ADDFI TAX SERVICES
Addfi Tax provides individual tax preparation with the personalization that software packages can't. With more than 17 years of experience in tax resolutions, we provide excellent service to our clients. Our team of tax resolution specialists will research, and bring about the most effective opportunities ensuring our clients the successful outcome they deserve. We are proud that so many of our clients have repeatedly turned to us for counsel and representation. We are determined to work hard to earn our clients loyalty every day.
Highly accomplished Enrolled Agent with over 17 years of expertise in tax accounting and resolution. Demonstrated aptitude for crafting meticulously tailored tax strategies based on a profound understanding of tax laws, regulations, and financial principles. A proactive and detail-oriented professional, continuously staying up-to-date with the latest changes in tax legislation and industry trends to ensure clients' compliance and capitalize on emerging opportunities. Effective advocate during tax audits and examinations, skilled in negotiating with taxing authorities to achieve equitable resolutions. Cultivates enduring client relationships through trust and confidentiality, providing top-tier tax advisory and compliance services that maximize financial gains and identify opportunities for growth. Upholds the highest standards of professionalism and ethical conduct, safeguarding clients' financial interests and contributing to their long-term success.
Tax Advisory and Compliance: Demonstrated expertise in providing top-tier tax advisory services to diverse clients from various industries. Proficient in navigating complex tax laws, regulations, and IRS guidelines to ensure compliance and craft tailored tax strategies for optimal outcomes.
Tax Planning and Resolution: Skilled in tax planning and resolution, adeptly identifying opportunities and challenges within tax codes. Expertly crafting strategies that address clients' unique financial circumstances, maximizing tax advantages, and achieving favorable resolutions in complex tax-related matters.
Financial Analysis and Review: Displays acute attention to detail and analytical prowess in the preparation and thorough review of tax returns. Identifies advantageous deductions, credits, and exemptions to maximize clients' tax benefits and overall financial gains.
Client Advocacy and Relationship Management: Acts as an effective advocate and representative for clients during tax audits and examinations. Cultivates enduring, trust-based relationships with clients by delivering tailored tax consulting services, identifying financial growth opportunities, and prioritizing client confidentiality and long-term financial success.
PROFESSIONAL WORK EXPERIENCE
Tax Accountant/Addfi Tax LLC
Tax Resolution Specialist/Freedom Tax Relief
Mar 2005 – Apr 2014
As an accomplished tax professional, proficiently serve in the role of Enrolled Agent, leveraging a wealth of knowledge in tax laws, regulations, and financial principles to provide top-tier tax advisory and compliance services to a diverse clientele from various industries and backgrounds.
Exhibit an exceptional aptitude for tax planning and resolution, expertly navigating the intricacies of tax codes and IRS guidelines to craft meticulously tailored strategies that address client's unique financial circumstances and objectives, ultimately ensuring optimal tax outcomes.
Maintain an unwavering commitment to continuous professional development, avidly staying up-to-date with the latest changes in tax legislation, case law, and industry trends, ensuring clients remain in full compliance while capitalizing on emerging opportunities.
Display acute attention to detail and analytical prowess in preparing and thoroughly reviewing tax returns, skillfully identifying advantageous deductions, credits, and exemptions, thereby maximizing clients' tax advantages and overall financial gains.
Employ a proactive approach to risk assessment and mitigation, meticulously examining financial records and documents to identify potential challenges, and implementing comprehensive measures to safeguard clients' financial interests against potential tax liabilities.
Serve as a highly effective advocate and representative for clients during tax audits and examinations, adeptly communicating and negotiating with taxing authorities to achieve equitable and favorable resolutions in complex tax-related matters.
Cultivate enduring and trust-based relationships with clients, consistently delivering tailored tax consulting services that not only address immediate needs but also proactively identify opportunities for financial growth and enhanced tax efficiency.