Customer Service Tax Preparer

TG Tammy Gardner

Houston, Texas ***** 1-713-***-****

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PROFESSIONAL

SUMMARY

Motivated Tax Preparer with 23 years of experience running operations and building clientele for tax services company. Expert in preparation of state and federal tax returns for individuals, non-profit organizations, corporations and partnerships. Client-oriented with dedication to uncovering unclaimed deductions and maximizing tax refunds.

SKILLS Tax Form Completion

Problem Solving

Time Management

Tax Advisement

Client Tax Services

Small Business Tax Returns

Appointment Scheduling

Individual Tax Returns

Verbal and Written

Communication

Detail-Oriented

Customer Service

Valid PTIN

WORK HISTORY TAX PREPARER/MANAGER 11/2006 to CURRENT Rite-A-Way Xpress Tax Service Houston, TX

Saved client $2500. by uncovering eligibility for child tax credit. Interviewed individual clients to collect information and gather necessary paperwork prior to preparing tax returns.

Offered clients recommendations to reduce tax liabilities. Prepared written responses or tax return amendments to resolve state and federal notices.

Completed and filed returns with tax departments at local, state and federal levels.

Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

Provided information about available products and services to clients, resulting in increased business opportunities.

DISPATCHER 01/2019 to 01/2022

Rite-A-Way Xpress Trucking Houston, TX

Maintained updated and detailed records of calls in physical and electronic database.

Directed dispatching, routing and tracking of 3 fleet vehicles. Coordinated repairs to vehicles to maintain fleet operations. Increased area coverage by 75% through effective scheduling and detailed location monitoring

CUSTOMER SERVICE REPRESENTATIVE 02/2020 to 06/2021 FMAALLINCE Houston, TX

Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns. Provided information regarding charge accounts and loyalty programs. Answered constant flow of customer calls with minimal wait times. Delivered excellent customer service, resulting in consistent 95% customer satisfaction rating

TAX PREPARER 11/1999 to 04/2006

Jackson Hewitt Tax Svc Houston, TX

Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.

Maintained complete records of client tax returns and supporting documentation in secured areas.

Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.

Provided information about available products and services to clients, resulting in increased business opportunities.

Completed and filed returns with tax departments at local, state and federal levels.

EDUCATION High School Diploma 05/1981

Barbara Jordan Tech, Houston, TX

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