Experience

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  Downtown Seattle CPA Firm

  • Greater Seattle Area

  • Tax Return Preparer

    • Feb 2019 - Apr 2019
    • Greater Seattle Area

    Prepared partnership, S corporation, C corporation, individual, and trust U.S. and state income tax returns using CCH Prosystem fx tax software

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  Internal Revenue Service

  • United States
  • Government Administration
  • 700 & Above Employee

  • Taxpayer Advocate Service

    • Feb 2014 - Jul 2018

    Revenue Agent Technical AdvisorTaxpayer Advocate Group Manager for the Dallas OfficeSenior Analyst for the D.C. OfficeRevenue Agent Technical Advisor Group ManagerSenior Analyst for Systemic Advocacy

  • Large Business & International Team Coordinator/Revenue Agent

    • Nov 2005 - Feb 2014

    Healthcare Subject Matter Expert for the countryAudit corporations and partnerships in the Seattle area with assets over $10 millionConduct exams of multinational corporations with both domestic subsidiaries and foreign controlled corporationsSkilled Team Coordinator with teams consisting of International Examiners, Financial Products Specialists, Engineers, Appraisers, Actuaries, Economists, Counsel Attorneys, and Tax Computational SpecialistsDevelop comprehensive audit plans of parent and subsidiary corporationsAudit multi-tier partnerships following TEFRA proceduresPerform detailed risk analysis of issues to be examinedWork on emerging tax issues that have been written up in Tax Notes Today and Commerce Clearing HouseTrain beginning LB&I Revenue Agents in the structuring of audits and in IRS procedures

  • Small Business/Self Employed Senior Revenue Agent

    • May 2003 - Nov 2005

    Audited individuals, partnerships, S corporations, and C corporations with assets under $10 millionFocus was on unreported income, personal expenses being deducted, and shareholder/corporation interrelationshipsConducted examinations of abusive tax transactions, a low income housing case, off-shore banking arrangements, and foreign collaterals as well as more typical business entitiesTrained intermediate SBSE Revenue Agents in the intricacies of flow-through entities (i.e. partnerships and S corporations)Performed an acting manager assignment as PSP Program Manager overseeing the Innocent Spouse, National Research, Off-Shore Credit Cards, Abusive Transactions, Anti-Money Laundering, Claims, and Prompt Determinations on Bankruptcies ProgramsSet up the Anti-Money Laundering Program for the states of Washington, Oregon, Idaho, Alaska, and AlaskaPerformed a long-term acting manager assignment for a SBSE exam group - Controlled group inventory, wrote evaluations, interviewed prospective employees, participated on internal ranking panels, reviewed case work, and directed Revenue Agents on their cases

  • Taxpayer Advocate Service Technical Advisor

    • Nov 1999 - May 2003

    Provided technical assistance to the Seattle Taxpayer Advocate and caseworkers in the state of WashingtonProvided back-up technical service for the eleven Taxpayer Advocates and their caseworkers in the states of Idaho, Montana, Colorado, Arizona, New Mexico, Utah, Oregon, Nevada, Wyoming, Hawaii, and AlaskaPrimary liaison with field examination employees and management on Taxpayer Advocate (Form 911) cases being worked in the fieldCoordinated with other Technical Advisers to develop procedures in the handling of cases across the United StatesResolved tax disputes without litigation on issues that had been unable to be resolved previously within the IRS

  • Employment Tax Specialist

    • Sep 1995 - Nov 1999

    Primarily provided assistance to Large Case (the predecessor of LB&I) with employment tax issues and visited the corporate headquarters of the largest corporations in the Seattle areaWorked on reclassification of worker issues, fringe benefit issues, and reimbursement of business expense issuesAssisted Tax Exempt and Governmental Agencies with the audit of one of the largest non-profits in the state of WashingtonVisited various governmental entities throughout the state of Washington to ensure compliance with employment tax laws

  • General Program Revenue Agent

    • Jul 1991 - Sep 1995

    Performed audits of individuals, partnerships, S corporations, and C corporations in the Seattle areaUtilized standard auditing methods and techniques to develop the information received from the taxpayers and performed package audits to make sure all required returns had been filedDeveloped issues through fact finding and research in the Internal Revenue Code and Regulations as well as applicable court cases

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  Public Accounting

  • Greater Seattle Area

  • CPA

    • Jul 1975 - Jul 1991
    • Greater Seattle Area

    Owned and operated a CPA firm in Federal Way, WAWorked as a financial statement and tax accountant for two Seattle CPA firmsWorked as a financial statement auditor for Arthur Andersen & Company