Deenice Galloway

Enrolled Agent @Expert Tax & Consulting Service

Bowie, MD, US

PROFESSIONAL EXPERIENCEPRESIDENT January 1997 to PresentExpert Tax & Consulting Service Built a financial planning startup through aggressive prospecting, networking and referrals as a well as strategic cold calling, warm lead follow-ups and targeted marketing campaigns. Collaborate with clients to identify financial goals and develop and implement need based financial plans including life insurance planning, disability income needs, retirement income planning, college tuition planning, money management, and estate planning among others. Provide proper planning, consulting, and preparation to file tax returns and ensure compliance in accordance to tax regulations, codes and tax law changes to minimize client’s tax liabilityPerform in-depth client interviews to determine the proper tax filing status, review expenses and deductions allowedReview and analyze all aspects of client’s financial data to provide advice and recommendations for tax planning Review and calculate exemptions using Circular E and the payroll standards to determine proper withholdingsProvide tax resolution for clients with tax issues or audits using the general rules and procedures of the examination process and guidelines, MSSP, and Audit Techniques guides to ensure compliance on behave of clientsReview data for compliance and mathematical accuracy, format, adequacy of supporting narrative justification, conformance with Internal Revenue Code and revenue rulings guidelines for tax auditsReview, examine, prepare and calculate budgets required to complete and submit Offer in CompromiseCollect, assemble, examine pertinent documents and financials to complete and file key IRS forms such as- 1040, 1041, 1120S, 940, 990, etc. and extensions, and amendmentsKnowledge of Financial Accounting Standard Board Statement 109 (FAS 109)Knowledge of Exempt Organization tax structure and the new 990