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.
• 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.
• 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.
• 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.
• 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

• 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.
• 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