AIDA ALLEN-ANDERSON

RESOLUTION WORK:

• Communicate with the IRS and state taxing authorities to determine status of client's tax debt and secure collections holds via ACS.
• Analyze financial documents and tax transcripts. and setup Installment Agreements.
• Negotiate the release of liens and levies, address penalties, and resolve unfiled returns for clients when needed.
• Utilize Innocent Spouse Relief provisions when needed.

TAX WORK:

• Supervised and trained 12 staff members.
• Built strong client relationships, resulting in a client retention rate of 98%.
• Prepare and file income tax returns, extensions, and amendments for individuals, small businesses, nonprofits, and multi-state organizations, ensuring compliance with federal and state regulations.
• Full Charge Bookkeeping
• IRS Certified Acceptance Agent

• Provided expert guidance and support to over 200 tax professionals, addressing tax queries and offering product-related assistance.
• Coached tax experts in effectively applying tax knowledge to clients' tax returns, enhancing accuracy and compliance.
• Collaborated with a dedicated team in the Adopt a Small Business Program to mentor entrepreneurs, leveraging digital tools like QuickBooks and Mailchimp to optimize financial operations and enhance customer engagement.

• Provided product support, tax advice and resolved complex tax issues, identifying deductions and credits, maximizing client returns using thorough research thereby fostering customer relationships and trust, either remotely or via chat.
• De-escalated challenging interactions, ensuring positive customer experiences.
• Participated in the Full Service Tax Expert pilot program since its inception in 2018, offering end-to-end remote tax preparation and insights to enhance outcomes using a one-way camera to review documents and interact with clients securely and efficiently ensuring client satisfaction and IRS compliance.
• Conducted accurate and timely online tax preparation sessions within peak filing deadlines, enhancing firm reputation.
• Assisted customers in navigating IRS audits, providing expert guidance and support.

• Coordinated with cross-functional teams such as accounting departments or legal counsel when necessary for seamless service delivery.
• Trained in all aspects of tax resolution from sales to IRS contact, to closed engagement.
• Used IRS Logics and worked collection cases.
• Communicated with the IRS and state taxing authorities to determine status of client's tax debt and secure collections holds.
• Prepared financial analysis.
• Setup installment agreements via ACS.

• Communicated with the IRS and state taxing authorities to determine status of client's tax debt and secure collections holds.
• Setup IRS installment agreement as needed.
• Prepared and filed current and missing tax returns, when needed.
• Prepared Financial analysis.
• Guardianship accounting