Work History

Tax Controversy Manager

EZ-ERC, LLC, Fort Lauderdale, FL (Oct 2022 – Current)

  •  Helped startup the Employee Retention Credit department and procedures for refunds and responding to issues.
  • Assisted in filing for $1 billion plus in ERC claims.
  • Trained colleagues in tax concepts and how to identify and correct issues.
  • Drafted and or reviewed all correspondence submitted to the IRS including:
  • Forms 941, 941-X, 943, 943-X, 944, 944-X, 3911, 911
  • Reviewed 1065, 1120, 1120S, 990 for ERC eligibility
  • Congressional Inquiry for taxpayer assistance
  • Correspondence with Revenue Officers, Agents, and Advocates.
  • Main point of contact with IRS for the firm, as well as 5 partnering firms
  • Conducted tax research for firm-wide reliance and compliance.
  • Worked with clients to discover and correct tax issues before filing for refund and contemporaneously throughout the refund process to ensure compliance.
  • Reported directly to directors and assisted all departments in their relations to tax and compliance.

 Senior Tax Associate

Tax Problem Solver, Tampa, FL (Feb 2022 – Sept 2022)

  • Offer in compromise
  • Installment agreements
  • Penalty abatement
  • Trust fund recovery penalty defense
  • Self-Employment Tax compliance
  • Taxpayer advocate assistance
  • Tax currently non-collectible
  • Tax bankruptcy consulting
  • CDP hearing
  • CAP hearing
  • Audit appeal
  • Innocent spouse defense
  • Lien withdrawal/discharge
  • Levy release
  • 1040, 1120S return preparation
  • Sole tax manager of SALT department

State & Local Tax Associate/Information Systems Manager/Office Manager

Moffa, Sutton, & Donnini P.A., Fort Lauderdale, FL (Feb 2015 – Feb 2022)

  • Multistate Sales Tax audit defense, reporting, registrations, refunds, & consulting Multistate Sales Tax Nexus registrations, research, & consulting
  • Multistate & Federal Tobacco Tax audit defense, reporting, registrations, refunds, & consulting
  • Multistate Fuel Tax audit defense, reporting, registrations, refunds, & consulting
  • Florida Reemployment Tax audit defense & consulting
  • Federal Tobacco Tax & PACT reporting, licensing, & consulting
  • FDA Tobacco Product Applications & Consulting
  • Financial reporting & tax planning for small businesses
  • Tax collection mediation & negotiated settlement agreements
  • Voluntary Disclosures for SALT & Reemployment       
  • Provide audit support & audit-based defenses to criminal investigations
  • Trained & supported attorneys in accounting & audit defense
  • Legal research of complicated tax issues for clients
  • Marketing of firm services & potential client conversions
  • Created and enforced cyber security rules & procedures for 3 offices
  • Established two-factor protection, managed employee security access, setup & managed firewall & anti-virus,
  • Ensured minimal downtime due to technical issues; Maintained all information technology and peripherals for all employees
  • Completely revamped & implemented updates to CRM system
  • Trained co-workers in CRM, Office 365 apps, Adobe Acrobat, peripherals
  • Built, maintained, and implemented automation of marketing database
  • Managed Dropbox & OneDrive database & security
  • Implemented, updated, and managed ESET Endpoint
  • Lan/Wan/Wifi network setup/manage/troubleshooting
  • Information systems setup/manage/troubleshooting – Clio & Salesforce
  • Managed QuickBooks for multiple small businesses
  • Office 365 apps, PDF, & IT guru for attorneys and office staff
  • Responsible for over a million dollars in client intake, billing, & collections
  • Managed QuickBooks for multiple small businesses: accounts payable, accounts receivable, bank reconciliation, journal entries, bank deposits, balance sheet and profit and loss reconciliation
  • Responsible for filings for attorneys and case documents by deadline
  • Responsible for firm deadline calendar implementation, updates, and correctness

Staff Accountant

American Micro Computer Center, Inc., Miami, FL. (2012 – 2015)

Certifications/Skills  

                                       Certifications

  • Florida Certified Public Accountant
  • Oracle MySQL Explorer
  • Certified QuickBooks Advanced ProAdvisor
  • Certified QuickBooks ProAdvisor

                                       Skills

  • Expert Level Microsoft Office (Word, Excel, PowerPoint)
  • Expert Level Adobe Acrobat PDF
  • Sage Accounting
  • QuickBooks Online, Pro, & Enterprise
  • Clio & Salesforce CRM
  • ESET Security & Ninja RMM
  • WordPress, Wix, Shopify site setup & management
  • Lan/Wan/Wifi setup/maintenance/troubleshooting
  • Windows 10/Office 365/Dropbox/OneDrive/systems setup/maintenance/troubleshooting
  • Build computers, networks, other IT infrastructure
  • Pitbull & TaxHelp Software