Kana Montgomery
Murray, KY *****
adup17@r.postjobfree.com
Work Experience
Income Tax Preparer
Self employed - Sturgis, KY
July 2005 to July 2020
Key Qualifications & Responsibilities
Reviewed clients income regarding potential deductions and credits. Assisted businesses and individual clients in preparing tax returns. Applied a federal state, and local codes to ensure tax compliance. Consulted clients on tax law and income statement documentation. Managed electronic tax records using QuickBooks.
Prepared monthly and annual tax reports for small business and individual clients (around 85 reports in tax season).
Analyzed tax law regulations to find potential deductions and recognize any deficiencies. Reviewed the company tax returns on a regular basis and prepared them for audits. Maintained positive relationships with clients, handled daily phone calls and emails. Run the company’s agenda of appointments and ensured all payments are done on time. Managed clients’ files and reports using the relevant software, including QuickBooks and TaxAct. Ensured confidentiality of client information.
Lead Property Manager
Imperial Apartments - Providence, KY
December 2000 to July 2005
Excellent communicator.
Frequently worked for a large client portfolio.
Resilient when exposed to different elements.
Strong execution of the properties marketing plan. Maximized use of the marketing software increasing prospect traffic weekly. Use Quicken and QuickBooks daily.
Tax Professional
Renfro's Tax Service - Madisonville, KY
July 1992 to December 2000
• Prepared monthly and annual tax reports for small business and individual clients (around 120 reports in tax season).
• Analyzed tax law regulations to find potential deductions and recognize any deficiencies.
• Reviewed the company tax returns on a regular basis and prepared them for audits.
• Maintained positive relationships with clients, handled daily phone calls and emails.
• Run the company’s agenda of appointments and ensured all payments are done on time.
• Managed clients’ files and reports using the relevant software, including QuickBooks and TaxAct.
• Ensured confidentiality of client information.
•
• Key Qualifications & Responsibilities
• Reviewed clients income regarding potential deductions and credits.
• Assisted businesses and individual clients in preparing tax returns.
• Applied a federal state, and local codes to ensure tax compliance.
• Consulted clients on tax law and income statement documentation.
• Managed electronic tax records using QuickBooks. Education
Some College in Criminal Justice
ITT Technical Institute-Indianapolis
January 2005 to December 2005
High school diploma
Madisonville North Hopkins High School - Madisonville, KY August 1991 to May 1995
Skills
• Quicken
• QuickBooks
• Accounts Payable
• Bookkeeping
• Property Management
• General Ledger Accounting
• Management
Awards
Kentucky Colonel
August 2001
an honorary commission given by the state of Kentucky to individuals noted for their public service and their work for the advancement of Kentucky.
I was awarded mine by the Governor at the Time due to my work with rescue and recovery efforts after a devastating Tornado Disaster in Providence, KY