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Candidate's Name
Street Address  Pershing Blvd. #202Baldwin, New York Street Address
PHONE NUMBER AVAILABLE (Cell); PHONE NUMBER AVAILABLE (Home)E-mail: EMAIL AVAILABLESUMMARYA highly motivated Tax Preparer and Reviewer with EA designation and experience in individual, corporate, partnership and fiduciary income tax returns including write ups, preparation of financial statements and assistance in audits and financial planning.. Strengths include a comprehensive knowledge of pertinent tax laws, establishing effective client relationships, and completing returns in an accurate and timely manner. Highly skilled in income tax software applications. A thorough, detailed and multi-task oriented self starter, with excellent problem solving and communication abilities. Computer proficiency including Lacerte, Drake, Taxwise, Quickbooks; MS Excel, Word, PowerPoint, Access, Outlook and typing skills.PERTINENT PROFESSIONAL EXPERIENCEMARK LAWRENCE & ASSOCIATES, Rockville Centre, NY 2021-2024Tax AccountantLOTURCO & CO, Franklin Square, NY 2019- 2020Tax AccountantTBA TAX SERVICES, Valley Stream, NY 2012 - 2018Tax PreparerPrepared individual, corporate, partnership and fiduciary returns for diverse clientele.Establish and maintain effective client relationships as evidenced by having a high level of customer retention.Completed tax returns via client interviews, mail in returns and audit correspondences.Prepare returns oftentimes adhering to tight time frames without financial penalties.Review and audit tax returns and corporate books.A.A.R.P., Nassau County Libraries, NY 2009-PresentVolunteer Tax Aide, EROPrepared income tax returns for the elderly and performed as anElectronic Return Originator.H. & R. BLOCK, Freeport, NY 1990 - 1998Professional Tax PreparerPROFESSIONAL EXPERIENCESYOSSET HOME TUTORING, Ronkonkoma, NY 2008-presentMath TutorSYOSSET CENTRAL SCHOOL DISTRICT, Syosset, NY 2005  2008Secondary Math TeacherWANTAGH PUBLIC SCHOOLS, Wantagh, NY 2004  2005Secondary Math TeacherDATA DEVICE CORPORATION, Bohemia, NY 2000 - 2001Applications EngineerNEW YORK POWER AUTHORITY, New York, NY 1992  2000Project ManagerEDUCATIONENROLLED AGENT INTERNAL REVENUE SERVICEADELPHI UNIVERSITY, Garden City, NYM.B.A. Degree in FinanceHOFSTRA UNIVERSITY, Hempstead, NYNew York State Permanent Certification in secondary mathematicsBookkeeping and accounting principles and Quickbooks certificationSTONY BROOK UNIVERSITY, Stony Brook, NYB.S. Degree in EngineeringB.S. Degree in Computer ScienceVOLUNTEER EXPERIENCEAARP Tax Care for the Elderly (TCE)Lighthouse Development Group  Assisted in Public Relations effortNew York City 2012 Olympic Planning Committee  Promoted Olympic sporting events