It has always been, as part of my core beliefs, that volunteering and helping others is a good thing. For many years I coached and refereed wrestling and Judo. From 2006~2010, I worked as in a boutique tax firm preparing tax returns and doing appeals. During this time I also volunteered to assist taxpayers that had tax problems, some simple and some exceptionally complex. These taxpayers unfortunately lacked the financial means to pay a tax professional, so I volunteered to help them. The old adage "no good deed goes unpunished" applied to some of those who I helped an no charge, or a greatly reduced fee.
In 2013, I ceased doing regular income tax returns and ghost writing tax appeals for CPA's and Attorneys. Most of my work was to take the client's files from the attorney, after getting the appropriate signed consent forms. Then research and write the responses required to resolve the tax problem, and as needed I would also write the appeal. On occasion I would actually appear at the administrative tax hearings on the client's behalf. Tax hearings are the part that greatly enjoy. It allows me to represent the client when the government asks questions, or otherwise examines them. When my turn comes, I get to cross examine the Government witnesses. It is the greatest feeling when one gets the Government witness to have to admit they were wrong, and they do it before the administrative judges.
In 2014, I became associated with Only Tax Appeals, in Fountain Valley, CA.
This has really allowed me to strictly focus on the appeals side of taxes. Something that most tax professionals only know from a 1-Hr Continuing Education course they took online, or the few minor tax problems that they had for their clients.
Only Tax Appeals deals with tax problems, regardless of the type, or jurisdiction, of the tax.
We handle appeals from one's local City tax, the County Assessor & Tax Collector's Office, the State's many taxing authorities; BOE, FTB, DOR, these agencies deal with income tax, property tax, business personal property tax, sales tax, use tax, alcohol tax, tobacco tax, and many many other types of taxes. While Only Tax appeals primarily represents clients here in California, we are asked to represent clients in other states about 10-15 times per year. We are also asked to help taxpayers regarding their international tax transactions about 2-3 times per year.
I still get to do what I love best, representing clients at administrative tax hearings.
It may seem like a boring life but I do cherish the time I have with my daughter. Come the end of days and knowing that I helped someone's life to be a bit easier because of my work-then it is good.
In closing my sincerest best wishes that God bless you, and your family with health, happiness, and financial prosperity. Thank you for taking the time to visit my profile.