Consultant

• Oct 2016 - Present

Prepare tax returns during the season the rest of our time is spent with Tax Resolution. Prepare tax returns during the season the rest of our time is spent with Tax Resolution.

Tax Preparer

• Dec 2014 - Apr 2016

Prepared tax returns at a Wal-Mart kiosk the first year then managed a storefront the second year with 2 other rotating employees. Prepared tax returns at a Wal-Mart kiosk the first year then managed a storefront the second year with 2 other rotating employees.

retired

• Oct 2012 - Dec 2014

Senior Taxpayer Advocate

• May 1980 - Sep 2012

I worked 17 yrs in Examination as an on the job instructor, classroom instructor ( trained employees to become instructors, tough basic income tax law, alternative minimum tax, depreciation and 1120 S (determination of officers as employees, assessing employment taxes and penalties), reviewed returns selected by computer review for further review by either Field exam or correspondence review, developed program for Earned Income Tax review, directed and monitored the Problem Resolution Project… Show more I worked 17 yrs in Examination as an on the job instructor, classroom instructor ( trained employees to become instructors, tough basic income tax law, alternative minimum tax, depreciation and 1120 S (determination of officers as employees, assessing employment taxes and penalties), reviewed returns selected by computer review for further review by either Field exam or correspondence review, developed program for Earned Income Tax review, directed and monitored the Problem Resolution Project in Exam, work leader of a Correspondence Review unit and manager of a unit that supported field exam. Worked 12 yrs in Taxpayer Advocate and retired as a Senior Taxpayer Advocate. Assisted individuals and business taxpayers with problems with IRS either under review, collection or amended return. Assisted corporate taxpayers with 940/941 returns, taxes and penalties. Assisted taxpayers both individual and business with collection issues to resolve payment posting, penalties and installment agreements as well as offer in compromise. Worked with the Treasury and Justice Departments on offshore accounts and other criminal violations of tax evasion or money laundering. Show less I worked 17 yrs in Examination as an on the job instructor, classroom instructor ( trained employees to become instructors, tough basic income tax law, alternative minimum tax, depreciation and 1120 S (determination of officers as employees, assessing employment taxes and penalties), reviewed returns selected by computer review for further review by either Field exam or correspondence review, developed program for Earned Income Tax review, directed and monitored the Problem Resolution Project… Show more I worked 17 yrs in Examination as an on the job instructor, classroom instructor ( trained employees to become instructors, tough basic income tax law, alternative minimum tax, depreciation and 1120 S (determination of officers as employees, assessing employment taxes and penalties), reviewed returns selected by computer review for further review by either Field exam or correspondence review, developed program for Earned Income Tax review, directed and monitored the Problem Resolution Project in Exam, work leader of a Correspondence Review unit and manager of a unit that supported field exam. Worked 12 yrs in Taxpayer Advocate and retired as a Senior Taxpayer Advocate. Assisted individuals and business taxpayers with problems with IRS either under review, collection or amended return. Assisted corporate taxpayers with 940/941 returns, taxes and penalties. Assisted taxpayers both individual and business with collection issues to resolve payment posting, penalties and installment agreements as well as offer in compromise. Worked with the Treasury and Justice Departments on offshore accounts and other criminal violations of tax evasion or money laundering. Show less