I am an experienced Tax Resolution, Tax Collection and Enrolled Agent professional. Over the last 10 years, I have assisted countless individuals and businesses resolve tax collection, tax audit, and collections issues. My professional history has allowed me to work within both private and government organizations in leading tax roles. Starting off at the Internal Revenue Service (IRS), I gained an extensive understanding of the tax code and proper procedures for managing such a complex system. For the last 10 years, I have spearheaded tax resolution actions with multiple companies. My top responsibilities included preparing and submitting reports and financial statements for IRS, FTB, EDD and Board of Equalization, working directly with individuals to resolve discrepancies, reduce tax debts, and solve audit issues. I am currently an IRS Enrolled Agent. Please feel free to contact me at Jackie_Clarke@me.comProficiencies: Collections Specialist | Tax Specialist | Tax Resolution | Enrolled Agent | Audit Resolution | Late Stage | Investigations | Customer Service | Repayments | Tax Appeals |
Self-Employed
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Independent Tax ProfessionalSelf-Employed Jun 2012 - PresentLincoln, CaliforniaJackie 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
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Tax Resolution SpecialistSignature Tax Mar 2014 - Sep 2014Signature Tax, Sacramento CaliforniaAssisted 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.
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Tax Resolution ManagerFreedom Tax Relief Jun 2006 - Jun 2012Sacramento, California AreaSpecialized 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. -
Personal Assistant To The Ceo And Enrolled AgentTax And Financial Center Mar 2005 - Jun 2006Sacramento, California AreaIncreased 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.
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Revenue OfficerInternal Revenue Service Jul 1994 - Feb 2005Sacramento, California AreaInvestigated 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).
Jackie Clarke Skills
Jackie Clarke Education Details
Frequently Asked Questions about Jackie Clarke
What company does Jackie Clarke work for?
Jackie Clarke works for Self-Employed
What is Jackie Clarke's role at the current company?
Jackie Clarke's current role is Tax Specialist | Collections Specialist | Tax Preparer | Tax Resolution | Enrolled Agent|Life and Health Agent.
What schools did Jackie Clarke attend?
Jackie Clarke attended Weber State University.
What skills is Jackie Clarke known for?
Jackie Clarke has skills like Customer Service, Financial Analysis, Leadership, Analysis, Microsoft Word, Process Improvement, Powerpoint, Management, Tax, Auditing, Financial Statements, Account Reconciliation.
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