Retired IRS Director/Enrolled Agent
Joy has been a CPA for over 50 years and an Attorney for over 35 years. She is licensed to practice in Arizona and Texas. She brings her experience in both public and private accounting to help clients with tax issues in their businesses, trusts or personal tax returns. She also works with a number of closely held firms in tax planning and preparation. Her experience in representing large and small businesses in audits with state and federal tax authorities, as well as an IRS Tax Examiner provide extensive experience in representing clients before the IRS. Her areas of expertise include: Sole Proprietorships, Corporations, Partnerships, Gift Tax, Estate and Trust Returns, Rental Properties, Oil and Gas Royalties, Closely Held Business and Stock Transactions.
Joy is also an Attorney who is licensed to practice in Arizona and Texas. The Attorney services she offers is listed on her web site. www.JugoLaw.com
Frank is also extremely knowledgeable in tax law, IRS procedures, audit practices, and IRS representation responsibilities. His experience is extremely useful as a Tax Preparer with over 38 years of experience working for the IRS (13 years as an IRS Director), over 5 years of experience working for H & R Block (3 years as a District Manager), and 8 years in a private practice. He is also an Enrolled Agent who has demonstrated his proficiency in federal tax planning, individual and business tax return preparation, and IRS audit representation by passing a comprehensive three-part Special Enrollment Examination before the IRS. He has earned the privilege of representing taxpayers before the IRS and is unrestricted as to which taxpayers he can represent, what types of tax matters he can handle and which IRS offices he can represent clients. He has taught Basic and Advanced Income Tax Classes for the IRS and H & R Block. He has prepared all types of Individual and Business types of returns, and specializes in returns involving itemized deductions, sales of stocks, self-employment, rental properties and sale of business assets.
Frank is also a Notary Public and his services are listed on his web site. www.NotaryTodayForYou.com