Matthew Mercado

Analyzed financial records to verify accuracy of tax returns.

Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally as well helping them resolve those issue.

Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.

Completed and filed returns with tax departments at local, state, and federal levels.

Calculated estimated tax payments for clients and insuring the account is balance.

Calling business owners/CEO/manages to offerr and introduce financial services.

Encourage businesses to avail financial services to be closed by the Sales Department.

Receive data and business information to identify the right services to offer.

Keep records of doctors and nurses.

Verify documents to updates and ensure ready for filling.

Checking the validity of the licenses and documents.

Answer clients' inquiries and refer them to the correct department.

Encode all late tax filers return.

Summarize all kinds of taxes.

Transit all records from the Collection Section to Document Processing Station.