From: Joshua T., Intern 2016
Brenda is very knowledgeable and was able to tell me about some of her experiences in the field. What she told me was not only tips about doing some of the calculations. She taught me lessons about what to look out for in the future and how I should protect myself by documenting the business conversations that I have with people. She told me to document deadlines, or anything of importance to protect myself and my job security.
Brenda has introduced me to many members of the NATP (National Association of Tax Professionals) and her other colleagues to help me gain more insight into the finance and accounting field to better wrap my head around some of the opportunities that lie ahead of me. I learned some valuable information from these people and will carry this into my life as well.
Brenda taught me a lot of other very important thing that I can take into my life and especially as I move out of the college phase into the real world. I must take everything serious from this point because I must find something that I want to do for the rest of my life.
During my internship I was able to thoroughly review all tax paperwork that would go into a client’s file. I would go through the paper work check for any errors in the preparation process and by doing this I was able to see what a correct example of a return looks like while being able to identify a problem if there is one and critically think of a way to solve it.
This experience as a whole was a very beneficial way to spend my summer. I learned so much about the accounting field from Brenda and I am confident that what I learned over the 120 hours has already made an impact in my life. I have gained motivation, a stronger insight, and overall interest in the finance field.
Overview of Learning Goals
Learn to create an organized system to keep track of and file tax paperwork
Learning the importance of confidentiality
Learned to make a business plan to set goals and a schedule to reach them.
Learned to listen to teammates and use their knowledge to make better future decisions
Learned to review and prepare basic tax forms (1040) with assistance