Sandra Wolfe Email & Phone Number

Woodland, California, United States

Work with case managers and support staff to help resolve tax issue for our clients. Review detailed financial information and analyzed client’s financial condition to determine their ability to pay. Identify and relay relief programs and qualified resolution options for clients. Work with federal and state agencies to execute settlement agreements and to establish compliance and resolution. Establish and maintain positive client experience by effectively communicating and educating clients on the resolution process and advising them on future strategies on how to maintain financial wellbeing.• Work on complex accounts on high net worth/high liability clients• Effectively negotiate partial pay installment agreements, CNC’s and full pay IAs• Work on underreporting and audits issues• Specialize in accounts assigned to aggressive collection agents

Westlake Village, California, United States

Worked with case managers and support staff to help resolve tax issue for our clients. Reviewed detailed financial information and analyzed client’s financial condition to determine their ability to pay. Identified and relayed relief programs and qualified resolution options for clients. Worked with federal and state agencies to execute settlement agreements and to establish compliance and resolution. • Submitted high volume of state and federal offers in compromise• Worked on complex accounts on high net worth/high liability clients• Effectively negotiated partial pay installment agreements, CNC’s and full pay IAs• Worked on underreporting and audits issues

Westlake Village, California, United States

Oversaw the daily personal & business affairs for actors, producers, directors, and other entertainment professionals as well as executive level medical professionals. Handled personal and business financial matters including AP, AR, enrolling and maintaining insurance policies, workman’s comp audits, business license renewals, reconciling bank accounts, entering and maintain all transactions in clients General Ledger accounts, facilitating asset purchases, issuing payroll, preparing and filing payroll tax returns, make required federal tax deposits and assisting in travel arrangements. Primary Responsibilities• Input and maintenance of General Ledger account (through Datafaction)• Running monthly, quarterly & annual financial reports• Reconciling accounts• Issuing payroll

Acted as primary point of contact for resolution clients. Worked in tandem with our Tax Professionals to help resolve tax issue and to keep clients informed throughout the process. Requested, collected and analyzed all the necessary information and documentation needed to determine the best resolution for the client and discussed the resolution options with the client to determine the best option to present to the tax pro. Prepared all federal and state documentation for submission of the resolution and worked with all states to resolve clients state tax issues. Primary Responsibilities:• Collected and analyzing client financial documents• Communicated with clients and provided strong customer service• Monitored client deadlines and compliance• Worked to resolve clients state services by directly communicating with state agencies• Managed large case loads• Helped deescalate and resolve complaint clients

Acted as primary point of contact for resolution clients. Worked in tandem with our Tax Professionals to help resolve tax issue and to keep clients informed throughout the process. Requested, collected and analyzed all the necessary information and documentation needed to determine the best resolution for the client and discussed the resolution options with the client to determine the best option to present to the tax pro. Prepared all federal and state documentation for submission of the resolution and worked with all states to resolve clients state tax issues. Specialized in FBAR, Audits and QA accounts.Primary Responsibilities:• Collected and analyzing client financial documents• Communicated with clients and provided strong customer service• Monitored client deadlines and compliance• Worked to resolve clients state services by directly communicating with state agencies• Managed large case loads• Helped deescalate and resolve complaint clients