Sammy Mora Email & Phone Number

Led team by providing daily operations direction for the tax office and conducting daily huddlesServed as primary contact on-site for tax associates and clientsAddressed and resolved escalated client service issues on-siteCommunicated key information to ensure work met quality standards and deadlines

Served as liaison between clients and tax authorities such as IRSUncovered eligibility for tax credits thus benefiting clientSupplied detailed tax documentation needed for accurate statements from clientsStore copies of completed tax returns and related documentation according to company procedures and business regulations

Grew Revenue by attempting to collect on delinquent accounts tax payer correspondenceManaged and issued audit codesCorrected entity errors on domestics and foreign returnsAssisted customers with setting up payment plansDiscussed and explained various tax forms with tax payerResearched accounts and reported discrepancies

Greeted patients professionally, assisted with completing necessary forms for regulatory and billing needsUpdated and verified patient demographics, insurance details, and contact informationScheduled patient appointments and directed patients on next stepsCompleted administrative tasks such as working on reports and coordinating with care teamsRequested and processed payments for medical services

Education record

Liberty Tax Service

Diploma