employee personnel records. Generation of month end reports, statistical reports, and ad hoc reports. Processed incoming and outgoing mail for 40+ office staff.Filed, maintained accuracy of confidential records of personnel, taxpayers, and other various IRS.

1301 Clay Street Oakland, CA 94612

Issued and verified EINs (Employer Identification Number) and P-TINs (Preparer Tax ID numbers).Advised and enforce tax deposit requirements, filing requirements, deposit methods, collection activity on account. Executed collection action on delinquent tax accounts via installment agreements, liens, levies, payroll deduction.Granted tax collection holds for.

2300 Clayton Road Concord, CA

Financial accounting and maintenance of insurance payment database, customer account management of personal line insurance policies. New sales/cross-sales/remarketing/cancellations of personal lines insurance products.Telephone & face-to-face customer service, complaint submission, claims filing, cold calling sales sessions.Executed electronic and paper.

2401 Waterman Blvd Fairfield, CA 94534

Opened new deposit accounts/ products and services. Provided customer service, account maintenance changes and updates, accounting. Accepted bank deposits of cash and checks, processed withdrawals of cash. Sales of loan products and credit card rewards services, processed credit applications, closed accounts.Participated in marketing/solicitation and cold.

Sales of personal lines insurance products and insurances packages.Customer service, resolved customer complaints/issues, made courtesy spare keys, map distribution.Training of office staff in upgraded software programs.Processed policy cancellations, underwriting changes/updates, automated forms document processing.Generated new insurance policies and.