Our Staff
Retired Internal Revenue Agents
The Revenue Agent position involves technical examinations or auditing tax returns for the correct Federal tax liability. This requires knowledge of accounting and tax laws, regulations, procedures, and related tax matters. Sometimes, Agents provide technical support and advice to the public on tax liability issues. This requires them to use discretion on their judgement and conduct themselves as representatives of the Federal government.
Retired Appeals Officers
When an examination is completed, explanations for the adjustments under the tax code are given to the taxpayers' representative. These discussions and negotiations are necessary to avoid adverse attitudes and to persuade the taxpayer's representative to consider paying the tax liability without litigation.
The Appeals Office is separate and independent of your local Internal Revenue Service Office. Appeals conferences are informal - if the decision reached is not in your support, you can file a petition with the United States Tax Court. Depending on the dollar amounts, you can represent yourself.
With other cases, the Appeals Officer can petition the tax court and review the cases for the proper application of the law and potentially the dispute of this law in an attempt to reach a settlement without litigation.
Our vast experience includes preparation of every type of return
- Corporate (both C & S corp.)
- Retirement/ Pension Plans
