Tori Gaylord

Detail-oriented Payroll Tax Analyst with extensive multi-state compliance experience, adept at managing tax filings and ensuring accurate reporting. Proven ability to analyze tax returns, financial statements, and payroll data to optimize tax outcomes. Skilled in implementing tax strategies and collaborating with stakeholders to achieve favorable resolutions.

Committed to upholding strict compliance and accuracy in all payroll tax operations. Eager to contribute analytical expertise and a strong understanding of federal and state tax regulations to Consilio LLC.

Tax Advisor (Remote) (Contract) - Washington & Co. - Bowie

(2025-11 - 2026-05)

• Spearheaded tax planning engagements for over 30 business owners and high-net-worth individuals, identifying federal and state tax-saving opportunities.
• Devised and modeled tax strategies, including the Augusta Rule and Accountable Plans, utilizing entity structuring, compensation planning, retirement plans, tax credits, and deductions via Corvee software.
• Analyzed tax returns, financial statements, payroll data, and projections to optimize tax outcomes and assess planning opportunities.
• Authored and presented client-facing tax planning reports, tax calculators, multi-year projections, and ROI analyses.
• Collaborated with legal counsel, CPAs, and executives to implement tax strategies such as the Augusta Rule and support complex advisory engagements.

Tax Expert (Remote) - Turbo Tax, Intuit Corp - Mountain View

(2023-11 - 2026-01)

• Prepared and reviewed complex individual, business, and trust returns with multi-state considerations, ensuring strict compliance and accuracy.
• Provided real-time advisement on entity selection, tax-efficient planning strategies, and audit risk mitigation.
• Maintained a triple-check verification process (cross-referencing documents, prior-year data, research, and source documents) to achieve a low audit exposure rate.
• Facilitated communication between clients and IRS or state tax agencies, resolving discrepancies and ensuring accurate filings.
• Ensured adherence to federal and state tax regulations by staying current with the latest tax laws.
• Cultivated strong virtual client rapport through clear communication and consistent updates on tax filing status.

Tax & Accounting Professional - Innovative Tax Group LLC - Alexandria

(2017-12 - 2025-11)

• Managed over 120 annual tax engagements across individuals, pass-through entities, nonprofits, trusts, and estates.
• Executed strategic planning and research initiatives that consistently reduced client liabilities while ensuring full compliance.
• Led IRS/state correspondence and audit response efforts, achieving favorable resolution outcomes and maintaining a low audit frequency.
• Applied a structured three-pass quality assurance process, combining precision and efficiency to ensure accurate and timely filings.
• Delivered comprehensive accounting services, including reconciliations, payroll, journal entries, and financial reporting, to support return accuracy and strategic planning.

M.A. - Business Journalism - Baruch College (2001 - 2003)

B.A. - Psychology - St. John's University (1992 - 1996)