Seasoned Enrolled Agent with a proven track record, showcasing expertise in income tax preparation and exceptional client communication.
Spearheaded IRS audit navigations and tax debt resolutions.
Demonstrates a strong commitment to ethics and professional conduct.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Enrolled Agent
Silverback Tax Solutions
04.2021 - Current
Enhanced client trust by maintaining strict confidentiality with sensitive financial information.
Conducted comprehensive reviews of prior-year returns to identify potential errors or missed opportunities for additional deductions.
Assisted clients in navigating complex IRS audits, providing expert guidance and support throughout the process.
Resolved a variety of IRS issues for clients, including liens, levies, penalties, and unfiled returns.
Enrolled Agent / Individual Income Tax Preparer
Griffith CPA Firm
01.2012 - 04.2021
Prepared accurate and timely tax returns, ensuring client satisfaction and compliance with IRS regulations.
Conducted comprehensive reviews of prior-year returns to identify potential errors or missed opportunities for additional deductions.
Assisted clients in navigating complex IRS audits, providing expert guidance and support throughout the process.
Resolved a variety of IRS issues for clients, including liens, levies, penalties, and unfiled returns.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
General Manager
American Family Entertainment Centers
06.2008 - 01.2012
Managed budget implementations, employee reviews, training, and schedules for entertainment centers (bowling, movie theaters, miniature golf, restaurants, bars, poker rooms, arcades, etc.).
Established comprehensive employee training programs to develop skills and improve productivity.
Relocated to failing entertainment centers to start over by interviewing, hiring/rehiring, and training/retraining the staff.
Worked on a short budget and time-frame to turn the center around.
Assisted in designing and opening a $10 million entertainment center in Deming, New Mexico.
Education
Associate of Applied Science - Business Management
Vincennes University
Vincennes, IN
05.2007
Skills
Income Tax Preparation
Tax Software Mastery
Continuing Education Commitment
Individual Taxation
IRS Representation
Ethics and Professional Conduct
Tax Debt Resolution
Client Communication
Data inputting
Affiliations
Tennessee Society of Enrolled Agents - Treasurer
Certification
Enrolled Agent - 000104957-EA
PTIN - P01556743
National Tax Practice Institute Fellowship - the Highest Achievement Available from the National Association of Enrolled Agents
Timeline
Enrolled Agent
Silverback Tax Solutions
04.2021 - Current
Enrolled Agent / Individual Income Tax Preparer
Griffith CPA Firm
01.2012 - 04.2021
General Manager
American Family Entertainment Centers
06.2008 - 01.2012
Associate of Applied Science - Business Management