Enrolled Agent Data Management

Eulanda Riddick EA

Frisco, TX ***** • 469-***-**** • ***************@*******.***

SUMMARY

Driven Enrolled Agent experienced in preparing tax returns and representing taxpayers before the Internal Revenue Service. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 35 years of industry expertise. Willingness to take on added responsibilities to meet team goals.

STRENGTHS

Microsoft Office proficiency

Data management

Tax Works, Thomson Reuters, Intuit (ProSeries, Lacerte), QuickBooks, SAP, PeopleSoft

Organizational skills

Financial reporting

WORK EXPERIENCE

Enrolled Agent, 01/2017-Present

Brown - Spencer Financial Group Inc. – Frisco, TX

Assisted clients who received IRS notices due to a form being lost during transmission.

Represented clients who received IRS examination letters, gathered required documentation, and met with auditors on behalf of the client.

Minimized audit cases by practicing proficient audit methods.

Supervised clients in the appeal process and questioning actions by examiners.

Self Employed, 01/1989 to Present

Brown-Spencer Financial Group – Frisco, TX

Prepared and filed multiple 1040 Individual Tax Returns with many returns requiring filing state returns, International FBAR returns, this includes making sure that the client has given me all the necessary to prepare accurate returns within the tax filing period.

Handled Corporate Franchise Tax and Sales Tax Return, assisted clients with quarterly reviews for estimated tax payments and regular review of their record keeping ensuring the proper documentation for filing returns within the deadline date.

Provided hands on service to corporations to prevent the need to file an extension.

Filed and managed 75 Small Business Tax Returns as well as setup the company bookkeeping.

Corporate Accountant, 01/2003-10/2005

Safety Kleen, Plano, TX – Plano, TX

Developed and implemented corrective actions to bring business areas in line with standards.

Suggested key budgetary changes to increase company profits.

Maintained integrity of general ledger and chart of accounts.

Identified audit risks, prepared budgets, and coordinated with management and audit team in preparing related reports.

Used accounting software to issue tax returns.

EDUCATION

Bachelor of Science, University of Texas Dallas - Arlington, TX

Major: Accounting, May 1995

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