Sundara Maffett
Prescott Valley,AZ
Summary
IRS Enrolled Agent and Paralegal specializing in tax resolution, representation, and preparation with expertise in Offer in Compromise (OIC), audit defense, Collection Due Process (CDP) hearings, and financial analysis. Proficient in industry-standard software, including QuickBooks, Lacerte, and Canopy, ensuring efficient case management and accurate reporting. Recognized for crafting innovative solutions tailored to clients' unique needs while fostering a collaborative environment that prioritizes open communication. Committed to understanding diverse perspectives and working closely with clients to achieve effective mediation and resolution outcomes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Tax Resolution Specialist / Enrolled Agent
Kennedy Tax Solutions
06.2023 - Current
- Represented taxpayers in Offer in Compromise and Collection Due Process hearings, resulting in levy releases and improved collection outcomes.
- Reviewed IRS account and wage & income transcripts to identify collection status and CSED timelines; developed compliant resolution strategies for clients.
- Paralegal duties: Drafting Motions, providing legal briefs from FOIA reports, and assisting with the United States Tax Court cases.
- Prepared individual and business tax returns in compliance with federal requirements, including reporting of securities transactions and cryptocurrency activity.
Bookkeeper
Sir Speedy
05.2022 - 05.2023
- Maintained and reviewed accounts receivable, accounts payable, and general ledger records in QuickBooks, ensuring clean financials for tax preparation and reporting.
- Performed detailed account reconciliations and prepared financial reports, identifying discrepancies and ensuring clean financials for tax and compliance purposes.
Education
Bachelor of Science - Business Administration
University of Phoenix
Tempe, AZ05-2022
A.A.S. - Paralegal Studies
Yavapai College
Prescott, AZ05-2022
A.A.S. - Accounting Studies
Yavapai College
Prescott, AZ01.2010
Skills
- Tax representation and negotiation
- Tax preparation for individuals and businesses
- Transcript Analysis & CSED Review
- Financial statement analysis
- Bookkeeping & QuickBooks Clean-up/Reconstruction
Certification
Enrolled Agent - IRS, September 2025
Additional Experience
- Diener Law PLLC – Contract Paralegal (Family & Estate Planning)
- Spa Director – Mind Body & Soul / Sundara Sanctuary Wellness Spa
Timeline
Tax Resolution Specialist / Enrolled Agent
Kennedy Tax Solutions
06.2023 - Current
Bookkeeper
Sir Speedy
05.2022 - 05.2023
Bachelor of Science - Business Administration
University of Phoenix
A.A.S. - Paralegal Studies
Yavapai College
A.A.S. - Accounting Studies
Yavapai College