Amelia C Pryce

  • management
  • San Antonio, TX, USA
  • Aug 27, 2018
Full time Admin-Clerical Education Facilities General Business Information Technology

Personal Summary

Goal-oriented who is committed to fostering a student-focused learning environment, which provides our future leaders with a well-balanced, enlightening, enriching, and inclusive academic experience.

Work Experience

Tax Return Preparer
Aug 2018 - Jan 2014 Zip Refund, DBA Independent Contractor, San Antonio, Texas

Prepare tax returns simple to complex for more than 250 small businesses or individuals. File paper or electronic federal and state tax returns using tax software to ensure high levels of client satisfaction. Furnish taxpayers with adequate data and advice to ensure correct tax form completion. Review clients’ financial records such as income statements, prior tax returns, and documentation expenditures to determine forms needed to prepare accurate tax returns. Compile with New York State and the Internal Revenue Service ethics requirements and due diligence. Calculate tax preparation fees based on the complexity of the return and processing time required. Consult and advise self-employed clients on tax advantages and increasing profitability. Provide year round advising and consulting on tax situation such as itemized deductions, W4, educational benefits and charitable contributions. Utilize all appropriate adjustments, credits, and deductions to keep clients’ taxes to a minimum. Clarify state and federal tax laws to organizations and individuals. 

Filed and prepared Federal and New York State income tax returns for over 10 individuals.  Filed amended tax returns to correct errors. Electronic return originator for e-file. Answered questions and educated clients on future tax planning. Checked data input and verified amounts on forms prepared to detect errors in data entry, arithmetic, and procedures by another tax preparer. Advised clients on how to optimize tax savings by selecting and setting up tax-preferred retirement savings plans. Interviewed clients to attained information for taxable income, allowances, and deductible expenses. Used tax software to compute taxes overpaid or owed, complete required entries on forms, following tax tables, and tax form instructions. Referred to tax law handbooks to determine preparation procedures of atypical tax returns to help to low tax liability. Provided full customer service to include in and outbound phone service. Conducted and maintained inventory. Computed and recorded totals of transaction. Greeted persons entering establishment, determine nature and purpose of visit, and directed or escorted them to specific destinations.

Areas of tax expertise include: small business, loss from theft or disaster (e.g. flood, tornado), investments and stock options (e.g. income, sales), healthcare expenses, retirement income, and homeownership. Purchase or sale, vacation homes, home foreclosure, help with Internal Revenue Service or state notice or audits, farming, charitable giving, self-employed income, identification number application, trusts and estates. Non-United States citizen living in the United States of America, income earned outside of  the United States, military, clergy, sole proprietor, partnerships, corporations, real estate, not-for-profit organizations, tax planning, income from multiple States, and New York States certified.

Tax Return Preparer
Jan 2004 - Dec 2013

Filed and prepared Federal and New York State income tax returns for over 10 individuals.  Filed amended tax returns to correct errors. Electronic return originator for e-file. Answered questions and educated clients on future tax planning. Checked data input and verified amounts on forms prepared to detect errors in data entry, arithmetic, and procedures by another tax preparer. Advised clients on how to optimize tax savings by selecting and setting up tax-preferred retirement savings plans. Interviewed clients to attained information for taxable income, allowances, and deductible expenses. Used tax software to compute taxes overpaid or owed, complete required entries on forms, following tax tables, and tax form instructions. Referred to tax law handbooks to determine preparation procedures of atypical tax returns to help to low tax liability. Provided full customer service to include in and outbound phone service. Conducted and maintained inventory. Computed and recorded totals of transaction. Greeted persons entering establishment, determine nature and purpose of visit, and directed or escorted them to specific destinations.Prepare tax returns simple to complex for more than 250 small businesses or individuals. File paper or electronic federal and state tax returns using tax software to ensure high levels of client satisfaction. Furnish taxpayers with adequate data and advice to ensure correct tax form completion. Review clients’ financial records such as income statements, prior tax returns, and documentation expenditures to determine forms needed to prepare accurate tax returns. Compile with New York State and the Internal Revenue Service ethics requirements and due diligence. Calculate tax preparation fees based on the complexity of the return and processing time required. Consult and advise self-employed clients on tax advantages and increasing profitability. Provide year round advising and consulting on tax situation such as itemized deductions, W4, educational benefits and charitable contributions. Utilize all appropriate adjustments, credits, and deductions to keep clients’ taxes to a minimum. Clarify state and federal tax laws to organizations and individuals.

Areas of tax expertise include: small business, loss from theft or disaster (e.g. flood, tornado), investments and stock options (e.g. income, sales), healthcare expenses, retirement income, and homeownership. Purchase or sale, vacation homes, home foreclosure, help with Internal Revenue Service or state notice or audits, farming, charitable giving, self-employed income, identification number application, trusts and estates. Non-United States citizen living in the United States of America, income earned outside of  the United States, military, clergy, sole proprietor, partnerships, corporations, real estate, not-for-profit organizations, tax planning, income from multiple States, and New York States certified.

Education

octor of Business Administration - Information Systems Management
Feb 2011 - Dec 2016 Walden University
Masters of Business Administration - General
May 2019 - Aug 2011 Wayland Baptist University