Amy Gonzales
Tifton
Summary
Results-oriented expert in customer account management and tax compliance, adept at optimizing service delivery and cultivating robust client relationships to boost loyalty and repeat business.
Overview
13
13
years of professional experience
1
1
Certification
Work History
CSR
Globe Finance and Tax Service
Tifton
10.2023 - Current
- Utilized specialized software tools to manage customer accounts and streamline service delivery.
- Addressed client issues through proficient communication and problem-solving techniques.
- Facilitated tax preparation and financial inquiries while adhering to compliance standards.
- Ensured workflow continuity by processing client documentation efficiently.
- Updated knowledge of tax regulations for reliable client advice.
- Developed robust customer relationships that increased loyalty and repeat business opportunities.
- Explained complex tax laws effectively, guiding clients through necessary regulations.
- Logged detailed customer interactions for comprehensive record-keeping.
Tax Preparer
Tawzer Accounting and Tax Services
Tifton
01.2013 - 11.2025
- Advised clients on strategies for efficient and legal tax filing.
- Responded to state and federal notices with written amendments or responses.
- Maintained accurate records of all transactions and filings.
- Corrected previously filed returns to amend errors or claim deductions.
- Prepared payroll reports for management review, including 1099s and W-2s.
- Checked data input for mathematical or procedural errors effectively.
- Evaluated financial situations of taxpayers to determine actions for reducing taxes owed.
- Created spreadsheets detailing income, deductions, and estimated payments.
Lab Tech II
Georgia Department of Agriculture Seed Lab
Tifton
11.2015 - 09.2023
- Prepared and processed lab samples for analysis.
- Managed daily operations of the receiving room to ensure efficiency.
- Processed all laboratory reports promptly.
- Handled accounts receivable and billing accurately.
Education
Bachelor of Science - Office Administration and Technology
Valdosta State University
Valdosta, GA05-2023
Associate of Science - Accounting/Business
Southern Regional Technical College
Tifton12-2021
Skills
- Customer account management
- Tax compliance
- Client advising
- Software application
- Account reconciliation
- Document processing
- Time management
- Money handling
- Record preparation
- Microsoft Office Suite
Certification
PTIN - IRS Issued
Timeline
CSR
Globe Finance and Tax Service
10.2023 - Current
Lab Tech II
Georgia Department of Agriculture Seed Lab
11.2015 - 09.2023
Tax Preparer
Tawzer Accounting and Tax Services
01.2013 - 11.2025
Bachelor of Science - Office Administration and Technology
Valdosta State University
Associate of Science - Accounting/Business
Southern Regional Technical College