Tax Preparer Data

Daniel Farfan

El Monte, CA

Cell: 562-***-****

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

PROFESSIONAL SUMMARY

DetaiLoriented Tax Preparer with 17 years of experience in tax preparation for

numerous entities. Expert in managing paperwork for tox retums, extensions, tox

planning calculations and write-ups. Quick to build rapport with clients leading to long-

term business relationships.

SKILLS

* Verbal Communication * Tax Lows

* Payroll Familiarity * IRS Correspondence

* Tax Audit Procedures * Due Diligence

* Time Management * Local, State and Federal Tax Retums

* Staff Development * Multi-State Tax Filing

* Tax Liobility Management * Data inputting

+ Tax Code Knowledge

WORK HISTORY

TAX PREPARER 01/2006 to Current

Farfan Tax Consultants - Hawaiian Gardens, CA

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

+ Maintained complete records of client tax returns and supporting documentation in

secured areas.

* Reviewed clients tax filing papers thoroughly to determine eligi

credits or deductions.

* Prepared tax returns, extensions, tax planning calculations and write-ups for

organizations and entities.

* Consulted with clients to assess and mitigate future tax lia

eligibility for tax abatement.

* Interviewed 300 clients to collect information and gather necessary paperwork prior

to preparing tax returns.

* Prepared written responses or tax retum amendments to resolve state and federal

notices.

* Contacted IRS or other relevant government organizations on behalf of client to

address issues related to tax self-preparation.

ity for additional tox

ies and determine

EDUCATION

Cypress College - Cypress, CA No Degree

General Studies, 05/1999

CERTIFICATIONS

* Certified Tax Preparer, CTEC, 2006 - Current

ADDITIONAL INFORMATION

Active PTIN

Active Member of California Society Of Tax Consultants Long Beach Chapter

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