Driven tax preparer successful at working with customers of all backgrounds and cultures to analyze financial histories and prepare accurate tax filings. Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Talented tax preparation professional with expertise in completing returns accurately and efficiently.
Focused and dedicated insurance professional with over 5 years of experience providing superior customer service in both property and casualty business lines including property, general liability, marine, automobile. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives.
Professional and well-rounded Notary Public with superior clerical skills and Notary Signing Agent expertise. Successful at satisfying customer needs while meeting and exceeding business objectives. Smoothly handles administrative tasks, including coordinating mail, records and travel arrangements.
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California Department Of Insurance
License # 0k39102
Resident Insurance Producer
Qualifications
Accident and Health Agent
Casualty Broker-Agent
Life-Only Agent
Property Broker-Agent
California Tax Education Council
CTEC # A303192
IRS Preparer Identification Number
PTIN # P02031614
State of California Notary Public
Commision Number 2303917
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