Thomas Edward Email & Phone Number

1206 Sharon Jonesboro Ar 72401

Retired due to health

Memphis Service Center

* Settled disputes with taxpayers after their audits or claim denial. * Most cases were before being docketed for tax court,* Innocent Spouse and different types of 1040 issues. * Interviews were held over the phone with taxpayer and/or their representative, CPA, attorney or enrolled agent. * Third party inquiries were conducted by phone with the taxpayer’s consent. * Cases were from all over the country. * Documentation was received by mail and fax at the Appeals unit, Memphis Service Center. * Worked with District Council for tax trial preparationAfter over 33 years of service received the Albert Gallatin Award at retirement. Last manager: Jacqueline C. Brown.

Greater Memphis Area

* Worked both in the field and at the Service Center.* Audited Individuals 1040, Partnerships 1065, Corporations both C & S 1120 & 1120Ss for substantial compliance with the tax code.* Most of the work in the field was conducted at the taxpayer's place of business. * Most of the Service Center work was classifying returns for audit. For three years, 1990, 1991 and 1992, I was in charge of the VITA program in Forrest City, AR.Received a letter of appreciation dated February 3, 2005 from Donna Cardoza, Chief, Learning & Education for helping with the national updated Course 6712; Basic Income Tax Law for Tax Examiners. Members of the team came from from all over the country and met for over a month in New York last part of 2004. I had the difficult task of writing updates to small business owners, Schedule C and SE among other updates.Last Manager Last Manager Aaron Hatch.

Forrest City, Ar

• Reconciled all of the corporate bank accounts which included several foreign accounts with currency conversion.• Reconciled and managed the travel accounts for all departments. • All advances were matched with an expense report. • Contact employees on all unresolved advances.• Secure the travel report and money if due from the employee’s advance. • Prepared journal and ledge entries for the main frame corporate computer on indirect expenses for the monthly and yearly income and balance sheet statements.• Shopped and bought accounting software for the accounting’s department’s small off line computer. • Traveled to Memphis to the IBM store for a demonstration. • Designed travel reports and entry fields using the new accounting software.• Compared several food vending machine companies for the plant’s cafeteria.• Made a recommendation to management to change vendors, which was made. • Traveled to Memphis to inspect several prospect’s facilities and proposals. • Acted as intermediary between management and the outside auditors.• Helped during reconciliation of the plant’s production inventory. • Supplied the information requested by the outside auditors.• SANYO offered college courses though the local community college. • Taught accounting II, to SANYO’s employees at the plant’s complex after work.• Secretary of SANYO's Management Club, after work social organization.

Forrest City, Ar

• Prepared journal and ledger entries for the generation computerized monthly and yearly income statements and balance sheet statements for the firm’s business clients.• Reconciled our firm’s client’s bank accounts.• Source documents for the computerized journal entries were the client’s1) Cancelled checks2) Bank Deposit Slips3) Bank statements4) Cash register tape5) Sale receipts on sales6) Daily total ledge7) Purchase receipts8) Purchase invoices9) Purchase documents. • Completed bank loan applications • Completed Small Business Administration Loan Requests. • Represented the firm’s clients during1) Internal Revenue Service Tax Audits2) State Income Tax Audits3) State Sales Tax Audits.

Chattanooga, Tennessee Area

• Audited individuals from assigned returns with tax issues identified.• Determined if they substantially complied with the tax laws.• Either accepted the return as filed or Issue a report of deficiency.• Secured the taxpayer's signature on a report of tax deficiency and payment • If not fully paid secure a payment arrangement.• If case is not agreed forward the case to Appeals for settlement or trail. • Certified Public Accountants, Attorneys, Enrolled Agents and preparers often represent the taxpayers.• Many times third party inquires with permission from the taxpayer are necessary.• There may be a need to expand to other issues not classified on the original audit letter or • The audit may require the pick-up of the1) Prior year return2) Subsequent year return3) Related individual’s returni) Spouse or ex-spouseii) Vendoriii) Customer.

Greater Memphis Area

• Many returns are rejected during processing due input errors.• Review the returns for the source of the problem.• If possible prepare a form to correct the error to for reentering information to the computer.• Some returns may require contacting the taxpayer for additional or missing return information • Some returns may be referred to the Field Office for audit. • Supplied copies of micro film return information to various requestors.• Examined the work of other Tax Examiners for errors.

Bba, Accounting, Gs 4 Tax Examiner To Gs 12 Appeals Officer

Activities and Societies: Former member of * Tennessee Society of Public Accountants * Arkansas Society of Pubic Accountants * American.

Education record