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Tax Preparer Federal

Location:
Philadelphia, PA
Posted:
August 22, 2023

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Resume:

PETER TOMARO

YARDLEY, PA *****

ady43a@r.postjobfree.com / 215-***-****

SUMMARY

Talented tax preparation professional with expertise in completing returns accurately and efficiently. Driven [TAX PREP] successful at working with customers of all backgrounds and cultures to analyze financial histories and prepare accurate tax filings. TA Seasoned TAX PREPARER with more than 40 years' success in helping companies navigate income tax, financial reporting and remittance regulations. Expert in income and sales tax laws, corporate accounting and organizational procedures affecting income and sales taxes. Accomplished in mitigating tax-related penalties through robust standards for records and documentation.

SKILLS

Tax Liability Management

Tax Advising

Individual Returns Preparation

Multi-State Tax Filing

Tax Law

EXPERIENCE

Tax Preparer / TOMARO TAX PREP - Yardley, PA 11/2007 - Current Communicated with federal and state tax agencies to obtain best resolution for clients. Implemented tax reduction strategies to analyze and minimize tax liabilities. Supplied detailed tax documentation needed to submit accurate corporate and individual returns. Advised clients to comply with IRS regulations and meet state and federal tax obligations. Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts. Finalized and processed paperwork with local, state and federal government authorities. Analyzed information and assessed liabilities and deductions according to relevant tax code. Produced US and state income, gift tax and estate tax returns for individuals. Responded to state and federal tax notices by preparing written responses or tax return amendments. Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances. Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum. Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors. Produced work papers and lead sheets, tax projects and payment estimations. Computed taxes owed or overpaid for clients.

Used tax form instructions and tables to complete tax forms. Calculated form preparation fees according to return complexity and processing time required. TAX AUDITOR / State of New Jersey - Trenton, NJ 05/1977 - 11/2007 Compiled detailed reports of audit findings to discuss with supervisor. Testified at tax hearings to give testimony regarding audit work performed. Communicated recommendations to resolve legal and fiscal issues. Interpreted state and county code and guidelines for purposes of tax assessment. Cross-trained employees, enabling completion of priority tasks during personnel absences. PT

Liaised with auditors to complete annual audits and maintain compliance with local, state and federal requirements.

Wrote reports, authored papers and organized supporting documentation. Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details. Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances. Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results. EDUCATION AND TRAINING

Bachelor of Science: ACCOUNTING 06/1975

Rider University - Trenton, NJ



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