Customer Service Tax Preparer

DEANNA TUXON

*** ******* ** *** * EUREKA, MT ****7 406-***-**** ********@*****.***

Skills Summary

I am experienced in Microsoft Office 365, QuickBooks, ADT, Windows 11 operating system, 10-key, touch typing, multi-line phone systems, managing Accounts Receivable and Payable, preparing financial reports, balancing daily ledgers, scheduling, customer service, business and individual tax preparation, verifying and submitting payroll, filing, GAAP,

I am a self-starter who is capable of multi-tasking at a fast pace to meet deadlines while paying close attention to details to ensure accuracy whonot only strives to

Education

05/2013 - GPA 3.48

Bachelor of Science – Business Administration with an Accounting Emphasis

Anticipated graduation 6/2023

Master of Business Administration

Experience

2013-2014 Bookkeeper/Customer Service Booth Manager Glenwood IGA

I was responsible for opening store, receiving & managing lottery machine & tickets, counting and refilling ATM machine, balancing daily register amounts, creating daily entries, operating cash register, phone, fax machine, and various computer systems. I also entered and paid all Accounts Payable, created and mailed invoices, created financial reports and monthly closing entries. Also upgraded the entire system from handwritten to computer generated forms. I was also appointed to Western Union Compliance Officer.

2006

H&R Block – Receptionist

I was responsible for opening and closing the office, answering phones, making copies, verifying client information, receiving payments, scheduling, plus the protection and proper disposal of confidential client information and documents. for organizing & filing individual returns once signatures had been obtained in addition to maintaining office cleanliness in addition to ordering office supplies as needed.

2007-present day

Self-Employed Tax Preparer

Complete both personal and business tax returns for customers, answer phones, verify information, schedule appointments, ensure laws are adhered to, and create accurate financial year-end statements based on physical documentation for small business clients while ensuring GAAP principles are adhered to.I am also responsible for advising my clients of future actions they should take to be prepared for the preparation of their future returns based on anticipated life events and tax law changes.

1997-2000

Grizzly Insurance

Answer phones, operate fax and copier. Schedule appointments, answer policy questions, create and mail invoices, receive and document payments, responsible for verifying and protecting client information in addition to balancing petty cash drawer and creating quarterly financial reports that were GAAP compliant, plus ensuring that policies meet or exceed state minimum requirements.

Awards and Acknowledgments

Employee of the Month - Mountain View Manor 08/2022

1st place Business Professionals of America Regionals for Accounting Principles

Best Group Report and Best Group Presentation - L.C.S.C. Capstone Class

Voted into position of Princess - Jobs Daughters

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