Joe Hopkins, CPA
Joe has 25+ years as a Certified Public Accountant licensed in the State of Texas and solving IRS problems. Current member with the American Institute of Certified Public Accountants (AICPA), Texas Society of CPA’s (TSCPA), National Society of Accountants (NSA), Bachelor’s degree in accounting (BBA), Master’s degree in Business Administration (MBA) at Texas A&M Corpus Christi. Experience in a variety of industries as Controller, CFO and tax resolution issues for both business and personal tax cases.
Joe is experienced in all aspects of Tax Resolution cases regarding Currently Not Collectible, Offer in Compromise & Installment agreement cases. He has successfully resolved cases in all areas of tax resolution including liens, levies, tax audits & collection cases.
Joe has consulted with small to medium size companies on CFO / Controller accounting / tax strategies. Providing both an initial company analysis and continuing with monthly and quarterly consulting feedback to keep them on the right pathway.
Michael D. Sullivan
Former IRS Agent
Michael D. Sullivan is the founder of Michael D. Sullivan, Former IRS Agent. He had a distinguished career with the Internal Revenue Service for 10 years. As a veteran IRS Revenue Officer / Agent, he served as an Offer in Compromise Tax Specialist and Large Dollar Case Specialist. He also collaborated with the U.S. Attorney’s office on undercover operations. Michael received several awards for his work and dedication as an IRS Agent.
During his tenure with the IRS, he was a Certified Tax Instructor who taught out of the Atlanta Regional IRS Training Offices. He also taught out of the local and district offices of the IRS. Mr. Sullivan trained many of the new IRS Agents.
Michael has been in private practice for the last 35 years in the field of Taxpayer Consultation for IRS Audit and Collection tax resolution issues. He often consults with corporations and individuals, which involves a wide range of tax issues.
Michael has worked many large complex cases for high net worth individuals and large corporations. Mr. Sullivan is a committed professional with dedicated involvement in the tax profession community as a frequent speaker on the South Florida circuit and also served as an officer and on the Board of the Greater South Florida Tax Council. Michael has been the program host and moderator for several Internal Revenue Service forums both in the public and professional sectors.
Mr. Sullivan has appeared on ABC Washington, The Briefing Room, comments about The Releasing and Audit of Donald Trumps Tax Returns.
Former IRS Agent & ENROLLED AGENT
Julie Lynch recently retired after a 38-year renowned career as a Revenue Officer in the Collection Division of the Internal Revenue Service. During that time, she worked collection cases involving both individuals and businesses, and handled all aspects to resolve the cases; from securing OFfers-in-Compromise, installment agreements, reporting cases currently not collectible and requests for abatement.
She worked closely with all divisions within the IRS, including Examination Division and Taxpayer Advocate. She also met regularly with representatives of both the U. S. Attorney’s Office and the IRS Office of Chief Counsel. Julie taught several IRS classes, was an On-The-Job Instructor for new employees; and as a senior Revenue Officer, she acted as a mentor to lower graded employers.
She was often called upon for her expertise to assist with other departments within the Collection Division, as well as assisting employees within her group.
During her tenure, she received yearly Performance Awards, as well as a Regional Commissioner’s Award and a Certificate of Appreciation from the Secretary of the Treasury.
At the time of her retirement, she received the Albert Gallatin Excellent Service Award from the Secretary of the Treasury.
Former Appeals Officer, IRS Revenue Agent
Born in Coral Gables, Florida, Herb’s career started with 2 years in public accounting at the international CPA firm Harris, Kerr Forster.
After 2 years, he was hired by the IRS and started in the Small Business Division as a Revenue Agent. He primarily audited “C” and “S” corporations and Schedule-C’s. He also acted as an acting group manager.
After 6 years, he was recommended to join the Appeals Division as an Appeals Officer.
He worked on hundreds of cases such as those involving individual income taxes, “S” and “C” corporation tax issues, whether the trust fund recovery penalty applied to various individuals, claims for refunds, whether a civil fraud or accuracy penalty applied to a tax understatement, unreasonable compensation from a corporation, whether a preparer penalty should be applied against a tax return preparer, under-reported income, whether a sale of an asset should be classified as a capital gain versus ordinary income, charitable contribution valuations, distributions exceeding basis in an “S” corporation.
Herb also worked Offers in Compromise, Doubts as to Liability and Collectibility and cases scheduled for trial before the United States Tax Court.
Herb has received numerous commendation letters from taxpayers and their CPAs on cases he resolved While at the IRS, Herb even resolved cases with Mike Sullivan and Steve Jacob of this firm.
Herb’s areas of expertise are examinations of individuals, corporations, Appeals and negotiating with the IRS.
CPA, Tax Attorney, Lawyer
Lucy has experience in both industry and public accounting, managing and consulting for businesses, assisting taxpayers from tax preparation to representation before the Tax Court, and representing clients at the federal, state, and local levels. Prior to becoming an attorney Lucy managed her CPA practice and worked as a Controller and Accounting Manager for public and International manufacturing companies.
Lucy earned her MBA from the University of St. Thomas in Houston, followed by her JD from the South Texas College of Law Houston. While at South Texas, she earned the University and Texas State Bar Pro Bono Honors award. She was also the President of the Tax Law Society and a member of the Board of Advocates. She then went on to become an Adjunct Tax Clinic Professor at South Texas.
Her accumulated experience as an attorney, business owner, CPA, and manager of a non-profit has fueled Lucy’s desire to help those in need and provide a holistic approach to business problems.
Lucy’s work comes to us a CPA only. Her Attorney/Lawyer Representation is by a separate personal engagement and representation to her law firm which is entirely a separate entity.
Tax Attorney and Civil litigation Attorney
David graduated from Boston University with a Masters of taxation of law. David was fifth in his class.
He attended the University of Santa Clara with the jurist doctorate and graduated 19th in his class.
He graduated from the California State University with a bachelors of arts.
He was awarded first place in the Rebellion Forum first public policy about the “Taxman in the textbook.”
Mr.Hoines is admitted to the Supreme Court of the United States of America,
The Supreme Court of the state of California,
Supreme Court of the state of Florida, and the Appellate Division of the Supreme Court of the State of New York.
David also was admitted in the US Circuit Court of Appeals, the US Court of Claims and the United States Tax Court.
David is a member of the American Bar Association, the Broward County Bar Association and a sustaining member the Association of trial lawyers of America.
David is a highly skilled tax attorney who can handle anything from a simple IRS notice or letter, representation before the Internal Revenue Service, and Tax Court as well.
Edward Parsons, CPA
Ed Parsons CPA is a highly experienced CPA specialized in the field of international taxation.
Ed has helped hundreds of individuals with unreported foreign assets, filing past due years under the Streamlined Procedure – with ample experience with other amnesty programs such as the Offshore Voluntary Disclosure Program.
Ed is well versed in the Foreign Earned Income Exclusion, Foreign Tax Credit, Controlled Foreign Corporations, Passive Foreign Investment Companies and foreign trust fields.
Foreign Nationals doing business in the US will also benefit from his experience with inbound transactions, whether for tax planning or for specific US Trade Or Business or Effectively Connected Income open matters representation before the IRS.
Ed helps entrepreneurs and businesses with even the most complex needs that other CPAs are afraid to tackle. He works in person with local clients and through a robust online platform for those farther away. Whether it’s a mom-and-pop business, an international firm, or a Fortune 50 company, business owners count on his expertise to help them succeed.
Alysia Dahir, MBA
We are proud to have Alysia R. Dahir MBA, Former IRS Agent on our staff.
Alysia has held positions with the Federal Government in The Department of Treasury (IRS) and The Department of Defense (Academic and Military Projects Army/Navy) along with global corporations in her early work as an Agent, Accountant and Analyst. She was a Revenue Agent.
Her combined 18 years of government service, corporate accounting and individual business consulting define her as a leader. She has extensive experience with income tax preparation for individuals, corporations, partnerships, non-profits, estates and trusts, foreign expats, start-ups and community property.
She is a leader, demonstrating a rich knowledge in finance and accounting concepts/principles. Speaking to her character for authenticity she works with diverse groups of clients and companies. Her strategic goals are to align with business needs and targeted business solutions. Importantly she champions and commands strong advocacy of knowledge sharing and teams.
Enrolled agent, Tammy Graham, is authorized to represent individuals, corporations, and others before the IRS.
Tammy obtained a Master of Science in Accounting from Indiana Wesleyan University, where she graduated with honors.
Tammy specializes in nearly everything related to IRS and State Tax Problems. She has been working with taxpayers in the federal and state tax resolution sector for years.
She specializes in all things resolution including, but not limited to offers in compromise, hardships, installment agreements, levy releases, unfiled tax returns, penalty abatements, 941 payroll tax problems, and trust funds.
In total, she has 23 years of experience with all aspect of business accounting and or representation.
Tammy is an extremely talented practitioner and has worked thousands of cases in her lifetime.
Former IRS Agent
As a former IRS Revenue Officer with the Department of Treasury, Ed covered the states of Iowa, Nebraska, South Dakota, and North Dakota.
Ed specialized in teaching as an on-the-job instructor, and leadership as an acting group manager. As an IRS agent he worked in the wage and investment division as a tax resolution representative (TRR) at the local taxpayer assistance center. This experience makes him uniquely skilled in all aspects of the collection division of the IRS. He is also skilled in trust fund taxes, payroll taxes, individuals, businesses, corporations, and any entity that owes the IRS.
IRS Revenue Agent
Jackie Knows the IRS. She Used to Audit Them!
Jackie has had a decorated tax and auditing career of 33+ years of combined experience as a Revenue Agent with the IRS and as a Senior Auditor with the most powerful IRS watchdog – the Department of Treasury Inspector General for Tax Administration (TIGTA).
As an IRS Revenue Agent, Jackie conducted taxpayer audits, demanded records, conducted interviews, and had the power to assess additional federal taxes. As a TIGTA Auditor, she conducted audits and investigations that improved IRS operations, with the focus on preventing fraud, waste and abuse at the IRS. This experience makes Jackie uniquely skilled in all aspects of IRS operations, including the Examination and Collection divisions of the IRS.
There is no information like insider knowledge, which is precisely what Jackie can deliver to clients. During her tenure with the IRS and TIGTA, she worked closely with every level of IRS organizations, from agents to top level management. She is extremely familiar with the ins and outs of the IRS system as well as the best negotiating techniques. While the IRS may be forthcoming with its rules and regulations, there is certain information they simply won’t tell the public. Jackie knows that there is always a little wiggle room, or shall we say, she knows the best methods for getting clients out of hot water with the IRS’s aggressive audits and collection actions.
Jackie is a humble, easy to talk to, down to earth petite woman. In fact, you would not even know that she was an ex-IRS and TIGTA Agent. To Jackie, every client is family, and she wants everyone to know that she is on their side when they become a client. Every client of Jackie is delighted when asked: “What Would You Ask a Former IRS/Treasury Auditor?”. Imagine the astounding types of questions Jackie received from clients! And this has made her and her clients’ day, over and over again!
Jackie earned her accounting degree from Texas Tech University. She also received the IRS Enrolled Agent license, the highest tax credential awarded by the Department of the Treasury, to practice and represent taxpayers before the IRS in 50 states. Furthermore, Jackie is a member of the American Society of Tax Problem Solvers (ASTPS). When she is not solving tax problems, Jackie volunteers at the Salvation Army and enjoys doing community work.