Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tori Gaylord

Alexandria,VA

Summary

Detail-driven Tax & Wealth Advisory Professional with 8+ years of experience in tax compliance, strategy, planning, and client advisory across individuals, small businesses, trusts/estates, and nonprofits. Known for an exceptionally thorough, triple-check review process that ensures accuracy, efficiency, and a consistently low audit rate. Experienced serving high-earning professionals and business owners with complex, multi-state, and pass-through filings. Recognized for blending technical tax expertise with forward-looking advisory, delivering both compliance and strategic planning value. Open to remote opportunities.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Tax Expert (Remote)

Turbo Tax, Intuit Corp
11.2023 - Current
  • Prepare and review complex individual, business, and trust returns with multi-state considerations, ensuring compliance and accuracy.
  • Provide real-time advisory on entity selection, tax-efficient planning, and audit risk mitigation.
  • Maintain a triple-check verification process (cross-referencing workpapers, prior-year data, and source docs), driving low audit exposure.
  • Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
  • Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.

Tax & Accounting Professional

Innovative Tax Group LLC
12.2017 - Current
  • Manage 120+ annual tax engagements across individuals, pass-through entities, nonprofits, trusts, and estates.
  • Implement strategic planning that consistently reduces liabilities while safeguarding compliance.
  • Lead IRS/state correspondence and audit response, with favorable resolution outcomes and low audit frequency.
  • Apply a structured three-pass QA process that combines precision and speed, ensuring filings are both accurate and efficient.
  • Provide end-to-end accounting services (reconciliations, payroll, journal entries, financial reporting) that support return accuracy and planning.

Education

M.A. - Business Journalism

Baruch College

B.A. - Psychology

St. John’s University

Skills

  • Tax Compliance & Planning: 1040, 1120S, 1065, 1041, 990; federal & multi-state
  • IRS & State: Notices, correspondence, negotiation, audit defense, penalty abatement
  • Advisory: Tax-efficient strategies, entity structuring, retirement/estate considerations
  • Accuracy & Efficiency: Triple-check QA process, low audit rates, high-volume return efficiency
  • Accounting Ops: Reconciliations, payroll, journal entries, financial reporting (GAAP-aware)
  • Workflow: Busy-season management, client service, remote collaboration
  • Systems: Tax Wise, Turbo Tax, QuickBooks, NetSuite, Excel, ADP, TurboTax Pro; Slack/Teams

Certification

  • Maryland Licensed Tax Preparer – Active through Mar 2027
  • Enrolled Agent (EA) Candidate – Completion Expected Fall 2025

Timeline

Tax Expert (Remote)

Turbo Tax, Intuit Corp
11.2023 - Current

Tax & Accounting Professional

Innovative Tax Group LLC
12.2017 - Current

B.A. - Psychology

St. John’s University

M.A. - Business Journalism

Baruch College

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