Jackie Clarke Email & Phone Number

Lincoln, California

Jackie Clarke, EA Tax Resolution Services July 2012 - PresentProvide independent consulting services to individuals and small businesses, specializing in resolving tax collection and audit issues.Represent clients before the IRS and state taxing agencies. Specialize in: Audit Reconsideration, Offer in Compromise, Penalty Abatements and Adjustments, Account Reconciliation, Installment Agreements, Innocent and Injured Claims, Tax Preparation and Appeals

Signature Tax, Sacramento California

Assisted in establishing tax service start-up by providing taxation expertise and customer service for annual tax completion and reporting. Initiated tax return processes by analyzing financials for clients offering solutions-based initiatives to resolve tax collection issues with IRS or Franchise Tax Board (FTB). Conducted client interviews and orientations, explaining tax resolution processes and expectations, speed of completion, and desired outcomes. Negotiated with IRS and FTB to establish payment plans, abate penalties, and present new tax returns for account closure; reduced client settlements by 15%. Reduced tax debts by 98%, from $1 million to $20,000, and 100%, from $500,000 to $0, via negotiations with IRS and re-review of tax returns for settlements.Sustained 90% success rate in tax debt settlements working with contractors and large business clients.

Sacramento, California Area

Specialized in collection resolution offering compromise, installment agreements, hardships, innocent and injured spouse, and penalty abatement. Prepared reports and financial statements for IRS, FTB, EDD and Board of Equalization to resolve discrepancies and reduce tax debts or audit issues. Tasked with training, coaching and mentoring new agents; developed team knowledge on IRS policies, processes and negotiating techniques. Exceeded monthly quota by managing 100+ client cases, closing 30 a month.Presented client financials proved accuracy in reporting; achieved tax offer reducing client debt 99%, from $300,000 to $3,000. Sustained a 95% tax settlement rate for client tax reporting.

Sacramento, California Area

Increased efficiency and productivity 15% by conceptualizing and introducing a new tax return extension policy reducing workforce needs, within one month of hire. Specialized in preparing children’s trust returns, gift tax returns and estate tax returns. Reduced outside legal fees 20% by facilitating litigation preparation.

Sacramento, California Area

Investigated asset disclosures and identified delinquent taxpayers to collect unpaid taxes, managed up to 80 cases simultaneously. Utilized IRS transcripts, credit reports, and taxpayer records to identify delinquent taxpayers and their assets; determined ability to pay and took action to collect unpaid taxes via filing liens, levies and seizure and sale of assetsPerformed field calls to delinquent taxpayers, performed collection investigations to determine assets and value of those assets Selected to serve on special team to restore taxpayer confidence in IRS and mitigate risk in affiliation with IRS Restructuring and Reform Act of 1998 (RRA98).