Experience

Rush Tax Resolution

• United States
• Financial Services
• 1 - 100 Employee

• Enrolled Agent

  • Jan 2018 - Present

  1. Case management for over 200 individual clients and businesses to resolve delinquent state and federal tax debts. 2. Develop procedures assisting clients to remain current and compliant with the taxing authorities by adapting their financial strategies, business management, and asset allocation. - Restructure, adapt hiring, and create filing schedules for businesses. Review Profit and Loss statements and assist with tax return filings. 3. Utilize the Internal Revenue Manuals and State Taxing Laws to protect clients from liens, levies, bankruptcy, and business closure. 4. Negotiate with taxing authorities to reduce debt balances, interest, and penalties. - Saved clients an average of $90,000 on liabilities owed. Show less



Larson Tax Relief

• United States
• Accounting
• 1 - 100 Employee

• Case Manager

  • Feb 2015 - Aug 2018

  - Worked with a team assisting 140 individuals and businesses with their state and federal tax compliance and liabilities. - Trained on successfully proposing Installment Agreements, Currently Non-Collectible status, Offer in Compromises, and Penalty Abatements. - Prepared, negotiated, and secured a tax settlement within one month of employment for an individual, saving the client over $30,000. - Provided explanations and guidance to clients seeking tax relief, interpreted correspondence from the IRS and state taxing authorities and addressed notices with appropriate action to protect the Taxpayer. - Reviewed financial records, IRS transcripts, and documents supporting income, expenses, and investments needed to prepare Forms 433-A, 433-B, 433-A (OIC), and state financial statements. Show less



Costco Wholesale

• United States
• Retail
• 700 & Above Employee

• Marketing Team Member

  • Oct 2015 - Nov 2017

  - Reach 50% penetration with the Costco Citi Visa through education and promotion at Front Range warehouses. - Assist members on the floor and at the register, ensure a quality visit while promptly ringing customers through (minimum of 55 customers per hour, 20 items per minute.) - Maintain stock of product on the floor, assist customers by informing them on product specifications, monitor stock levels and shipment dates, receive incoming trucks and survey pallets for damage. - Inform customers on membership changes, return policies, and rewards programs. Show less



Golden Gate Canyon State Park

• United States
• Recreational Facilities
• 1 - 100 Employee

• Office Administrator

  • Apr 2015 - Nov 2015

  - Conducted job analysis and job evaluation for the campground attendant position to create the hiring manual, employee contract, and onboarding process that has been in use since October 2015. - Managed reservations in a campground office that ran at full capacity and scheduled campground staff (park rangers, office staff, maintenance, and volunteers) for a fixed-budget season. - Provided information and assistance to customers, including selling park passes and permits, giving directions, and educating visitors on park regulations at one of the largest and busiest state parks in Colorado. Show less



Cosmo's Pizza

• Boulder, Colorado

• Food Preparation and Sales

  • May 2012 - Nov 2014

  - Learned the ins and outs of operating and managing a small, expanding business. While employed, the company doubled the number of locations and started a bottling warehouse, online retail presence, and streamlined production inefficiencies. - Gained experience and knowledge of direct sales, restaurant management, operations, and human resources management from attending expositions and international conventions. - Trained employees on checking IDs, handling crowds, food preparations, managing the cash drawer, filling ranch orders, and working with a team in a fast-paced environment. Show less



Swim Lessons Boulder

• Spruce Street Pool

• Proprietor, Swim Instructor

  • Jun 2009 - Jul 2012

  - Managed a personal business that typically handled 15 different accounts each summer which required organization of schedules, finances, and resources, as well as customer service experience from working closely with families. Utilized word of mouth and creative visual marketing to grow the small business into a career. - Worked with children 10 and under on water safety, strokes, and technique, and provided feedback to kids and parents. - Taught Intro to Water class to children under two and their parents, which was typically the child’s first swimming experience. The class taught water safety and how to comfortably introduce a child to water in an explorative and fun way. Show less