Update

Since my last post back in December...I have been quite the busy bee!

I saw an ad in the job classifieds and called about it. Turns out, it was for Liberty Tax. So, I thought what the heck...I'll take the rapid tax class and see what happens. Worst thought was I wouldn't get a job, right?

Well, only the best has happened. Not only was I the first one they interviewed to join the Liberty team, but I was also put into training as a processor.

So, not only do I prepare people's taxes for them, I process also. I know most everyone understands what preparers do, but let me explain the processing part of taxes.

The processor is the one that double checks, transmits to the IRS/state, assembles, prints checks, and basically does the behind the scenes work of a tax office. We also handle and correct any errors or rejects that come back to us. So, I'm constantly running around the office, back and forth between assisting customers with preparing their taxes and taking care of everything else. Of course, I'm not the only preparer or processor! There were others hired to prepare and process as well.

Some were hired as reception...which I am thankful that's NOT what I was hired for. Others were hired only as preparers...while a very small handful (me and I think one or 2 others) were hired for preparer/processor. I love it though...it constantly keeps me busy as I always have something to do! Either assisting a customer with their taxes, fixing errors/rejects, assembling, etc.

My boss, aka the owner, told me after the first couple of days that he wanted me on his "A Team" and that's where I'm at. All preparers have to be at least level 1 certified to prepare taxes. Well, I am level 1 right now, but have already been sent my level 2 exam...and have a feeling that I will receive the level 3 exam (which is the highest level for preparers) once I complete level 2. He also has me (the only processor aside from himself and Diana {his mother and main processor}) handling state as well as federal errors.

I also, as he told me last week, have the highest close rate of any of the preparers that work in his 3 locations. That is, for a level 1, first year preparer. I'm sure those that have worked for him before have higher...and, I am also at a good average for time as far as preparing returns. I also have one of the higher returns prepared rates, right now I'm almost at 50...and it's only about 2 weeks into the busy part of the season. I probably do about 5-15 returns each day that I work. Which, is great b/c at the end of the season, there will be a nice little bonus check for me! And, at 3% per return...that will be nice! Right now, I'm already up to about $500 bonus check...provided I calculated right! I always have trouble with that! Ha Ha Ha!

Anyway...David (the owner) has already asked me to return next year and work for him during tax season. I told him that I would. I'm also thinking about asking him about the possibility of working year round for him. All of Liberty's offices are open year round, not just for extensions and amendments, but to offer free tax advice and be there if the customer needs it.

I also have the feeling that he's grooming me to become a supervisor/office manager for the main office...which is the office I work in. Who knows...maybe I have a new career? LOL! Not that I don't want to get back into pharmacy, but there just aren't any RX jobs out there right now. Aside from the hospitals, and I can't work there b/c of my physical limitations!

Anyway, just a short update on where I'm at and what I'm doing. So, if you haven't already done your taxes...come see me at Liberty Tax on Randleman Road...I'm at the one across from BB&T, beside Mrs Winners...the one closest to Vandalia Road. I can make you an appointment and get you in and out quickly...and if you act quick (before Feb 15th), while it's still on...you'll get $50 in your hand when you walk out of the store once we've completed your return!!! So...come on and see me at Liberty Tax...where you can "Have Fun & Get Your Taxes Done!"