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AMY PEGGRAM

Amy Peggram is an accounting expert with nearly 20 years of experience in customer service and office settings. She has held various roles including ILR Claims Associate, Tax Preparer, and Business Owner, demonstrating skills in customer service, tax preparation, and data entry. Peggram holds an Associate and Bachelor's degree in Accounting and is proficient in Microsoft programs and QuickBooks.

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8 views

AMY PEGGRAM

Amy Peggram is an accounting expert with nearly 20 years of experience in customer service and office settings. She has held various roles including ILR Claims Associate, Tax Preparer, and Business Owner, demonstrating skills in customer service, tax preparation, and data entry. Peggram holds an Associate and Bachelor's degree in Accounting and is proficient in Microsoft programs and QuickBooks.

Uploaded by

maysapay4
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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AMY PEGGRAM  Performed tasks such as creating spreadsheets

and presentations through Microsoft programs,


ACCOUNTING EXPERT scheduling tasks, and filing as needed.

(253) 686-2404 | [email protected] | Lakewood, WA ILR Claims Associate


State Farm – Tacoma, WA
11/2013 – 10/2014
SUMMARY
 Received inbound calls and assisted insured
Accounting expert bringing almost 20 years of service- and non-insured individuals.
focused experience in office and branch settings.  Processed claims with speed and quality
Adept at meeting diverse needs of customers with through various programs.
excellent customer service. Fantastic ability to work
independently and with a team. Patient multi-tasker Tax Preparer
motivated to learn and enhance skills in multiple Jackson Hewitt – Tacoma, WA
settings. 11/2004 – 03/2013
Liberty Tax – Colorado Springs, CO
SKILLS 08/2008 – 08/2009
 Customer service & interpersonal  Reviewed financial records to determine forms
 Knowledge of tax laws, concepts, & forms needed to prepare tax returns.
 Checked data input and verified totals on forms
 Electronic documentation & data entry
prepared by others to detect possible math, data
o QuickBooks, Microsoft Programs entry, or procedural errors.
 Verbal & written communication  Utilized appropriate adjustments, deductions,
and credits to maintain minimum tax payment
 Time management & organization
and highest tax return for clients.
 Consulted tax law handbooks and bulletins to
EDUCATION/CERTIFICATIONS determine procedures for preparation of atypical
Blair Junior College – Colorado Springs, CO returns.
Associate of Applied Science in Accounting, 11/2001  Calculated form preparation fees according to
return complexity and processing time required.
National American University – Colorado Springs, CO  Established and maintained rapport with
Bachelor of Science in Accounting, 05/2005 customers to enhance their tax experience.

**Ability to acquire/renew PTIN Customer Service Representative


ACS Inc. – Colorado Springs, CO
WORK EXPERIENCE 04/2010 – 08/2010
Gavin, Austin & Drake – Colorado Springs, CO
05/2009 – 12/2009
Business Owner  Resolved customer complaints by exchanging
ALP Accounting Services – Lakewood, WA merchandise, refunding money, & adjusting bills.
06/2011 – 04/2016  Solicited sale of new or additional services or
 Performed services and tasks such as taxes, products to potential customers.
bookkeeping, data entry for new customers,  Maintained records of customer interactions and
family, and friends. transactions such as recording details of
 Completed above services and tasks via phone inquiries, complaints, and comments, and the
calls, emails, and in-person meetings. actions taken.
 Determined charges for services requested,
Account Clerk/Administrative Assistant collected deposits or payments, and arranged
Randstad Staffing – Kent, WA for billing when necessary.
10/2014 – 06/2015  Completed contract forms, prepared change of
 Received and directed phone calls, guided in- address records, and issued service
person visitors to appropriate person(s) or discontinuance orders.
department(s).
AMY PEGGRAM (page 2)
(253) 686-2404
[email protected]
Lakewood, WA

REFERENCES
Leah Duncan
Caregiver – First Choice In-Home Care
(253) 332-9256

Erin Olson
Group Counselor – Comprehensive Life Resources
(253) 290-7211

Deanna Adams
Case Manager – Catholic Community Services
(850) 461-6994

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