1985 – Present: Federal, State and City Tax Planning and Preparation. Currently, 2015, owner tax consulting/preparation/accounting firm: TAXNOW!, LLC, formed in 2005. Previously, Trust Tax Accountant with over 1,000 Bank clients (2002 – 2006). Review, audit and prepare Federal and multiple State trust tax returns including analysis of trust documents and verification of transactions as to taxability. Take IRS disputes under advisement and resolve for the majority in the clients favor, saving the clients hundreds of thousands of tax dollars. In addition, prepare individual tax returns for high net worth Bank Clients. Managed Tax Office (1997 – 2002) for nationwide tax preparation firm. Also, trained tax preparers for nationwide company (as seen on TV) when they entered the regional market. Grew tax office from 450 customers to over 750 in two years with aggressive marketing. Additionally, prepared federal and state taxes for approximately 100 private clients under my own firm. Currently: Partner with tax planning and preparation firm.
Tax Resolution: Going to the jousting field with the IRS and State/Local Taxing Authorities to gain a foothold on refunds that the IRS and other tax authories have purloined from the Taxpayer... by puting the Taxpayer's best foot forward to resolve tax issues of levy, lien, assessment, garnishment.