JOEY TESTA, EA, ATP
IRS PTIN Holder Enrolled Agent Accredited Tax Preparer Sun Certified Unix System Administrator Microsoft Offic n +1-203-***-**** +1-585-***-**** ) ************@*****.*** SUMMARY
IRS-credentialed Enrolled Agent and Accredited Tax Preparer with extensive experience in tax preparation, complianc EXPERIENCE
Partner Testa Tax – Rochester, NY
Co-manage firm operations and deliver expert tax services. Oversee complex tax returns for individuals, partnerships, corporations, and trusts Provide IRS representation and strategic tax planning Supervise staff and maintain client relationships
Tax Preparer Testa Tax / Liberty Tax
Prepared and filed hundreds of accurate tax returns Reviewed documents for compliance and identified deductions/credits Reduced client liabilities through strategic tax planning Unix System Administrator EDS – New York, NY
Managed Unix/Linux systems (Solaris) for enterprise clients Oversaw hardware, backups, programming, and repairs Delivered IT support for telecom operations
Concierge Planned Companies – Stamford, CT
Assisted residents with scheduling, reservations, and daily requests Coordinated property management and vendor operations Supported leasing and tenant satisfaction
Flight Attendant JetBlue Airways – New York, NY
Ensured passenger safety and comfort
Delivered clear communication and conflict resolution Server Newport House – Rochester, NY
Provided attentive service in a high-volume restaurant EDUCATION
B.S. – Data Analytics, University of Connecticut–Stamford (2017) A.S. – Accounting, Housatonic Community College (2021) A.S. – Criminal Justice (2005)
A.S. – Mathematics, Monroe Community College (2019) A.S. – Paralegal Studies, Monroe Community College (2018) CERTIFICATIONS
IRS PTIN Enrolled Agent (EA) Accredited Tax Preparer (ATP) Intuit Tax Pro QuickBooks Certified Microsoft Office Specialist Sun Certified Unix System Administrator ABA Paralegal Certification Notary Public CPR & First Aid
COMMUNITY INVOLVEMENT
Knights of Columbus – Member
Literacy Volunteers of Bridgeport, CT – Math GED Tutor Eastman School of Music Community Symphonic Band – Member Paralegal Association of Rochester NY (Student)
KEY SKILLS
Tax Preparation n Compliance n QuickBooks n UltraTax n Legal Drafting n LexisNexis n Case Management n Unix Languages: Italian (Expert), German (Intermediate), English (Native)