Ms F. Email & Phone Number

Texas, United States

Real estate investment, property management, tax consultation.

Austin, Texas

Analyzes applications and issues determination letters on a variety of defined contribution plans and certain defined benefit plans under applicable Internal Revenue Code provisions. Examines and interprets the provisions of plans and documents accompanying applications. Analyzes information in exhibits and applies technical tests to determine if applicable statutory and other requirements are met.Audits returns filed in connection with the above plans. Considers probable effects of contributions and benefits, and ensures that plans are benefiting employees in general and do not discriminate in favor of highly compensated employees.Analyzes amendments to existing plans to determine if their qualification or exempt status isadversely affected. Examines termination of a plan and determines if discrimination will result and if a valid business reason existed for such action.Examines employer's return for employee’s pension or profit sharing plans to substantiate deductions for contributions made under deferred compensation plans. Examines accounting practices and bookkeeping systems of pension and profit sharing plans. Determines responsibilities for return filing, secures delinquent returns and performs discrepancy adjustments.Confers with customers to determine whether the plan satisfies all the requirements for qualification.Contacts third parties to obtain or verify information. Proposes revocation of trust’s exempt status when related plan has ceased to qualify.Identify EP tax law compliance trends or problems that may be addressed by modification and/or expansion of EPCRS programs and by customer education and outreach. Analyzes applications and issues determination letters on the classification of the most complex pension, profit sharing, and stock-bonus and bond purchase plans under applicable Internal Revenue Code

185 Lennon Ln Walnut Creek Ca 94598

Conducting interviews, financial analysis, and advising taxpayers in IRS tax law compliance & obligations. Auditing tax returns such as individual income, excise, and employment taxes.Providing customer account analysis of taxpayer’s financial status and tax prep services.Retrieves transcript of account(s), accepts cash and issues receipts, prepares daily cash transmittals, processes requests for copies of tax return and assists with federal tax deposit preparation.Provide education and awareness of optional electronic service channels to meet taxpayers’ needsPerforms research, analysis, penalty and interest tax computations, makes adjustments as appropriate, credit transfers, payment tracers, manual refunds, penalty abatements.Serves as a technical support and advisor for other personnel assigned within the Division by researching complex tax law or procedural questions which frequently involve issues that are not clearly defined.Collects delinquent tax debt through installment agreements, payroll deduction, liens, levies, other IRS collection strategies.Provides managerial technical support to troubleshoot and or reset Q-matic to monitor and facilitate traffic management within the Taxpayer Assistance Center.

1301 Clay Street Oakland, Ca 94612

Timesheet submission, payroll data entry, and leave balance audits.Updated, maintained employee personnel records. Generation of month end reports, statistical reports, and ad hoc reports. Processed incoming and outgoing mail for 40+ office staff.Filed, maintained accuracy of confidential records of personnel, taxpayers, and other various IRS records.Booked travel arrangements, badge access, and conference sites for management and senior officials.Receptionist for in person and phone in taxpayers, routing calls and relaying messages to various personnel.Assessed IRS tax penalties to closed audit exams using Internal Revenue Manuals (IRM) code 6209.Assisted Revenue Agents with assembling and organizing case files and related documents.Prepared bank deposit analysis excel spreadsheets for Revenue Agents. Created excel spreadsheets for Revenue Agents of promoter case client lists obtained through promoter supplied software.Prepared form letters, documents and memorandums for internal and external use. Ordered supplies for Revenue agents, Tax Compliance Officers, Exam Managers, and other staff in outlying posts of duty.

1301 Clay Street Oakland, Ca 94612

Issued and verified EINs (Employer Identification Number) and P-TINs (Preparer Tax ID numbers).Advised and enforce tax deposit requirements, filing requirements, deposit methods, collection activity on account. Executed collection action on delinquent tax accounts via installment agreements, liens, levies, payroll deduction.Granted tax collection holds for delinquent tax accounts.Executed penalty and interest abatements.Generated IRS form letters to taxpayers regarding account adjustments and balance status.Tax preparation of employment tax forms 940/941/944/schedule B/etc.Enforcement of tax law and regulations covering employee plans, exempt organizations, Indian tribal, local, state or Federal Government entity filings.Determined organization’s qualifications for recognition under Sections 401 or 501 of the Internal Revenue Code and advised of the steps required to receive such recognition. Prepared verification letters explaining the organization or plan’s status.Applied revenue rulings to appropriate situations, elicited sensitive and financial information to ensure compliance with reporting and disclosure requirements.Resolved exempt status inquiries orally or in writing, on a variety of exemption-related issues. Made determinations concerning controversial matters in reporting the degree to which the individuals understood their responsibilities and whether errors in their records reflected honest mistakes or fraudulent intent.Recommend more efficient ways to provide quality service to taxpayers, their representatives, or third parties.

2300 Clayton Road Concord, Ca

Financial accounting and maintenance of insurance payment database, customer account management of personal line insurance policies. New sales/cross-sales/remarketing/cancellations of personal lines insurance products.Telephone & face-to-face customer service, complaint submission, claims filing, cold calling sales sessions.Executed electronic and paper document filing in databases.Facilitated system upgrade software and equipment training.Referred commercial insurance products to commercial sales agents.Accomplishments: Maintained accurate typing speed of 45+ words per minute.

2401 Waterman Blvd Fairfield, Ca 94534

Opened new deposit accounts/ products and services. Provided customer service, account maintenance changes and updates, accounting. Accepted bank deposits of cash and checks, processed withdrawals of cash. Sales of loan products and credit card rewards services, processed credit applications, closed accounts.Participated in marketing/solicitation and cold call events to current and past customers, inbound calls in call center and face to face interaction within bank branch.Fraud handling/resolution, account freezes, password reset/changes, etc. Accomplishments: Maintained accurate typing speed of 45+ words per minute.

Sales of personal lines insurance products and insurances packages.Customer service, resolved customer complaints/issues, made courtesy spare keys, map distribution.Training of office staff in upgraded software programs.Processed policy cancellations, underwriting changes/updates, automated forms document processing.Generated new insurance policies and leads through cold calling. Accounting, A/R & A/P, dividend distribution, account management. Executed deletion, replacements, and additions of policy endorsements. Generated motor vehicle reports through choice-point and DMV C.L.U.E. Accomplishments: SME (Subject Matter Expert) System Upgrade Trainer. Creation and facilitation of marketing and promotional events. Maintained accurate typing speed of 45+ words per minute.