This Tax Senior (EA) brings hands on compliance & advisory experience supporting individuals, business owners, and complex entities across tax compliance, representation, and advisory work. Their background in public practice provides deep exposure to IRS examinations, appeals, and dispute resolution at both federal and state level.
They are particularly strong in client facing advisory, working one on one with high net worth individuals and business owners to explain tax strategy in plain English and improve outcomes. Alongside preparation and review of a wide range of individual, partnership, corporate, non profit, and trust returns, they regularly handle sales and use tax, franchise tax, and multi state issues.
Known for calm authority and thoroughness, they combine technical depth with practical problem solving, often stepping in where matters are sensitive, time critical, or financially significant, and seeing cases through from first notice to final resolution.