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Tax Prep and Financial Services
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Professional Tax Preparer
Self Employed • Trabajador autónomo
Oct 2019 - Present • 6 yrs 10 mos
Prepare individual and small business tax returns. Assist self-employed clients. Maximize eligible deductions and credits. Ensure IRS compliance. Provide year-round tax guidance.
Commercial Credit Underwriter
Banks • Tiempo completo
May 2013 - Present • 13 yrs 3 mos
Analyze commercial financial statements. Prepare cash flow and financial analysis. Review tax returns. Evaluate business risk. Create financial projections. Review business operating performance.