William R. Coffman, EA Business name: H & R Block Address: 13319 Estate Circle, Austin, TX 78737 Telephone Office: 512-302-1902 Cell: 512-302-1814 E-mail: email@example.com Background: Graduate of Capital University, BS, and a MBA from Golden Gate University. Retired from the United States Air Force with 23 years of service. Employed with H&R Block for 16 years. Areas of concentration: Tax Preparation and Representation.
Dick Foltz, EA Business name: H&R Block Advisors Address: 9037 Research Blvd, Ste 500, Austin TX 78758 Telephone Office: 512-836-0597 Fax: 512-836-0916 E-mail: Richard.Foltz@BlockAdvisors.com Background: Over 40 years of tax preparation and planning. Areas of concentration: Tax preparation and consultation; letters from the IRS or other taxing agencies
Jill Graff, CPA Business name: Jill Graff, CPA Address: 2211 S. IH-35, Ste 208, Austin, TX 78741 Telephone Office: 512-441-9444 Fax: 512-441-9444 E-mail: firstname.lastname@example.org Background: Self-employed since 1983 Areas of concentration: Tax preparation, compilations
Robert P. Hansen, EA Address: 10756 Yorktown Trail, Austin, TX 78726 Telephone Office: 512-249-5580; Cell: 512-797-9431 E-mail: email@example.com Background: Retired from IRS with over 33 years experience as: Internal Revenue Agent (IRA), Supervisory IRA, Chief, Planning & Special Programs, Branch Chief, Division Chief and Territory Manager. Conducted examinations or managed programs involving Civil and Criminal Fraud, Penalties, Grand Jury, Tax Avoidance Schemes/Shelters, Office and Field Examination, and Employment Tax issues. Previous experience as a corporate accountant and internal auditor with U.S. Air Force. Areas of concentration: I do not prepare tax returns since my practice is limited to tax controversies, tax return examination representation, and consulting for issues involving individuals or small businesses. I also work on a variety of other issues such as IRS Appeals, Correspondence Examination, Forms 1099/W-2 matching and Employment Tax. Admitted to Practice before the IRS as an Enrolled Agent. I am a member in good standing with the Capital of Texas Enrolled Agents and American Institute of CPAs.
James P Kelly. EA; Fee Based Financial Adviser and Life, Long-term Care and Disability Insurance Agent Business name: Jim Kelly, Inc Address: 702 Rio Grande, Austin, TX 78701 Telephone Office: 512-474-8300 Accounting and Tax E-mail: James@kelly-financial.com Investment E-mail: James.Kelly@ceterafs.com Background: I have a B.S in Accountancy; an MS in Finances and 23 years of being a self- employed tax professional and a financial adviser in Austin Texas. Areas of concentration:I oversee every aspect of people’s financial affairs. Securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other entity
Michael McDermitt, EA Business name: Aegis Tax Debt Solutions, LLC Address: 16238 Ranch Road 620, STE F-316 Austin, TX 78717 Telephone Office: 512-368-4445 FAX: 512-368-4662 E-mail:firstname.lastname@example.org Background: Michael has over 35 years of prior experience working for the Internal Revenue Service. He has served as the Senior Technical Advisor to the National Taxpayer Advocate on matters involving IRS collection programs, policies, and procedures. While serving as the Local Taxpayer Advocate in Austin, Texas, Michael was extensively involved in helping taxpayers resolve their problems with the IRS. Michael also has a wealth of experience with IRS collection operations, policies and procedures. He served as the National IRS Offer in Compromise Program Manager, the Chief, Collection Division (Austin, TX), Compliance Territory Manager (Austin, TX), Collection Program Manager (Dallas, TX), and Regional Director of Quality (Dallas, TX). Michael’s responsibilities involved top-level management of IRS collection operations, including the Collection Field, Automated Collection System (ACS), and Campus Collection programs. Michael’s experience with the IRS afforded him the opportunity to be extensively involved in the development and implementation of all portions of the Internal Revenue Manual pertaining to IRS collection activities. Areas of concentration: Collection
Lynn Parent, EA Business Name: Parent Tax Consulting Website: www.parenttaxconsulting.com Address: PO Box 10262, Austin, TX 78766 Telephone Office: 512-431-3149 E-mail: email@example.com Background: Retired after 32 years from the IRS. 30 years spent in Collection. Retired as a Grade 13 Revenue Officer handling the most challenging and complicated cases. Areas of concentration: Tax resolution for personal and business collection issues, Offers in Compromise, Collection Due Process, Collection Appeals, Installment Agreements, releases of liens and levies.
James M. Pumphret, CPA Business Name: James M. Pumphret, CPA Address: 3702 Terrina, #4, Ausitin, TX 78759 Telephone Office: 512-345-0173, Cell: 512-468-9517 Email: firstname.lastname@example.org or email@example.com Background: Retired in 2006 after 45 years with the Internal Revenue Service; Worked as an International Tax Specialist, Internal Revenue Agent, Analyst and Disclosure Officer. I also teach or have taught Accounting, Economics and Taxation graduate and undergraduate courses for Austin Community College, St. Edward's University, The University of Texas, Huston-Tillitson University and DeVry University. Areas of concentration: Tax Preparation; IRS Representation (both Collection and Examination); Litigation Support as an expert witness.
Jackie Rollins, EA Address: 6347 Tasajillo Trail, Austin, TX 78739 Telephone Office: 512-301-1839 Cell: 512-940-5745 E-mail: JackieRollins02@aol.com Background: 33 year career with IRS, primarily in technical and problem solving positions. Lead instructor for collection and taxpayer service training. Authored a nationally distributed IRS publication for use in small business workshops. 2012 National Vice Chair, Taxpayer Advocacy Panel. Areas of concentration: Small Business tax education; employment taxes; individual and business tax consulting; income tax return preparation, current and past years..
Jose Salazar, CPA, Frances Ortiz-Salazar, CPA Business name: Salazar and Associates CPAs Address: 506 Heartwood Drive, Austin, TX 78745 Telephone Office: 512-440-7184 Fax: 512-440-7283 E-mail: firstname.lastname@example.org Background:
Frances Ortiz-Salazar, CPA, has a Bachelors and Masters degree in accounting
Jose Salazar, CPA, has a Bachelors degree in Accounting
Areas of concentration: Individual, Corporate and Partnership Taxation
Bree Ward, EA Business Name: Bree Ward, EA Website: www.BreeWardEA.com/ Address: 9065 Jollyville Rd #101, Austin, TX 78759 Telephone Office: 512-569-0847, Cell: 512-569-0847, Fax: 512-681-1836 E-mail: tax@BreeWardEA.com Background: BS from Wichita State, lifetime of growing up in a tax family. 13 years tax experience. Areas of Concentration: Individual, corporate & partnership returns for citizens living in the US and abroad.
Jimmie L. Moren, CPA Business name: Jimmie L. Moren CPA Address: P.O. Box 1140, Buda, Texas, 78610 Telephone Office: 512-757-3674, Cell: 512-757-3674 E-mail: email@example.com Background: I am a licensed CPA in the state of Texas and licensed to practice before the IRS. I retired from the IRS after 27 ½ years of service managing and conducting Income and Employment tax audits. During that time I was a Large Business audit Team Manager for eleven years, a General Program Revenue Agent Manager for 8 years and a Field Internal Revenue Agent for 8 1/2 years which included 2 years as the South Texas District Fraud Coordinator. Areas of concentration: My services are concentrated in representing Corporations, Partnerships and Individuals before the IRS in all U.S. Federal Tax controversies mostly concerning Audit, Collection and Appeals matters. .
Jeannie Sonnier, EA Business name: Georgetown Tax & Bookkeeping LLC Address: 1614 Williams Dr. Ste 110, Georgetown, TX 78628 Telephone Office: 512-931-1040 Fax: 512-869-6672 E-mail: firstname.lastname@example.org Background: Tax Preparation since 1983, An Enrolled Agent, Accredited Tax Advisor, Daily Money Manager Areas of concentration: Individual and Business Tax Preparation, Offers in Compromise, Bookkeeping and Payroll Services
Ron Tabor, EA Business Name: Ron Tabor, Tax Consultant Address: P. O. Box 831, Georgetown, TX 78627 Telephone Office: 512-688-2430 Cell: 512-925-0098 Fax: 512-688-2430 E-mail: email@example.com Background: 30-years inside the IRS Collection Function - Tax Examiner-Revenue Officer; Chief, Advisory to Field Agents; Classroom Instructor; Group Manager; Project Manager; Various Special Assignments within the Function.. Areas of Concentration: All types of business and individual tax issues: i.e. Installment Agreements; Offer-in-Compromise; Notice of Levy-(bank, employer, etc.); Any Tax Lien issue- Release, Discharge, Subordination, Non Attachment, etc; Innocent Spouse; Trust Fund Recovery Penalty issues; Appeals.
James W. (Jim) Elles, Enrolled Agent Address: 10878 Westheimer, Ste 176, Houston, TX 77042 Telephone Office:713-819-8884 Fax: 713-706-3345 E-mail: firstname.lastname@example.org Background: Thirty-three years IRS experience resolving Collection Controversy Cases. Experience ranged from case work, involving Installment Agreements, Levies, Seizures, Liens and Suits. Technical Advisory experience in the areas of Seizures, Sales, Lien Discharges, Withdrawals and Releases, Suits to Foreclose Liens, Levy, and Criminal Investigation Referrals. Sixteen years managing Collection Revenue Officers. Areas of concentration: Focused on Collection Tax Controversy representation.
Lillie Aguero, EA Busiiness name: Lillie Aguero & AssociatesTax & Bookkeeping Service Address: 620 South Gray Street, Killeen, TX 76541 Telephone Office: 254-554-8736 Fax: 254-554-8737 E-mail: Lillie.email@example.com Background: Enrolled to Practice before the Internal Revenue Service since 1985. Worked with a local CPA firm for 24 years and opened my own practice in May 2000. Over 25 years experience in tax preparation and public bookkeeping Areas of concentration: Tax Preparation for individuals and businesses. Full service bookkeeping practice.
Tanya M. Perez, EA Busiiness name: Texas Tax Angels & Bookkeeping, LLC Address: 1600 W. Stan Schlueter Loop P O BOX 690643, Kileen, TX 76549 Telephone Office: 254-200-1843 Cell: 254-290-4374 Fax: 254-200-1882 E-mail: Tanya@texastaxangels.com Background: Enrolled Agent since 2007. Over 15 years experience in tax preparation and public bookkeeping services. Areas of concentration: Individual and small business tax returns. Full bookkeeping services: payroll, sales tax, franchise reports, financial statements, rendition forms, etc. Se habla espanol.
Ann Bamsch, EA Business name: Schiavone & Bamsch Tax Service Address: 226 N Main, La Grange, TX 78945 Telephone Office: 979-968-5801 Fax: 979-968-5444 E-mail: Annbamsch226@gmail.com Background: Started doing tax work after graduating from Southwest Texas in 1976. Passed all parts of the enrolled agents test in 1988 on the first try. Areas of concentration: I enjoy tax prep –especially farm related returns.
Bud Welborn, MBA,Senior Tax Advisor, EA Business name: H&R Block, Lakeway Address: 103 RR 620 S Lakeway, TX 78734 Telephone Office: 512-266-1040 Fax: 512-266-1144 E-mail: firstname.lastname@example.org Background: Over 25 years of financial services and regulatory experience serving the high tech industry and banking community. Languages: English, Spanish Areas of concentration: Investments/Stocks Options (income sales, losses) Home ownership, purchase, or sale Real Estate rentals or vacations homes, loss from disaster or theft, retirement income, Small Business, Sole Proprietor, or self employed Partnership Corporations, Not -for- Profit organizations. Help with IRS or State notices/audits Tax Planning
Reyes Gonzales Business Name: Reyes Gonzales, Tax Preparer and Bookkeeping Address: 15304 Spring Hill Lane, Pflugerville, Texas 78660 Telephone Office: 512-971-0868 Fax: 512-670-3093 E-mail: email@example.com Background: 30 years of experience of tax preparation Areas of concentration: Income tax preparation, Bi-Iingual in Spanish, Notary Public, Bookkeeping, ITINs
Natalie Steadman, CPA, EA Business Name: Steadman Tax Service, PLLC Website: www.steadmantax.com Address: 3000 Joe Dimaggio Blvd, Suite 76, Round Rock, TX 78664 Telephone Office: 512-535-7332 FAX: 512-275-6237 Toll Free FAX: 866-630-9797 E-mail: firstname.lastname@example.org Background: Over 15 years experience in accounting and tax preparation serving as a Comptroller in the Government sector and on the Civilian side since 2001. With 10 years of Government service in the U.S. Army; my duties included Contract Management, Budget Analysis, and Brigade Comptroller for the largest Aviation Brigade in the Army. Areas of concentration: Individual and Small Business Tax Preparation and e-filing; Bookkeeping Services (QuickBooks ProAdvisor, full-service bookkeeping, payroll services to name a few); IRS Collection Issues including Installment Agreements, Offers In Compromise and Levy/Wage Garnishment releases. Please see our Web Site (www. steadmantax.com) for more information:
San Antonio and surrounding areas
Karen W. Clevenger, EA Business Name: Karen W. Clevenger, EA Address: 2331 John Charled RD., Bulverde, TX 78163 (San Antonio area) Telephone: Office: 210-573-8613; Cell: 210-573-8613; Fax: 210-568-6119 Email: email@example.com Background: BBA in Marketing & Management. I have 25 years experience working for CPAs doing bookkeeping and all kinds of tax returns. Upon becoming an EA in 2003, I started my own firm of tax preparation and bookkeeping. Areas of Concentration: I prefer to do tax preparation. I am a member of CTEA, Jalapeno Chapter of TxSEA(San Antonio), NAEA, & Texas Tax & Financial Professionals
Dan Gonzales, EA Business name: DG Tax Consultants Address: P. O. Box 14298, San Antonio, TX 78214 Telephone: Office: 210-923-4567; Cell: 210-326-5234; Fax: 210-923-4267 E-Mail: firstname.lastname@example.org Background: Retired IRS Revenue Officer. Se habla espanol. Areas of concentration: Tax representation, tax preparation, federal tax lien issues, financial advisor and Offers in Compromise.
Adolfo Gutierrez, EA Website: www.adgtax.com Address: 3018 Lake Meadow, San Antonio, Texas 78222 Telephone Office: 210-648-9290 Cell: 210-415-5913 Fax: 210-648-5375 E-Mail: email@example.com Background: BBA-Accounting, Texas A&M Areas of concentration: 1. Tax Preparation; 2. IRS Representation
Audrey Stebenne, EA Address: 3406 Cottonwood Lane, Temple, TX 76502-1708 Telephone Office: 254-773-6815 Cell: 254-721-6309 Fax: 254-773-2933 Background: Retired from the U.S. Air Force after 22+ years of service. Have been doing tax preparation for the past 16 years. Areas of concentration: Tax preparation and representation.
Collins Henry, EA Business name: Collins Henry, EA Address: 4403 Lilac Lane, Victoria, TX 77901 Telephone Office: 361-575-5963 Cell: 361-649-5431 Fax: 361-578-0017 E-mail: firstname.lastname@example.org Background: EA since 1982. Areas of concentration: Tax preparation, e-filing, representation, small business, farm and ranch.
Rodger Parker, EA Business Name: Wimberley Valley Tax Service Web Page: www.wimberleyvalleytaxservice.com Address: PO Box 2407, 13501 Ranch Road 12, Suite 106, Wimberley, TX 78676 Telephone Office: 512-847-7215 Cell: 512-652-8120 FAX: 512-847-0118 E-mail: email@example.com Background: IRS Revenue Officer, Special Procedure adviser and RO instructor for 11 years. Enrolled Agent since 1983 in Houston, Austin and Wimberley, TX. Areas of concentration: Collection Representation and Income Tax Preparation.
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