At Tax Serene Financial Solutions, I prepared individual federal and state tax returns for U.S. citizens and residents, including Forms 1040 and 1040-NR, while following IRS regulations.
I analyzed income, deductions, credits, and filing status to help maximize refunds and minimize tax liabilities. I also reviewed prior-year returns to identify eligible Earned Income Tax Credit, Child Tax Credit, and Education Credits.
I assisted clients with gathering documents and answering tax-related questions, explaining information clearly. I maintained organized client records in line with IRS standards and data security policies.
I use Intuit ProSeries Tax for individual tax preparation, along with Excel, Word, and PowerPoint for data work and reporting. I completed a B.Com in Taxation at GDCW Degree College in 2024.
