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Working: 9.00am - 5.00pm
Senior Tax Preparer
Kelli Rugamas
ERO, CAA Notary Public, Individual & Business Corporations Income Tax Preparer Accounting/Bookeeping Specialist IRS PTIN, E-file & CAA authorized P&C Insurance Agent
Professional Skills
With over 10 years of experience as a professional tax preparer and IRS-authorized ITIN Acceptance Agent, I specialize in delivering accurate, complaint and client focused tax solutions. My experience includes tax preparation for individual and small business tax returns, guiding clients through complex tax situations, and assisting taxpayers who require an ITIN with confidence and precision
Throughout my career, I've built a reputation for clear communication, attention to detail, and commitment to helping clients understand their options while maximizing their refunds and minimizing liabilities. I stay current with federal and state tax regulations to provide dependable guidance year-round not just tax season.
Whether supporting first-time filers, self-employed individuals, or families, I prioritize professionalism, integrity, and a smooth, stress-free tax experience.
Educational Experience
My educational background includes specialized training in federal and state law, IRS compliance procedures, identity verification standards, and insurance fundamentals. As a CAA and ERO I have completed rigorous IRS coursework and annual due-diligence certifications, ensuring I remain fully aligned with evolving tax regulations. My preparation in notarial practices and P&C insurance licensing further enhance my ability to guide clients through complex documentation, risk management solutions, and financial decisions with clarity and professionalism.
I am committed to ongoing education, continuous improvement, regularly participating in industry workshops, certification renewals, and advance tax law updates. This dedication allows me to deliver accurate, informed and trustworthy services to individuals, families and small businesses seeking reliable support in taxes, identity verification, notarization and commercial insurance protection.