Experience

• 

  Tax Defense Network,

  • Owner/Principal Consultant

• 

  J&M Associates Tax LLC

  • Baltimore, MD

  • Owner/Principal Consultant

    • 2009 - Present
    • Baltimore, MD

    I develop new business and manage relationships with a book of 500-750 clients building new business via networking, and Google AdWords and radio advertising campaigns. I consult with clients to provide tax advice and develop effective tax resolution strategies, including application for IRS programs such as Offer in Compromises and Innocent Spouse Cases, as well as negotiating Installment Agreements and releasing levies and wage garnishments. In addition, I manage all daily office operations including financial management and creation of budgetary analysis of cash flow predictions.I also proactively identify and cultivate partnerships with tax resolution companies to provide outsourced back end services including developing and managing client accounts, assisting with upsells, client intake, outgoing sales calls, and billing activities, and supervising staff. My current corporate clients include Anderson Bradshaw Consulting, and Paramount Tax Relief in Los Angeles, CA, the Tax Defense Network in Jacksonville, FL, Victory Tax Solutions, in Ann Arbor, MI, Clean Slate Tax, in New York, Attorneys Tax Relief, in Chicago, IL.KEY ACCOMPLISHMENTS:- Generated over $2.4 million in corporate revenues for 2017- Participated in growing monthly revenues from $5K to $100K for Anderson Bradshaw Consulting- Ranked as an Elite partner for successfully resolving tax cases at the highly regarded Tax Defense Network - Consult for a staff of five in-house attorneys to ensure best practices and efficiency in providing tax preparation and resolution services to clients of Victory Tax Solutions- Consult and manage resolution team for Clean Slate Tax, including reviewing best practices and work product