Wendolyne Caballero

Tax Pro

H&r Block

01.2025 - 04.2025

Reviewed financial, tax, and identification documents for accuracy and integrity.
Collected, processed, and submitted required payments.
Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
Displayed excellent communication skills, both verbal and written.
Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
Increased office productivity with proficient use of Microsoft Office Suite for document creation, editing, and data organization.
Streamlined tax preparation processes for increased efficiency and accuracy.
Maintained strict compliance with all federal, state, and local tax laws while preparing client returns.
Researched tax implications for various deductions and credits.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Enhanced customer satisfaction by addressing and resolving complex inquiries in both English and Spanish languages.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Proven ability to learn quickly and adapt to new situations.
Demonstrated respect, friendliness and willingness to help in many areas around the office including; confirmed appointments, communicated with clients, and updated client records.