Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Herman Matthews

Homewood

Summary

Dynamic Personal Income Tax Professional specializing in tax compliance and strategic planning at Express Drop Off Tax Service LLC. Demonstrated expertise in cultivating client relationships while efficiently preparing intricate tax returns. Effective communicator with robust knowledge in tax law interpretation and audit defense strategies, guaranteeing optimal results for clients.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Personal Income Tax Professional

Express Drop Off Tax Service LLC
10.2009 - Current
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.

Paralegal Specialist

Consumer Advocacy Center, PC
09.2009 - 04.2014
  • Demonstrated self-motivation and strong sense of responsibility in all tasks.
  • Thrived in fast-paced environments, maintaining high productivity levels.
  • Collaborated effectively within teams while also excelling in independent roles.
  • Adapted quickly to new situations and learned new skills efficiently.
  • Drafted accurate legal documents such as pleadings, motions, and briefs to effectively present the client''s position.

Education

Associate of Applied Science - Paralegal Studies

Robert Morris University
Chicago, IL

Associate of Applied Science - Finance

Penn Foster Career School
Scranton, PA

Associate of Arts - French Language And Literature

Pennsylvania State University
University Park, PA

Associate of Applied Science - Construction Project Management

South Surburban College
South Holland, IL

Skills

  • Tax credits and incentives
  • Tax law interpretation
  • Tax compliance expertise
  • Internal revenue service correspondence
  • Audit defense techniques
  • Tax planning strategies
  • Individual tax preparation
  • Relationship building
  • Client communication
  • Verbal/written communication
  • Legal research
  • Data inputting
  • Tax return preparation
  • Document preparation
  • Tax audit procedures
  • Tax law knowledge
  • Tax compliance
  • Information processing
  • QuickBooks proficiency
  • Strategic consulting
  • Tax consulting
  • Research/due diligence
  • Tax planning
  • Income documentation
  • Direct IRS filing
  • Tax advising

Certification

QuickBooks certification

Timeline

Personal Income Tax Professional

Express Drop Off Tax Service LLC
10.2009 - Current

Paralegal Specialist

Consumer Advocacy Center, PC
09.2009 - 04.2014

Associate of Applied Science - Paralegal Studies

Robert Morris University

Associate of Applied Science - Finance

Penn Foster Career School

Associate of Arts - French Language And Literature

Pennsylvania State University

Associate of Applied Science - Construction Project Management

South Surburban College
Herman Matthews