Joe Hopkins Pic

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 Sullivan

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 also appeared on FOX BUSINESS NEWS

Mr. Sullivan has also appeared on NBC.

Mr. Sullivan has appeared on ABC Washington, The Briefing Room, comments about The Releasing and Audit of Donald Trumps Tax Returns.

Julie Lynch

Julie Lynch

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.

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Herb Cantor

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.

Lucy Petry Pic

Lucy Petry

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.

David Hoines

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.

MEMBERSHIPS
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.

Alysia Dahir Former IRS Agent

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.

She also has a rich knowledge of the IRS being a former IRS Agent and knows the in’s and out of the IRS system.
Tammy Graham

Tammy Graham

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.

Edward Babitzke

Edward Babitzke

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. 

Jackie Nguyen

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.

Ronnie Lee Johnson

Financial & Trust Advisor

Ronnie Lee Johnson is an American author, ordained minister and financial advisor.  He was born in East Texas and grew up in Orange, Texas near the Gulf Coast.

Ronnie lost his wife, Nancy Jean in 2019.  He has two children:   a son who resides in Colorado and a daughter who lives in San Antonio, Texas.  He is the proud grandfather of nine grandchildren.

Ronnie Lee Johnson is also an estate planner, life underwriter, artist, and seminar presenter.

He now works remotely with a team of experienced professionals from North Padre Island in Corpus Christi, Texas.

He has conducted seminars across the country and internationally for the past 25 years. His audiences include: schools, colleges, churches, corporations, and cruise ships.

Ronnie has described his life ministry and career compared to a stick of butter cut perfectly in two pieces: the first half as a pastor and the second half in financial planning.

Ronnie’s favorite quote is by Mark Twain, “Do what is right, this will gratify some people and astonish the rest.

Josh Katz

Certified Public Accountant
Foreign Tax Reporting

Josh Katz is a highly experienced CPA who specializes in tax issues for Americans living abroad. Josh has helped hundreds of individuals with unreported foreign assets, filing past due years through the Streamlined Procedure and other IRS amnesty programs including the Offshore Voluntary Disclosure Program.

Josh is well versed in the Foreign Earned Income Exclusion, Foreign Tax Credit, Controlled Foreign Corporations, Passive Foreign Investment Companies and foreign trusts.

Josh began his career as an auditor with Deloitte before he founded Universal Tax Professionals, universaltaxprofessionals.com, to help Americans living abroad get caught up with US taxes without worrying about additional taxes and penalties and while avoiding issues with the IRS.

Josh works with individuals and businesses both based in the US and abroad. He also works with foreign nationals investing in the US, and other tax matters

Josh helps entrepreneurs and businesses with even the most complex needs that other CPAs are afraid to tackle. He works through an online platform for those farther away. Whether it’s a mom-and-pop business, an international firm, or a larger company, business owners count on his expertise to help them succeed.

Joshua A. Webskowski

EA, NTPI FELLOW, USTCP

Joshua specializes in successfully resolving cases in all areas of tax resolution including liens, levies, & other IRS collections cases. He is experienced in all aspects of Tax Resolution cases regarding Currently Not Collectible, Offer in Compromise & Installment Agreement cases.

Joshua also represents individuals and small businesses before the IRS and Minnesota State Department of Revenue in income tax audits. For the past 10 years he has been licensed to represent taxpayers before the Internal Revenue Service as an Enrolled Agent.

Enrolled agents (EAs) are a diverse group of independent, federally authorized tax practitioners who have demonstrated a high level of technical competence in tax and are licensed to practice by the Internal Revenue Service and all 50 states.

Joshua currently serving a six-year term as President of the Minnesota Society of Enrolled Agents (MNSEA). He was elected to the position in June 2017 and is currently fulfilling the role of Immediate Past President. Joshua is also a member of the National Association of Enrolled Agents.

The history of Enrolled Agents dates to 1884 when Congress authorized the Enabling Act of 1884, also known as the Horse Act of 1884. Congress recognized a need to regulate individuals representing citizens dealing with the Treasury Department about their claims against the U.S. This act gave the Secretary of the Treasury the authority to regulate who can represent these individuals

Mr. Webskowski is distinguished as one of the very few non-attorneys admitted to practice as a practitioner before the United States Tax Court (USTCP). Joshua is a Fellow of the National Tax Practice Institute as well as a member of the National Association of Enrolled Agents and the National Association of Tax Professionals.