Scott Scott

Self employed PTIN is from IRS

New Bern

02.2021 - Current

Organized paperwork for efficient review by senior staff members.
Created spreadsheets detailing income sources, deductions, credits, estimated payments.
Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
Filed electronically through approved software programs.
Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
Assisted customers with any questions they had about their taxes or filing status.
Researched federal, state, and local laws to ensure compliance with regulations.
Ensured that all applicable deadlines were met when submitting documents.
Conducted research on current trends in taxation law to stay up-to-date with changes.
Assisted clients in responding to IRS notices of deficiency or audit findings.
Maintained accurate records of all client transactions and filings.
Compiled data from clients to accurately complete tax forms.
Worked closely with other departments within the company to ensure accuracy of data entry into system databases.
Explained complex tax regulations in an easy-to-understand manner for clients' understanding.
Analyzed financial information such as income statements and balance sheets to calculate tax liability.