April Johnson
Greenwood
Summary
Dynamic Tax Preparer with extensive experience at Jackson Hewitt Tax Services, excelling in tax compliance and financial analysis. Proven track record of reducing client tax liabilities through strategic planning and meticulous attention to detail. Strong communicator and problem solver, dedicated to delivering exceptional client service and fostering lasting relationships.
Overview
6
6
years of professional experience
Work History
Tax Preparer
jackson hewitt tax services
Fort Smith
11.2018 - Current
- Resolved client tax issues by investigating discrepancies and implementing corrective actions.
- Ensured that all applicable deadlines were met when submitting documents.
- Finalized and processed paperwork with local, state and federal government authorities.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
- Coordinated with external auditors to provide required tax documentation and support during audits.
- Produced US and state income, gift tax, and estate tax returns for individuals.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Conducted research on current trends in taxation law to stay up-to-date with changes.
- Provided guidance on financial decisions related to taxes.
- Filed electronically through approved software programs.
- Led tax planning seminars and workshops for clients to educate them on tax-saving opportunities.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Compiled data from clients to accurately complete tax forms.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Identified potential deductions to minimize clients' tax liabilities.
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Created spreadsheets detailing income sources, deductions, credits, estimated payments.
- Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
- Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- Advised clients on tax planning strategies to minimize liabilities and maximize returns.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Used tax form instructions and tables to complete tax forms.
- Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Helped clients integrate new tax software with accounting software.
- Assisted customers with any questions they had about their taxes or filing status.
Education
High School Diploma -
Southside
Fort Smith, AR05-2004
Skills
- Tax preparation
- Tax compliance
- Financial analysis
- Tax planning
- Tax software
- Client relationship management
- Audit support
- Attention to detail
- Document management
- Problem solving
- Communication skills
- Research skills
- Client education
- Data analysis
- Time management
- Goal setting
- Nonprofit taxation
- Appointment scheduling
- Written communication
- State tax regulations
- Professionalism
- Self motivation
- Virtual tax interviews
- Risk assessment
- Document preparation
Timeline
Tax Preparer
jackson hewitt tax services
11.2018 - Current
High School Diploma -
Southside
Similar Profiles
Vanessa HernandezVanessa Hernandez
Tax Preparer at Jackson Hewitt Tax ServicesTax Preparer at Jackson Hewitt Tax Services
Jessica TomlinJessica Tomlin
Income Tax Professional / Office Manager at Jackson Hewitt Tax ServicesIncome Tax Professional / Office Manager at Jackson Hewitt Tax Services
CHERAE C. EDWARDSCHERAE C. EDWARDS
Tax Preparer and Office Support at Jackson Hewitt Tax ServicesTax Preparer and Office Support at Jackson Hewitt Tax Services