Tax professional with experience in tax resolution, IRS correspondence, and individual and business return preparation. Manage client portfolios, resolve notices and audits, and deliver clear, timely support across a range of tax matters.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Contract CPA-Tax Resolution
Tax Defense Network
06.2024 - Current
Resolved tax notices and audits, corresponding with the IRS on behalf of clients regarding Offer in Compromise (OIC), Installment Agreement, Penalty Abatement, Currently Not Collectible (CNC) status, wage levy, and bank lien.
Prepared tax defense returns for client cases at a tax resolution firm.
Prepared tax returns for individuals, S-Corps, and partnerships, ensuring accuracy and compliance with tax regulations.
Reviewed IRS notices and identified required responses for client files.
Analyzed financial records to support tax dispute strategies and filings.
Senior Tax Advisor
Uplinq
12.2022 - 06.2024
Prepared 150+ tax returns annually, including individual, S-Corp, and Partnership returns.
Resolve tax notices and audits, and correspond with the IRS on behalf of clients, including Offer in Compromise (OIC), Installment Agreement, Penalty Abatement, Currently Not Collectible (CNC) status, Wage Levy & Bank Lien.
Managed client portfolio with focus on onboarding, communication, relationship management, timelines, and deliverables.
Responded to client tax inquiries with professionalism and clarity, ensuring comprehensive understanding of tax matters.
Tax Researcher
National Association of Tax Professionals (NATP)
09.2019 - 12.2022
Answered incoming federal tax questions from tax professionals primarily via phone, providing accurate and timely information.
Developed and proofread tax-related materials for clarity and readability, enhancing understanding for end users.
Remain current and expand tax knowledge by reading tax updates, attending tax seminars.
Participated in E-Learning events and acted as a subject matter expert in areas of expertise.
Outlined key duties and tasks for the position to ensure clarity in role expectations and responsibilities.
Team Lead(Seasonal)
Intuit Turbo Tax
12.2020 - 08.2022
Provide training and coaching to tax experts and associates.
Created high-quality customer interactions that instilled confidence through empathetic tax advice.
Assisted tax experts and associates with resolving general tax questions and concerns to enhance client support.
Utilized government websites, professional resources, and team expertise to deliver accurate answers to clients.
Apply defined procedures, practices and company policies to troubleshoot and address tax concerns.
Managed daily tasks related to tax preparation and client support.
Tax preparation - Sole proprietor business and Individual tax returns (1040 forms).
Tax Advisor (Seasonal)
Intuit Turbo Tax
01.2017 - 04.2019
Tax preparation - Corporate, Partnership and Individual (1040, 1120, 1120S and 1065 forms)
Created high-quality customer interactions that instilled confidence by applying deep customer empathy in tax advice.
Utilized government websites, professional resources, and team expertise to deliver accurate answers to clients.
Apply defined procedures, practices and company policies to troubleshoot and address tax concerns.
Managed job responsibilities to ensure efficient workflow and timely completion of tax preparation tasks.
Education
Master’s - Business Administration
Northern Kentucky University
12-2023
Bachelor of Science - Administration
University of Ghana Business School
Accra, Ghana
05-2007
Skills
IRS Audit Representation, Offer in Compromise (OIC), Instalment Agreement, Penalty Abatement, Currently Not Collectible (CNC) status, Wage Levy & Bank Lien Release
Tax preparation
Tax Compliance Software
Staff deliverables management
Microsoft Office suite (Word, Excel, Access)
Cloud Collaboration Tools
Complex Problem Solving
Negotiation
Client Advocacy
Time management
Attention to detail
Staff deliverables management
Tax Credentialing
Certification
Licensed Certified Public Accountant, license issued on 03/16/2022 by the Ohio Board of Accountancy. License number is 57328
Volunteer Activity
Lions Club, I am a member of the Lions Club. We help our community and make impact in peoples lives.Lions volunteer for many different kinds of projects such as caring for the environment, feeding the hungry, aiding seniors and the disabled and sponsoring international exchanges for young people.