Enrolled agent and current PTIN with the IRS. Worked for the IRS for 30 years prior to retiring.

Online and telephone filing season support for Intuit TurboTax.

While with the Internal Revenue Service:I was a Tax Compliance Officer and performed audits of individual tax returns, including Schedule C and Schedule F returns. I met with individuals to review entries on their returns, evaluated the information they presented and determined if the deductions and credits they were claiming met the tax law requirements. I was a VITA instructor and taught volunteers on tax return preparation, including classes to military personnel for… Show more While with the Internal Revenue Service:I was a Tax Compliance Officer and performed audits of individual tax returns, including Schedule C and Schedule F returns. I met with individuals to review entries on their returns, evaluated the information they presented and determined if the deductions and credits they were claiming met the tax law requirements. I was a VITA instructor and taught volunteers on tax return preparation, including classes to military personnel for on-base VITA sites. I taught tax law and audit techniques to newly hired tax auditors in both classroom and on-the-job settings. I led in person and virtual workshops for continuing education for Tax Compliance Officers. I was lead instructor for several classes and was responsible for counseling the students on their progression toward completing training. I was Lead On-The-Job instructor for the Southern California region and oversaw several offices. I dealt with new hires who were not meeting standards or who had conduct issues. As a Senior Tax Specialist, I taught seminars to small business owners on various tax issues including payroll taxes, business structure, filing requirements and record keeping requirements. I developed outreach materials and workshop curriculum that was used in our small business training. I was a Supervisory Tax Compliance Officer and oversaw a group of nine office auditors and two support staff. I oversaw case handling with an emphasis on taking timely actions and efficiently developing case files. I wrote performance appraisals, performance improvement reports, and helped auditors keep control of their inventory to keep cases moving in a positive direction. I worked with employees who were struggling to meet their job elements and helped them improve their performance. I continued as a classroom instructor for newly hired auditors.I testified as an expert witness for the US Attorney's Office in 26 tax fraud trials. Show less