Topline | Gerald (Jerry) Upson

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Gerald (Jerry) Upson

Owner at upsontaxhelp

Intro Book

Gerald (Jerry) Upson is a seasoned tax professional with 20 years of experience, holding various roles at IRS, U.S. Coast Guard, and Bank of America, with a Bachelor of Arts in Business Administration/Finance from California State University-Fullerton.

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Location

Santa Rosa, California, United States...

Skills

Federal Law
Real Estate
Irs
Tax Preparation
International Tax
Tax Research
Tax Law
Tax Accounting
Accounting
Strategic Planning
Tax
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Jerry has 32 years of experience in tax-related fields, including 20 years as a tax professional. His experience at the IRS, U.S. Coast Guard, and Bank of America adds to his credibility. Skills like tax preparation, research, and law are in demand. Location is Santa Rosa, CA, which is a moderate-cost-of-living area. Tax professionals with his level of experience typically charge higher rates. Maybe around $200–$400 per hour? But considering his extensive experience, especially in Federal Law, maybe higher. Some top tax professionals can charge $600+. Let’s check averages. Tax professionals with his background might average $300–$500. So I’ll estimate around $350

Bio

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Topline AI

Gerald (Jerry) Upson, a seasoned tax expert, has spent over two decades guiding individuals and businesses through complex federal, international, and state tax laws. As the owner of Upsontaxhelp, he leverages his extensive experience to provide strategic tax planning, preparation, and research services. Throughout his illustrious career, Jerry has held various distinguished roles, including Revenue Officer at the Internal Revenue Service, where he honed his expertise in tax law and accounting. He also served as an Operations Officer at Bank of America and as an IVC in the U.S. Coast Guard. Jerry holds a Bachelor of Arts degree in Business Administration/Finance from California State University-Fullerton, solidifying his foundation in finance and strategic planning.

Experience

upsontaxhelp
- Owner
  - Jun 2004 - Present
Internal Revenue Service
- Santa Rosa, CA
- Revenue Officer, Collection Division
  - Jul 1971 - Jan 2004
  - Santa Rosa, CA
U.S. Coast Guard
- IVC
  - 1986 - 2000
Bank of America
- Operations Officer
  - 1968 - 1971

Education

California State University-Fullerton

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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Gerald (Jerry) Upson

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate