Customer Service A Full-Time
Resume:
Tonya Lantis
Jackson, MI *****
************@*****.***
OBJECTIVE:
To obtain a full-time position utilizing my strong computer and analytical skills while gaining practical experience in my field of study, tax, and accounting.
EDUCATION:
Fast-forward Academy, Online, MI
Enrolled agent GPA: NA
Major: Accounting
In Process
Baker College, Jackson, MI
Associated of Business Administration GPA: 3.7/4.0
Major: Accounting 2012
Capital Area Career Center, Jackson, MI June 2003
Certificate in Business Administration
Area of Study: Information Systems Technology
Stockbridge High School, Stockbridge, MI June 2003
EMPLOYMENT HISTORY:
Turbo Tax Intuit– January 2025 – April present
Tax Live Expert
Regularly prepared over 350 tax returns each tax season with a focus on individual and small business clients, increasing client retention by 30%
Leveraged advanced tax software to streamline the preparation process, decreasing average preparation time by 15%
Implemented a client education program that assisted clients in understanding tax obligations and potential deductions, enhancing customer satisfaction scores by 25%
Lantis Books N Balance – Jackson, MI November 2017 – Present
Owner
Prepared over 50 individual/Business tax returns yearly, which included Schedules A-F, IRAs, small business, farm, and rental income.
Reviewed clients’ financial records and offered valuable tax savings advice.
Attended Tax Update seminars and completed 24 CPE hours of training required each year to prepare tax returns.
Managed tax compliance for a diverse clientele, ensuring adherence to the latest federal and state regulations
Facilitated quarterly training sessions for new tax associates, contributing to a 20% improvement in accuracy on first-time filings
Negotiated with the IRS on behalf of clients, successfully reducing owed amounts by 10% on average through effective communication and reasoning
Thomson Reuters – Ann Arbor, MI November 2012 – Present
Sr. Order Analyst
Audited internal orders and practices daily.
Worked alongside our internal and external audit teams to clear any questions.
Trained new employees to process incoming orders.
Process orders accurately and timely per the priorities established for the day.
Maintain a professional and courteous attitude when dealing with Thomson Reuters customers and internal staff members.
Promote a team-oriented environment through a demonstrated positive attitude and willingness to help others.
Research order anomalies and search for solutions before involving the Sales team or others.
Notify management on any internal systems-related issues that impact the Order Team’s ability to process orders with timeliness and accuracy.
Complete special projects as assigned by the F & A Management team.
Create and maintain statistical reports.
Proactively seek additional training on new processes, product knowledge, and business practices.
Process monthly manual billing timely and accurate.
Adept in SOX Compliance
Successfully helped with Quarterly SOX audits Internal and External.
H&R Block – Chelsea, MI January – April 2010 – 2016
Tax Preparer
Prepared over 250 individual tax returns yearly which included Schedules A-F, IRAs, small business, farm, and rental income.
Reviewed clients’ financial records and offered valuable tax savings advice.
Attended Tax Update seminars and completed 24 CPE hours of training required each year to prepare tax returns.
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SKILLS AND ABILITIES:
Proficient in Microsoft Word, Excel, and PowerPoint.
Mastered TPS, H&R Block’s tax software program.
Mastered Thomson Reuters internal systems EMS, Flash, and GoFileRoom.
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