Bio
Credentials
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Certified Tax Resolution Specialist
American Society of Tax Problem SolversJan, 2011- May, 2026 -
Certified Quickbooks ProAdvisor
IntuitApr, 2009- May, 2026 -
Enrolled Agent
Internal Revenue ServiceMay, 2008- May, 2026
Experience
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Certified Tax Resolution Specialist
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May 2008 - Present
I have resolved my client's problems with the IRS. I have been successful at securing an installment agreement or an offer in compromise for numerous clients. I am also a Certified Quickbook ProAdvisor,. and I teach Quickbooks in the Missouri City/Sugar Land area. I keep the books for several of my clients, and I prepare tax returns for both individuals and businesses.
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Revenue Agent
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Jan 1980 - May 2008
I audited tax returns of individuals, corporations, partnerships, and trusts. I have worked with the fraud department, appeals, collections, and customer service. My job was to assess tax deficiencies. Now I am working on the other side of the desk (representing clients) instead of auditing them.
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Education
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1972 - 1973American Graduate School of Business - Master of International Business Administration Program
Master of Business Administration (M.B.A.), Accounting and Business/Management -
1963 - 1968University of Oklahoma
Bachelor of Arts (B.A.), Mathematics
Suggested Services
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Industry Focus. “Accounting and Auditing”
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