VENKATESH ERRAGADINDLA

Acted as an expert 1040 resource, analyzing client situations, and resolving complex tax questions to ensure accurate and compliant return preparation.

Guided clients through federal and multi‑state 1040 issues, explaining tax positions clearly and addressing doubts on deductions, credits, and filing requirements.

Collaborated with preparers and reviewers as a subject-matter expert on individual tax returns, providing prompt, research‑based solutions to client queries.

Interpreted IRS guidance and state regulations to clarify 1040 treatment for unique client scenarios, improving accuracy and client confidence in the return.

• Review prepared Form 1040 tax returns for individuals, verifying accuracy of data entry, mathematical computations, and alignment with supporting documentation such as W-2s, 1099s, and receipts.
• Ensure compliance with current federal, state, and local tax regulations, identifying potential issues, errors, or red flags that may trigger IRS audits or penalties.
• Advise and coach junior staff and preparers on best practices, IRS guidelines, and tax law updates, providing constructive feedback to improve return quality.
• Communicate with tax preparers and clients to request clarification or additional documentation when discrepancies or missing information are identified.
• Resolve identified errors by collaborating directly with preparers, entering necessary corrections, and documenting review outcomes for audit trails and compliance purposes.

• Prepare and file individual tax returns (Form 1040), ensuring accuracy and compliance with current federal and state regulations using tax software such as Drake and Proseries.
• Review and analyze client W-2s, 1099s, and supporting documents to determine eligibility for deductions, credits, and adjustments.
• Interact with clients to collect financial information and clarify documentation, ensuring all necessary forms and backup are complete for federal and state filings.
• Calculate tax liabilities and refunds, ensuring clients receive all eligible credits and deductions while staying compliant with IRS guidelines.
• Advise clients on tax savings strategies and respond to queries about tax filings and IRS correspondence.
• Resolve common discrepancies by requesting additional documentation and clarifying tax data.
• Maintain accuracy and organization in client files and records for audit readiness and regulatory compliance.
• Stay up to date on IRS regulations and new tax law changes impacting Form 1040.