Seasoned Enrolled Agent with a proven track record at R&L Associates and the IRS, adept in income tax preparation and fostering client trust. Skilled in financial analysis and tax law, successfully managed high-dollar cases and enhanced revenue through strategic compliance efforts. Demonstrates a strong commitment to continuing education and excels in high-pressure environments.
Overview
47
47
years of professional experience
Work History
ENROLLED AGENT
R&L Associates
01.2021 - Current
Enhanced client trust by maintaining strict confidentiality with sensitive financial information.
Built strong client relationships through clear communication and understanding of individual financial situations.
Resolved a variety of IRS issues for clients, including liens, levies, penalties, and unfiled returns.
Managed a diverse portfolio of individual and business clients across various industries, tailoring services accordingly.
Assisted clients in navigating complex IRS audits, providing expert guidance and support throughout the process.
Facilitated successful interactions between clients and the IRS through adept negotiation and conflict resolution skills.
SENIOR REVENUE OFFICER
Internal Revenue Service, IRS
07.1988 - 01.2015
Increased revenue by implementing effective tax collection strategies and monitoring taxpayer compliance.
Supported management with ad hoc reporting needs, enabling informed decision-making regarding revenue collection efforts.
Increased transparency with clear audit reporting.
Developed strong working relationships with taxpayers, fostering trust and encouraging voluntary compliance.
Provided guidance and service on various financial problems in order to assist taxpayers' in resolving tax issues.
Contributed to a positive work environment through proactive collaboration and effective communication with colleagues.
Maintained detailed case documentation, ensuring accurate recordkeeping and streamlined communication among team members
My case assignment required me to work high dollar case that involved both Business and Individuals in the amount one hundred thousand to over one million.
Lead Tax Examiner
Internal Revenue Service, IRS
06.1981 - 07.1988
Maintained a strong understanding of changing tax codes and legislation, ensuring accurate application during examinations.
Assisted in developing internal policies related to the examination process, promoting consistency across teams while adhering to IRS guidelines.
Provided constructive feedback on colleagues'' work when appropriate, helping improve overall quality of examinations conducted by the team.
Enhanced precision in tax computations through deep understanding of federal, state, and local regulations.
SARGENT E-5
United States Army
01.1978 - 01.1981
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Coordinated communications among infantry and artillery units during field exercises.