Meticulous Tax Advisor excited to bring a four year Intuit background to growing tax preparation company. Expert in preparing local, state and federal tax returns for individuals and small businesses. Highly organized with the ability to multitask and prioritize conflicting assignments.
Fastidious Tax Advisor with expertise in preparing tax returns, extensions and tax planning calculations. Highly adept in responding to IRS and state agency audits and tax notices. Proven leader and accomplished in mentoring junior associates.
This past year I was able to do several different jobs for Intuit. In the fall of 2018 I was able to help the Extenders complete their returns. I then assisted the customers in the Pre-Consult role, explaining the new tax law. During the 2019 filing season for 2018 returns, I was assigned offline reviews. As one of the top Reviewers, I was then called upon to review others offline reviews. I absolutely loved that part of my job.
It was during the 2019 filing season that I discovered, I was spending more time answering others questions if I had any down time. In fact, I found that if I had a question for a lead, they usually just agreed with what I had concluded.
During the 2020 season, assisting with 2019 returns, not only did I work through the filing season, for which the due date was July 15, 2020 but, I didn't finish the season until August 5, 2020. This season including many questions about the Cares Act and the stimulus checks as well as several International questions because agencies were not open for VISAs to be renewed. This extended season covered many IRS questions since IRS employees could not be reached due to the shutdown.
As a Credentialed Tax Expert , CPA, I give guidance to customers and assist them in preparing their taxes by:
My last several years were working as a Senior Revenue Agent in Large Business and International.
As an LB&I Internal Revenue Agent I was responsible for administering the tax examinations of the largest corporations in America. I coordinated examinations of multinational and national corporations, and other complex entities. I was the Team Leader of a group of support specialists, including International Examiners, Engineers, Employment Tax and other Internal Revenue Agents. My cases involved mergers and acquisitions, global operations, transfer pricing and others. I worked closely with taxpayers, often dealing with the senior levels of corporate tax departments and/or their representatives. My job included extensive research, development of issues and in communications with taxpayers.
My duties also included:
I was the Chapter President of NTEU Chapter 11 for two years. During that time I supervised stewards and officers. Represented the Chapter in various committees which required monthly meetings in New York, Maryland, DC , San Diego, or wherever the meeting occurred. I met with Regional and National IRS officials to negotiate and cooperate.
My duties included:
I taught Taxes at Franklin Pierce and at Southern New Hampshire University three times. Each time it was a required course for a degree in Accounting.
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