Ted Beer
Tax Preparer & Certified Financial Planner®
Hire this person
Send a job offer directly to this candidate
About
Detail-oriented Tax Preparer with experience preparing 300+ federal and state tax returns, including federal Forms 1040 and 1041 and Arizona Form 140.
Certified Financial
Planner® (CFP®) and IRS Enrolled Agent (EA) Candidate with expertise in federal and Arizona tax compliance, individual and trust taxation, tax research, and client advisory services. Experienced using Drake Tax Software and Advanced QuickBooks Online. Recognized for delivering accurate tax preparation, identifying tax-saving opportunities, and explaining complex tax matters in clear, understandable terms.
Experienced working with trustees, fiduciaries, and individuals acting under powers of attorney while maintaining the highest standards of confidentiality and professionalism.
Experience
Tax Preparer / Tax Advisor - Fullerton Tax Service - Peoria, Arizona
(2024-01)
- Prepare federal Forms 1040 and 1041 and Arizona Form 140 using Drake Tax Software.
- Review financial records, tax documents, and supporting documentation to ensure accurate tax reporting and IRS compliance.
- Collaborate with trustees, fiduciaries, and individuals acting under powers of attorney on individual and trust tax matters.
- Identify deductions, credits, and tax-saving opportunities while ensuring compliance with federal and Arizona tax laws.
- Apply Arizona-specific tax rules, including charitable tax credits, municipal bond interest adjustments, and Arizona capital gains treatment.
- Explain complex tax issues in a clear, understandable manner while delivering exceptional client service.
Tax Specialist - H&R Block - Scottsdale, Arizona
(2023-01 - 2024-12)
- Ranked #1 Tax Preparer among the 2023 new-hire class in returns completed.
- Prepared 300+ federal and state individual income tax returns with accuracy and attention to detail.
- Conducted comprehensive client interviews to identify deductions, credits, and tax-saving opportunities.
- Researched complex tax issues and applied current federal and Arizona tax law.
- Built strong client relationships through personalized service and professional tax guidance.
Financial Consultant - Charles Schwab - Scottsdale, AZ
(2018-01 - 2022-12)
- Provided comprehensive financial planning and wealth management services.
- Advised clients on retirement planning, investment strategies, and tax-efficient financial decisions.
- Analyzed complex financial situations and communicated practical recommendations.
- Built long-term client relationships through exceptional service and trusted financial guidance.
Education
Bachelor of Science - Hotel Administration - Cornell University
