Summary
Overview
Work History
Education
Skills
Timeline
Generic

Priscilla Lima

Hollywood,FL

Summary

Dedicated to quality representation of individual and business taxpayers before the IRS. Skilled in developing strategic plans for tax resolution. Pursuing a role in tax preparation services to further enhance skills.

Overview

18
18
years of professional experience

Work History

Enrolled Agent

Steven Klitzner, PA
Miami, FL
02.2005 - Current
  • Assigned to complex and/or strategic focused tax resolution cases
  • Accurately prepare and document financial statements
  • Determine best collection alternative based on financial status and overall factors
  • Solely responsible for all audit and tax court cases
  • Release bank and wage levies
  • Release, discharge, and subordinate Federal Tax Liens for real estate transactions
  • Research IRS Codes, Regulations, Revenue Manual, & U.S. Tax Court cases for staff
  • Maintain professional and cordial relationship with IRS personnel and tax professionals
  • Assist attorney with special projects including presentations, advertising campaigns, etc.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities.

Education

Bachelor of Arts - Accounting

Florida International University
Miami, FL
12.2020

Skills

  • Active EA License since 2011
  • Valid PTIN
  • Financial Statement Analysis
  • Tax Code Knowledge
  • Tax-Related Research
  • Due Diligence
  • Client Tax Resolution Services
  • IRS Correspondence
  • US Tax Court Petition Filing
  • Bilingual- Spanish

Timeline

Enrolled Agent

Steven Klitzner, PA
02.2005 - Current

Bachelor of Arts - Accounting

Florida International University
Priscilla Lima