Javier Morgan

About Javier Morgan

An accomplished professional with extensive expertise in tax advisory, financial…

Experience

1. Bookkeeper and Tax Preparer

   Skane Tax Solutions Llc

   Jan 2013 — Present · US

   As the primary client liaison, I oversee daily tax and advisory services, providing ongoing tax advice and support while ensuring client needs are met promptly and coordinating necessary documentation for tax preparation and advisory services. I manage tax engagements by conducting thorough reviews of client financial data for accuracy and compliance, staying current with legislative updates, and implementing best practices for efficient service delivery. I prepare and review complex tax returns for individuals, trusts, partnerships, corporations, and non-profits, ensuring accuracy, timely filing, and adherence to all federal, state, and local tax regulations. I provide client support and financial advice to minimize tax liability by analyzing financial situations, advising on tax planning strategies, and offering personalized recommendations tailored to each client\'s unique circumstances and goals. Additionally, I supervise and train junior tax preparers, providing mentorship, performance feedback, and fostering a collaborative work environment to enhance their skills and professional growth. I analyze client tax data, conduct in-depth financial record analysis to identify deductions and credits, anticipate tax issues, and ensure accurate and timely tax return filing in compliance with laws and regulations.