Taylor Shepard Email & Phone Number

Currently focusing on entity management, contract management, tax reporting, and assistance with corporate governance.

Overland Park, Kansas

Managed multi-entity business registration qualifications and annual filings.

Kansas City, Missouri Area

Drafting, editing, and reviewing tax articles for Tax Cut and Jobs Act (TCJA) to ensure they are up to date for Tax Season 2018. Preparing reference materials for consumption by tax professionals.

Kansas City, Missouri Area

Managed Tax Resolution System content by creating and updating all state-level post-filing tax help content for individuals and businesses. Assisted in implementation of Form 8821 pilot program for roughly 350 U.S. offices. Created various high level reports, from weekly season updates on current progress to end-of-season performance reviews, to be used by leadership in predicting volume and assessing viability.

Kansas City, Missouri Area

Assisted in H&R Block return preparation by training and managing a team of 15+ tax researchers in providing authoritative responses to tax law questions from tax professionals. Managed H&R Block's internal tax research website from content and technical perspectives, providing immediate access to updated tax law guidance for tax professionals worldwide. - Developed and presented annual 2-week training plans regarding tax law on assigned topic areas. - Provided customer and technical support, tracking and acting on feedback to improve client experience and increase accuracy and efficiency of researcher responses. - Compiled, analyzed, and provided actionable reports to management regarding year-over-year and projected volume for use in annual planning and staffing. - Created, updated, reviewed and maintained over 4,000 tax law articles, illustrating and simplifying key tax concepts through charts and other graphics.

Kansas City, Missouri Area

Managed a team of 12+ tax law researchers in researching and providing authoritative tax law responses to questions from other tax professionals. Special focus on taxation of estates and trusts, gifts, and retirement plans.

Kansas City, Missouri Area

Managed a team of 8 tax law researchers in researching and providing authoritative tax law responses to questions from other tax professionals. Additional focus on education plans, social security income, kiddie tax, and dependency's interplay with other items on the tax return.

Ll.M., Taxation

Juris Doctorate

Bgs, Psychology And Communications