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Português
$
USD
Zach Espinosa
@treetrunkptm
Individual Income Tax Preparer
Estados Unidos
Inglês
Sobre mim
I am a customer-focused technical and business operations professional with experience spanning smart home security, technical sales, and tax preparation. I specialize in residential security consulting and remote-first business services, utilizing tools like HubSpot and TaxSlayer Pro to drive efficiency. I am skilled in technical troubleshooting, workflow management, and client-focused solutions.
Habilidades
Zach Espinosa
offline •
Conheça meus serviços
Declarações Tributárias
I will file your prior year tax returns
Experiência profissional
Espinosa Tax Preparation, LLC
Self Employed • Autônomo
Jan 2026 - Present • 7 mos
Founded and operate a remote-first tax preparation and small business services company focused on providing accurate, professional, and customer-focused tax solutions for individuals and small businesses. Manage all aspects of business operations including client onboarding, tax preparation, workflow management, CRM organization, invoicing, document collection, compliance processes, and customer communication.
TurboTax Live Tax Expert & Customer Support Specialist
Intuit • Meio período
Dec 2024 - Apr 2025 • 4 mos
Provide remote tax preparation and customer support services for TurboTax filers through chat and phone-based assistance in a fast-paced virtual environment. Assist customers with tax filing questions, return preparation, software navigation, tax document review, and issue resolution while maintaining accuracy, professionalism, and compliance standards.
Jackson Hewitt - Lead Tax Preparer
Tax • Período integral
Nov 2022 - Apr 2023 • 5 mos
Served as the primary tax preparer for the Kewanee, Illinois location during the 2022–2023 tax season, managing highvolume client intake, tax preparation, customer service, and operational workflow in a fast-paced retail tax environment. Successfully completed 150+ individual tax returns during first season as a professional preparer while maintaining strong customer satisfaction and efficient turnaround times. Frequently enabled clients utilizing refund advance products to leave with funds in as little as 15 minutes. Contributed to rebuilding the location’s customer reputation and online presence by delivering professional, customer focused service that resulted in consistent 5-star Google reviews throughout the season.
