ABOUT ME

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I specialize in resolving tax problems

If you have to deal with a tax agency, it is important to have an experienced professional on your side who knows the tax collection and audit processes and what is likely to occur at each stage. The prospect of incurring additional taxes, penalties and interest can be upsetting and stressful. The process is also time-consuming, costly and can even seem threatening. The representative's role is to be a buffer between the taxpayer and the taxing authority to minimize those issues as well as obtain an outcome that gets the taxpayer's problems under control.

My professional and business background

  • Bachelor of Science in Economics, The Wharton School of Finance, University of Pennsylvania 1965

  • Auditor, Touche, Ross, Bailey & Smart (now Deloitte), Atlanta, GA, 1965--1970

  • Certified Public Accountant since 1970

  • Owner, Hess Motor Coach Center, Ltd, Albuquerque, NM, 1972--1980

  • Certified Public Accountant, licensed by the State of New Mexico (License #2292 issued 1982)

  • Member, American Institute of Certified Public Accountants (AICPA)

  • Member, New Mexico Society of Certified Public Accountants (NMSCPA)

  • Member, Board of Directors, NMSCPA 2005--2009

  • NMSCPA liaison to IRS & New Mexico Taxation & Revenue Dept.

  • Speaker at Continuing Professional Education events

  • Presenter of IRS New Business & New Employer Workshops

  • Volunteer, N.M. Legal Aid Low Income Taxpayer Clinic Pro Bono Panel