Carlos J. Ruiz Jimenez

Explain tax law(IMF/BMF) using available tools like ITLA, Publications, IRM, IRS webpage, to customers and third parties related to their issue in simple way for easy understanding. Provide available options in case taxpayer states an unfair treatment to their issue/case. Adjust accounts to correct math errors on individual and business accounts, input of penalty waivers(IMF/BMF), review accounts to resolve balance due issues, set up agreements based on taxpayers situation, and if necessary, complete and analyze financial statements for proper resolution of collections issues. Explain consequences of non compliance issues in balance due accounts, delinquent returns, Exam or Underreported issues. Request NFTL if necessary.

Confer with taxpayers, tax preparers and accountants to explain account changes and advise of any compliance issues to be resolved based on notices received or account transcripts requests.

Knowledge in IRA, Pension, Employment tax, Sale of Home, Correspondence cases. Assist the manager when requested, including responses to TM, work with employees time report.