I retired from the IRS Appeals Division as an Associate Chief in the Pittsburgh, PA office, in March of 2006. I started my career in the IRS as the recipient of the IRS Scholarship for Accounting Majors in Pittsburgh in 1972. This scholarship enabled me to attend the University of Notre Dame and obtain a degree in accounting, while working for the IRS as a Revenue Agent Trainee. I converted to a full time Revenue Agent position in 1976, and built my experience base by working my way from auditing small businesses to heading up teams of Revenue Agents to audit Fortune 500 companies, before being selected for the IRS Management Program in 1982.
I passed the Uniform Examination for C.P.A.s in Pennsylvania in 1982.
I served in increasingly more responsible management positions in Pittsburgh, Philadelphia, PA, and Richmond, VA before crossing over from the Examination Division to the Appeals Division in 1998. I served as an Associate Chief of Appeals in Baltimore, MD, Washington, DC, and Pittsburgh, PA until my retirement in 2006. During my tenure in Appeals, I supervised Appeals Officers, Settlement Officers, and Tax Computation Specialists in several states, and assisted taxpayers in resolving their tax and collection issues while avoiding litigation that would be costly to both the taxpayer and the government. I have been living in Florida since January of 2007.
The license of an Enrolled Agent was granted to me by the IRS based on the wealth of my IRS experience, and my 34 years of honorable service before retirement. This designation means I have the right to represent you before the IRS and the IRS Appeals Division in administrative matters with the same rights of representation as a CPA or attorney.
To maintain this certification and my skills, I am required to complete 30 hours a year (including 2 hours of Ethics) of Continuing Professional Education. I am a member of the National Association of Enrolled Agents (NAEA), the Florida Society of Enrolled Agents (FSEA), and the Suncoast Chapter of Enrolled Agents.
Since August of 2010, I have served in the role of a Discussion Leader at the NAEA National Tax Practice Institutes (NTPI) in Las Vegas, Washington, DC, and Orlando. A Discussion Leader assists other tax professionals, for three days of hands-on sessions, in addressing issues that require representing clients before the Internal Revenue Service. Since the Orlando session of NTPI in 2013, I have been a classroom Instructor on the topics of the Collection Enforcement Process, Appealing Collection Enforcement Actions, Ethics, and Representation Techniques. I have spoken on these topics to other seminars of tax professionals sponsored by the Florida Society of Enrolled Agents and their subsidiary chapters .
Since April of 2012, I have represented the NAEA on the Relevant Radio Network by appearing on the nationally broadcast Drew Mariani show yearly to discuss last minute tax tips and tax planning before the end of the filing seasons.
I have represented NAEA on the Government Relations Committee for the years during 2012-2013 and served on the NAEA Education Committee in 2013-2014. I represented NAEA on a Panel Discussion on Identity Theft on the televised Tax Talk Today that aired June 11, 2013.