Tax Director

Tax Director

Profile

Angela has worked in the legal field for over 26 years where she gained case management and paralegal experience in various areas of civil litigation, judgment creditor collections, and estate planning and administration. She began working in tax controversy in 2010 and became an Enrolled Agent in 2012. She is currently studying for the CPA exam. Angela’s professional experience, thoroughness, and responsiveness, she provides quality service and attention to clients. Angela possesses extensive expertise in tax controversy and compliance, covering areas such as financial analysis, collection strategy, audits, tax preparation, innocent spouse claims, offers in compromise, FBAR reporting, penalty abatement, and analysis of Collection Statute Expiration Dates. Her proficiency extends to W-2/W-3 reconciliation, lien withdrawals, wage levies, FOIA requests, voluntary disclosures, state renewals, passport revocations, employment tax assessment, estate and trust tax return preparation, refund claims, administrative claims, security clearance disclosures, and Executive Branch Personnel Public Financial Disclosure Reports. As an Enrolled Agent, Angela not only navigates complex tax issues but also manages various accounting tasks for clients, including bank reconciliations, monthly accounting for businesses and non-profits, correction of estate administrative and trust accountings, as well as audit/reconciliation of guardianship expense reporting. Angela’s diverse skill set enables her to provide comprehensive support to clients in both tax and accounting domains.

Angela was an instructor in the inaugural IRS Volunteer Income Tax Assistance (VITA) program in 2012 at Fort Meade where she trained volunteer military personnel in tax preparation assistance for military members through the clinic. She received the Director’s Award from the IRS Stakeholder Partnerships, Education, and Communication. In 2014, she received the Community Service Leadership Certificate of Appreciation from IRS Stakeholder Partnerships, Education, and Communication for her contributions to the VITA program from 2012 through 2014. She also assisted with the preparation of the 2016 Maryland Volunteer Legal Services Tax Handbook.

Education

  • University of Baltimore – Bachelor of Arts, Government and Public Policy, magna cum laude (2010)