Luis Torrealba

Experience

• 

  SUNY New Paltz

  Jan 2023 - Apr 2023

  Volunteer Income Tax Assistant

  • Completed ‘Advanced’ tax law, Standards of Conduct, and Intake, Interview, & Quality Review IRS Examinations.• Built trust with clients by using active listening skills in interviewing, preparing, and finalizing tax return.• Interviewed clients regarding all income, deductions, and credits.• Directly prepared taxpayers’ federal and state tax returns and answered tax related questions.

• 

  Office of the NYS Comptroller Thomas P. DiNapoli

  May 2023 - Aug 2023

  Audit Intern

  • Assisted senior auditors in planning and executing audits. • Participated in meetings with clients to gather relevant information, address concerns, and ensure effective communication throughout the audit process. • Drafted work paper that offered insight into audit findings