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I will be your bilingual virtual assistant for your tax office
Bilingual Virtual Assistant For Tax Offices
Hi I'm Rosmeri, a bilingual (Spanish/English) virtual assistant. I work in a tax office, so I understand how busy tax season gets. I help tax professionals stay organized with client follow-ups, docum...
About this Gig
Keep your clients moving without spending your day chasing documents and appointments. I provide EnglishSpanish administrative follow-up for tax preparation offices: welcome messages, office-approved document reminders, appointment confirmations, and concise status summaries.
Every message is human-reviewed before delivery. Tax questions, refund estimates, and filing decisions are always escalated to the tax preparer. Please message me first so we can define your workflow, approved templates, communication channel, and scope.
Purpose:
Business
Work model:
Project-based
•
Weekly assistance
•
Monthly retainer
FAQ
What tasks can you help my tax office with?
I can help with client follow-up calls and messages in English and Spanish, appointment scheduling and reminders, document checklists so your clients bring everything they need, and organizing client lists and data entry. I take care of the follow-up so you can focus on preparing returns.
Do you prepare or file tax returns through this gig?
No. This gig is administrative support for tax offices only — follow-up, scheduling, checklists and organization. I do not receive, prepare or file returns through Fiverr.
Do you work in English and Spanish?
Yes, I am fully bilingual. I can call, message and write to your clients in English or Spanish, whichever they prefer.
How do we get started?
The easiest way is to start with the Starter Trial package. After you order, just answer the short requirements questions (what tasks you need, how many clients, and which calendar or tool you use) and I will confirm the plan with you before I begin.
How do you handle my clients' information?
With care and discretion. Please do not send Social Security numbers or complete tax returns through Fiverr chat — I work with names, phone numbers, appointment details and document checklists only, and everything you share stays confidential.
