Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Lulu Peralta

Northridge,CA

Summary

Skilled senior case manager with ten years of tax resolution experience. Exceptional interpersonal, oral, and written communication.



Overview

9
9
years of professional experience

Work History

Senior Case Manager

Rush Tax Resolution
Woodland Hills, CA
07.2018 - 06.2022
  • I was a resource for new case managers; helped them create and complete tasks that will allow them to move the case toward a resolution efficiently while maintaining communication with the taxpayers
  • Kept an inventory of 110 clients; worked with them from start to finish, maintained constant communication, discussed, and obtained an optimal resolution based on their specific needs
  • Completed financial analysis, established installment agreements, currently not collectables, offer in compromise, worked Revenue Officers, and Offer Examiners
  • (433-A, 433-D, 433-F 433-A (OIC))
  • I responded to IRS and state notices, revised and/or release levies and wage garnishments, requested lien release, obtained penalty abatement, negotiated settlements and installment agreements with law firms.

Communication Specialist

Lazar & Company CPA’s
Woodland Hills, CA
08.2015 - 07.2018
  • Receive IRS and state notices on behalf of the client and responded accordingly
  • Complete financial analysis and determine the resolution that will be in the best interest of the client i.e.: installment agreements, currently not collectable, or an offer in compromise
  • Called/mailed request for penalty abatement.

Case Manager

Tax Resolution Services/Tax Defense Partners
Balboa, CA
09.2012 - 03.2015
  • Complete financial analysis and decipher a strategy that will yield optimal results for IRS and/or state liability
  • Established and maintained communication with revenue officers and office examiners to obtain a resolution
  • Received IRS and/or state notices and responded accordingly to avoid active collection
  • Completed financials forms (433-A, 433-D, 433-F 433-A (OIC)) to release and/or revised levies, wage garnishment, and establish installment agreements.

Education

High School Diploma -

John Burroughs High School
Burbank, CA
1999

Skills

  • Proficient in:
  • Word/Excel/Outlook/Google docs/CRM (Customer Relationship Program)/Tax Tools/Ultra Tax/FileCabinet CS/Practice CS/Logics
  • Fluent Spanish speaker
  • Multitasking in fast paced environment with meticulous detail

Accomplishments

Over 100 five-star reviews with the Better Business Bureau.

Timeline

Senior Case Manager

Rush Tax Resolution
07.2018 - 06.2022

Communication Specialist

Lazar & Company CPA’s
08.2015 - 07.2018

Case Manager

Tax Resolution Services/Tax Defense Partners
09.2012 - 03.2015

High School Diploma -

John Burroughs High School

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Lulu Peralta