Objective:
To provide individuals, business entities,
exempt organizations and others professional, experienced representation before
the Internal Revenue Service, North Carolina Department of Revenue and other
tax administrators.
Experience:
- Senior Revenue Officer working at the highest
level of IRS for twelve (12) years
- Offer In Compromise Investigator for all
counties within Eastern North Carolina
- Certified as an Instructor for the IRS
- Certified as an Expert Witness for the IRS
- Served as an IRS
Offer in Compromise Instructor
- Served as an IRS
instructor for Advanced Revenue Officer training
- Served as an IRS
instructor for Continuing Professional Education
- Served as an Analyst within the Regional Office
of IRS in Atlanta
- Served as a Liaison to the National Office of
Internal Revenue in Washington, DC
- Served as lecturer/speaker for IRS making
presentations to academic and professional groups
Work History:
- Began IRS
career as a Revenue Officer in 1970
- Promoted to management position in the Taxpayer
Service Division in 1973
- Promoted to Senior Revenue Officer in 1975
- Selected as manager of the Employment Tax
Examination Unit 1987
- Selected as the District Director’s
Representative, later Commissioner’s Representative, for Durham, NC in 1989 and
served in this capacity for nineteen (19) years
- Selected as manager of the Durham Revenue
Officer Group in 1989 and served as manager of Compliance Activities for
thirteen (13) counties in and around Durham, NC for seventeen (17) years
- Retired from the IRS
in January, 2006
- Admitted to practice before the IRS as an Enrolled Agent in January, 2006
- Represented individuals and businesses in tax
controversy and other issues of tax administration including: Offers in
Compromise, Installment Payment Plans, Audit Representation, Tax Court
Representation, IRS Appeals Hearings, Trust Fund Recovery Penalty, Innocent
Spouse Representation, Penalty Abatement, Non-filer Representation, Tax Levies,
Garnishment and Seizures, NC Sales Tax Audits, Estate Tax Audits, Independent Contractor Determinations,
Employment/Payroll Tax Representation and Audits before IRS and NC Department
of Revenue from February 2006 to present
Education:
- University of North Carolina at Charlotte, AB in
Political Science, 1970
- Additional postgraduate course work completed
at: Wake Forest University, University of North Carolina at Greensboro, North
Carolina Central University
|