Tax Professional - Tax Defense Network - Remote
(2024-05)
- Negotiate with IRS CNC/ OIC/ I-A /Penalty abatement/Identity Theft
- Written communication with IRS ACS
- Strategize a custom resolution for Federal and State tax authorities
- Compliance with back taxes
- Negotiate with Revenue Officers
- Communication verbally and written with taxpayers
- Prepare tax analysis reports
- Tax Planning
- Manage High Volume
- Research valid tax law and tax issues
Tax Professional - Tax Audit - Remote
(2022-07 - 2024-05)
- Audit/recreate tax returns to identify how the taxpayer arrived at their IRS filing
- Review IRS and various state notices for accuracy, i.e., CP75, CP2000, CP2505, etc.
- Respond to IRS and state taxing authorities in defense of the taxpayer
- Research valid tax law and tax issues; set up database templates for easier research
- Follow up with IRS agents, taxpayers, and other stakeholders regarding modified return(s)
- Track the timeline for resolution before NOD
Tax Preparer - Broadstreet Financial Group - Nevada City, CA
(2021-01 - 2021-04)
Seasonal role
- Personal, Small Business, Real Estate, and Trust tax return preparation
- Complete forms for simple through complex returns: 1040, 1041, 1065, 1120
- Craft supporting amendments: 3115, oil and gas royalties, and others
- Provide 1031 tax exchange forms where needed
- Prepare for tax audits when required
Executive Legal Assistant and Office Manager - Kennedy Tax Solutions
(2019-12 - 2020-12)
Design and set up new office space for attorneys and CPA staff tax practice, including physical and electronic filing systems, real estate issues in collaboration with attorneys, ensure document encryption for outbound information, set up vendor accounts, and streamline office procedures while creating a complete client database.
- Create and implement office policies and protocols for staff and clients, while adhering to the standards and procedures required by both entities
- Implement new software programs, deploy secure servers, train staff on programs and procedures, and hire additional accounting and legal support
- Monitor all calendars for court and tax deadlines
- Assist in document preparation for the United States Tax Court and other state courts, including subpoena preparation, Requests for Documents (discovery), interviewing witnesses, and preparing outgoing correspondence for Revenue Agents' appeals clients
Financial Advisor - Finance of America dba Stanford Mortgage - Grass Valley, CA
(2016-05 - 2019-04)
Mortgage advisor: prepare underwriting packages for senior personnel, including analyzing financial documents, reviewing commercial and personal leases/contracts (including 1031 tax exchanges), personal and business credit analysis, and assessing risk management
- Securely manage open communication with stakeholders while maintaining the confidentiality and security of sensitive documents
- Research compliance and program issues to offer clients, co-workers, and branch executives solutions
- Review and resolve title report issues, support senior underwriters, and coordinate scheduling of meetings and loan-closing appointments
Various Roles - Various
(2011-06 - 2016-05)
Relocated to Grass Valley, CA and worked on renovations of new home
- Self-Employed: Real Estate Paralegal - Orinda, CA
- Robert Half Agency: House Corporate Real Estate Paralegal
- State of CA, Dept. of Trans: Legal Intern - Jun 2012
- Return to school: Sep 2010 - 2012
Broker - Real Estate Development - Self-Employed - Eureka, CA (1995 - 2006) | San Ramon, CA (2006 - 2011)
(1995-03 - 2011-06)
- Increase annual business, year-over-year, by 10% with a steady, stable growth plan
- Inspect development sites, appraisal analysis, and review existing lease terms, including negotiation of terms, lease renewals, and drafting new complex lease contracts
- Evaluate and validate financial documentation to pre-underwrite loan applications
- Implement quality control procedures and standards, approved budgets, and vendor contracts
- Obtain private and commercial funding, research zoning, and tax issues
- Implemented a successful exit plan: sold the company before market concerns
