Kelsey M. Brandt
Tax Preparer, Seasonal Tax Office
Columbus, OH · (614) 555 0134 · name@example.com · linkedin.com/in/kelseymbrandt
Key Qualifications
EXPERIENCE
Three filing seasons at a franchise tax office, about 1,200 returns prepared
SETTINGS
Storefront tax office filing about 2,800 returns a year with six preparers
SPECIALTIES
Wage earners, earned income credit, education credits, Schedule C side businesses
SYSTEMS
Franchise tax software, Internal Revenue Service e Services, Ohio tax portal, Microsoft Excel
CREDENTIALS
Preparer Tax Identification Number; Annual Filing Season Program record of completion
EDUCATION
Associate of Applied Business in Accounting, Scioto Valley Community College
Executive Summary
Tax preparer with three filing seasons at a franchise tax office that files about 2,800 returns a year from a strip mall storefront. Prepares individual returns with wage income, dependents, education credits, the earned income credit and small side businesses on Schedule C, and works the desk from January through the April deadline. Holds the Annual Filing Season Program record of completion for each of the last three years.
Signature Achievements
- Prepared 480 returns in the 2026 season, the second highest count in a six preparer office, with an average preparation time of 52 minutes.
- Held a return rejection rate under 2 percent on electronic filing across three seasons by checking identification numbers and prior year data before submission.
- Completed the earned income credit due diligence checklist on every one of about 190 credit claims in 2026 with no penalty notice to the office.
- Brought back 71 percent of the prior year's clients in 2026, above the office average of 62 percent, through follow up calls in December.
- Passed the Annual Filing Season Program test each year since 2024 and completed 18 hours of continuing education a year.
Professional Experience
Tax Preparer
Buckeye Tax Express, Columbus, OH January 2024 to present
Franchise storefront filing about 2,800 individual returns a season; seasonal role from January to April with summer amendment work
- Interview walk in and appointment clients, gather wage statements, dependent records and expense receipts, and prepare federal, Ohio and city returns.
- Prepare returns claiming the earned income credit, child tax credit and education credits, completing the due diligence questions and keeping the supporting records.
- Prepare Schedule C for side businesses such as rideshare driving, cleaning and online sales, including the mileage and home office calculations.
- Explain the refund, balance due and payment options to each client and set up direct deposit and installment requests.
- Respond to Internal Revenue Service and Ohio Department of Taxation letters for office clients during the off season.
Office Assistant
Olentangy Bookkeeping Services, Worthington, OH September 2022 to December 2023
Two person bookkeeping office serving about 40 small businesses
- Entered bank and credit card transactions into QuickBooks Online for about 40 small business clients.
- Reconciled monthly bank statements and prepared sales tax filings for the Ohio Business Gateway.
- Scanned and organized client tax documents ahead of the filing season.
Certifications and Training
Preparer Tax Identification Number, Internal Revenue Service, active for the 2026 filing season
Annual Filing Season Program record of completion, Internal Revenue Service, 2024, 2025 and 2026
Electronic filing under the office's authorized e file provider number
Education
Associate of Applied Business in Accounting, Scioto Valley Community College, Columbus, 2023
Core Skills
Individual return preparation · Earned income credit due diligence · Education credits · Schedule C preparation · Ohio and city returns · Electronic filing · Client interviewing · Refund and payment setup · Notice response · Prior year comparison