Abigail Concepcion

Highlighting how my efforts directly support the IRS mission to provide the taxpayer with top-quality service by helping them meet their tax responsibilities, while enforcing the tax law with integrity and fairness to all.

• I conduct personal or telephone interviews with a wide range of individuals who have varying degrees of understanding, or with third party representatives, e.g., CPAs, practitioners, attorneys, who possess a professional understanding. I Provided full explanations to specific inquiries initiated by the individual, generated by notices, or internally generated assignments. These inquiries involve:
• A body of law and regulations that covers one or more types of issues each having different conditions, reporting requirements, or other regulatory provisions that significantly affect and complicate the specific obligation involved.
• Regulations and policies subject to frequent legislative changes or administrative determinations, amendments or precedent decisions that affect specific conditions.
• Programs that include the full range of exemptions, deductions, exclusions, coupled with business taxes involving different types of exemptions, deductions, exclusions, capital gains taxes, gift taxes, excise taxes, employment taxes, and others to advise, inform, assess and collect taxes, and associated liabilities.
• Use sophisticated interviewing techniques, I review individual circumstances and goals, and advised on the most advantageous ways to meet them.
• Elicit sensitive, personal and financial information, e.g., innocent spouse determinations, bankruptcies, and drew out information the individual may attempt to withhold, e.g., additional sources of income, overpayments, to ensure compliance with reporting and disclosure requirements.
• Make determinations and used sound judgment concerning controversial matters in reporting as appropriate the degree to which the individual understood their responsibilities and whether errors in their records reflected honest mistakes or fraudulent intent.
• Developed, analyzed and evaluated information involving the research of records and the nature of each inquiry including the way it was presented in order to inform and advise, answer inquiries, or resolve problems related to the unique circumstances of each individual or fulfill regulatory requirements.
• I Explain what future actions are necessary to achieve voluntary compliance by computing and/or advising on tax liability and probable assessment of taxes in cases involving: varied sources of income, including self-employment, itemized personal and business expense deductions, or carryover/carry back of capital losses and investment credit from prior years, or comparable issues requiring reference to the tax code and precedents.
• Performed other duties as assigned such as guided Taxpayers what steps to take when dealing with identity theft claims.
• Recognized and input Identity theft indicators on accounts as required.
• Processed Amended returns and Math error responses adjusted account errors and closed account issues effectively and timely.
• Issued correspondence to taxpayers to notify of account issues such as math errors or potential Identity theft on account.

• Coordinated office activities and operations to secure efficiency and compliance with company policies.
• Provided administrative support to management team including preparing reports and presentations.
• Monitored payments due from clients and promptly contacted clients with past due payments.
• Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
• Negotiated contracts with vendors, securing favorable terms and cost savings.
• Provided guidance on tax compliance matters related to federal, state, local laws and regulations.
• Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.

• Performed administrative duties such as scheduling appointments, filing paperwork, and managing customer inquiries.
• Used social media content on Instagram, Facebook and LinkedIn to build revenue.
• Developed marketing materials such as brochures, flyers and posters promoting special offers or seasonal discounts.
• Ensured compliance with safety regulations by conducting regular inspections of equipment used during treatments.
• Managed all aspects of customer relations from initial contact through follow up communications after completion of treatments or services.
• Maintained detailed records of financial transactions including client payments, deposits and refunds.
• Developed promotional strategies to increase the visibility of the spa's services within the local community.
• Monitored operations to verify compliance with applicable health, safety or hygiene standards.