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Data modelling Project management Software development Artificial intelligence DatabasesSkills
wireframing internet research tax preparation process mapping project charter tax returns estate planning authentications filing artificial intelligence- Charting the As-Is Process Map of the entire tax filing from Docuentation compilation through refund receipt and/or payments to IRS incuding extension filings.
- Charting a "To-Be" Process Map to achieve Charter Goals and Objectives
- Illustrate the User Design and Requirements based on wireframe for Mobile and Web Applications
- Quantifying the relationship between all those input parameters to the Output (Refund or Payment)
- Developing Algorithm that applies to any year, individual based on their prior data (for a given category of fining)
- Demonstrating a methodology using technology to leverage the Algorithm and populate form to arrive at a projected return and/or a payment
- Filing for refund and/or payment
End Game:
=> Tax Paying Customer uses technology tools on a platform to file their taxes and also receives direct payment from the IRS toward refund from IRS and/or payment to the IRS, including tax extension filings.
Source of Data:
=> Internet CPA Testing Resources to Simulate Tax Filing Processes
=> Internet Research for Tax Statement Samples
=> Include critical categories: Corporate (Profit, Non Profit) and Personal
Providing specialized knowledge in the project subject area, with industry context.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
As a business process improvement coach & consultant I worked with several corporations in different continents over 31 years. After a successful 6-year work experience at General Electric Corporation, I founded my company in 2000, and have been fortunate to successfully deliver in a variety of industries such as manufacturing, technology, transactional as well as service type environments. Having published scientific & technical articles, including authoring 5 US patents I released my book on Lean Six Sigma in 2011. I converse reasonably in Dutch, and Spanish, the skills of which I acquired during my consulting times. To date, the total annualized direct customer benefits have accrued to several hundreds of millions of dollars across the globe in more than 20 years. I enjoy outdoor activities, and meeting people. I am thankful to my mentor (s), past employers, and my professional network members without which most achievements would have been impossible.