Tax Returns Enrolled Agent

Jesse A. Nuñez

**** * **** ** *** J Santa Ana CA 92701

714-***-****

*******@*****.***

Objective: An employment opportunity to further my experience in the financial, administrative and corporate environment.

Work Experience:

11/15 – 9/23 : Edge Financial

Tax Preparer & Enrolled Agent. Prepared 1040 series, 1120, 1120S, 1065, 940, 941 tax returns. Represented clients to resolve their tax liability. Made compliance checks, set up clients on streamlined installment agreements, partial pay installment agreements, currently non collectible status, offer in compromise. Prepared and gathered financial information from the client to determine what was the best outcome for the client. Prepared returns Federal and state returns from all 50 states and all U.S territories. Prepared returns also for clients with foreign income. 7/2015 – 11/15: El Cid Bookkeeping & Tax Service

Prepared tax returns which included personal and business returns (forms 1040, 1065, 1120, 1120s, 940, and 941) using Lacerte software. Reviewed tax returns with in house CPA using the company’s trial balance sheet and financial data. Also prepared and filed sales and payroll tax returns for clients. Completed data entry and reconciled bank accounts using QuickBooks; revised erroneous entries with journal entries and corrected clients’ books.

11/2014 - 7/2015: Optima Tax Relief

Prepared personal, corporate, and payroll tax returns (forms 1040, 1065, 1120, 1120s, 940, and 941) using Pro Series software, for non-compliant clients attempting to settle income tax debt with the IRS. Worked in a quick paced, high pressure environment to expediently and accurately complete tax returns. Dealt directly with complaint clients to educate them about the substantive and procedural issues of filing matters. Worked efficiently and independently with little supervision. 2000 - 2015: A.N. Tax Service & Bookkeeping Services Prepared personal, small business, and corporate tax returns (forms 1040, 1065, 1120, 1120s, 940, and 941) using CrossLink software. Completed bookkeeping for sole proprietorships and corporate businesses using QuickBooks. Supplied clients with all necessary financial statements. Skills:

· Bilingual: Spanish

· Proficient in Lacerte, Pro Series, CrossLink and QuickBooks

· Proficient in Microsoft Office

Education / License:

11/2017 - Present : IRS Enrolled Agent

2015 - 2017: Licensed New York Tax Preparer: NYSDTF (New York State Dept of Taxation) 2000 - 2017: Licensed California Tax Preparer: CTEC (California Tax Education Council) 09/2000 – 05/2004: AA in Liberal Arts; Santa Ana College