Specialties
40 Years in Business, Retired IRS Agent, Certified Fraud Examiner since 2015, helped clients with 1) Divorce locating assets, discovered through analysis of unfaithful spouse's cell phone monthly statements that he was involved with eleven other females, slam dunk on the divorce settlement in court.
2) S-Corporation Shareholder dissent prepared forensic Expert Witness Report for opposing Counsel and Court to obtain cash payment for my client's shares in resolution. This case also involved preparation to testify as an Expert Witness. 3) Enrolled Agent (former Retired Internal Revenue Service Agent 38 years). Veteran Owned Tax preparation both individual and business, resolution specialist. Audit Representation helped my client with the Internal Revenue Service (IRS) and the State of California audit on an Estate Audit Valuation Issue where the IRS position was to allow my client a no-cost basis to offset the sales price of $3,750,000.00 on Intangible Assets. This resulted in a tax liability for both IRS and FTB, CA in the respective amounts of $1,125,081.00 and $592,500.00. I was able to negotiate and reach a tax settlement with no penalties for both the IRS and FTB, Ca in the respective amounts of $354,536 and $202,935. The story of how I was able to address this audit representation result for my client can be summed up to my experience working for the IRS, my negotiation skills, and my attitude toward working for the client's best interest.
History
Established in 1982.
I retired from the Internal Revenue Service in January 2020 after more than 38 years in working as an Internal Revenue Agent.
Meet the Business Owner: PHIL W.
Enrolled Agent currently, Retired Internal Revenue Agent ("IRA") (38-1/2 years) with Internal Revenue Service (IRS). Members of American Society of Tax Problem Solvers and the Association of Certified Fraud Examiner (CFE) at both the national and local chapters since 2015. Most of my experience as an "IRA" that correlate also as "CFE" performing the knowledge and skills as a "Forensic Accountant as Litigation Consultant" and utilized Information Technology to review financial records also bank statements. I also helped identify in a case badges of fraud, fraudulent transfers and trace hidden assets to help recover the ill-gotten gains and funds from the defendant for the defrauded individual investor(s) or business. My experience associated with the IRA also acquired an abundance of tax knowledge and skills in auditing Corporations, Limited Liability Companies, Partnerships, S-Corporations and wealthy individuals with Sole-proprietorship. Tax services help is here for you!
