LUZ R MORENO
HOFFMAN ESTATES
Summary
Income Tax Preparer with extensive experience at A R TAX INC, adept at federal and state tax returns and IRS communication. Proven ability to mitigate tax liabilities through strategic planning and client consultation. Strong leadership and problem-solving skills, ensuring compliance and enhancing client satisfaction in tax preparation services.
Overview
35
35
years of professional experience
Work History
Income Tax Preparer
A R TAX INC
01.2014 - Current
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
REAL ESTATES MANAGING BROKER
AMERICAN REALTY OF IL INC
10.1990 - Current
- Prepared contracts and related documentation according to strict standards.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Helped clients navigate transactions, complete paperwork and finalize sales or purchases.
- Negotiated real estate contracts to navigate transactions between buyers and sellers.
USPS SUPERVISOR
USPS
08.1993 - 09.2020
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Devised and implemented processes and procedures to streamline operations.
- Educated staff on organizational mission and goals to help employees achieve success.
- Developed effective improvement plans in alignment with goals and specifications.
- Gathered, organized and input information into digital database.
- Frequently inspected production area to verify proper equipment operation.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Evaluated staff performance and provided coaching to address inefficiencies.
Education
Bachelor of Science - BUSINESS ADMINSTRATION
MUNDELEIN COLLEGE
Chicago, IL06-1977
Skills
- Tax computing
- Federal and state tax returns
- Client confidentiality
- Corporate tax preparation
- Direct IRS filing
- Tax reporting
- IRS communication
- Individual returns preparation
- Tax law knowledge
- Tax compliance
- Audit support
- Tax planning strategies
Affiliations
NATIONAL ASSOCIATION OF POSTAL SUPERVISORS
NATIONAL ASSOCIATION OF REALTORS
MEMEBR OF THE BETTER BUSINESS BUREAU
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Income Tax Preparer
A R TAX INC
01.2014 - Current
USPS SUPERVISOR
USPS
08.1993 - 09.2020
REAL ESTATES MANAGING BROKER
AMERICAN REALTY OF IL INC
10.1990 - Current
Bachelor of Science - BUSINESS ADMINSTRATION
MUNDELEIN COLLEGE
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