CPA, MBA, Former Controller / CFO
Joe has 25+ years as 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 bothan initial company analysis and continuing with monthly and quarterly consulting feedback to keep them on the right pathway.
QuickBooks certified with experience in both desktop and online versions. He has additional experience implementing software’s, creating budgets & analytical reports to suit your business needs. Plus, in depth experience with tax preparation for both personal and business. Joe has previously overseen company operations with annual revenues exceeding $500 Million, Joe has found solutions that fit both the small business to mid-size company operational goals. These operational goals include but are not limited to: Policies, procedures, internal/external auditors, capital expenditure budgeting, fixed asset depreciation programs, GPS time card administration, accounts receivable/payable solutions, 3rd party software integrations, reviewing complex contracts, 401K plan administrations, periodic financial preparations and corresponding correcting adjustments as well as insurance policy reviews.
Joe and his team strongly believe when you are successful then our team is successful.
Joe has a passion for scuba diving and kayaking annually on multi-day ventures at remote destinations. Click link for one of the Adventures to the Pecos River in Texas. In addition, Joe enjoys his time in a joint weekly bible study with Michael Sullivan shown below.
Michael D. Sullivan
FORMER IRS AGENT
Michael D. Sullivan 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.
Mr. Sullivan was also a teaching instructor who taught at the Regional Training Center in Atlanta, Georgia. Also he was a On-the-Job Instructor and instructed locally at his post of duties.
He also collaborated with the U.S. Attorney’s office on undercover operations which included cases of such as operation Greenback.
Michael received several awards for his work and dedication as a IRS Agent. During his tenure with the IRS, he was a Certified Tax Instructor who taught out of the Atlanta Regional IRS Training Offices.
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 and also served as an officer and on the Board of the 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 is also registered with the Department of Business and Professional Regulation and has an approved class for IRS Collection Matters for Certified Public Accountants and Attorneys. Course # 0012279 .Provider number 0007530
His expertise is in the collection, audit division and other IRS platforms.
He is been a national speaker across different industries and verticals as it relates to IRS matters. Mr. Sullivan has been a featured speaker in the credit card industry, student loan and the debt settlement vertical as well.
He also was one of the featured speakers at the Latino Tax Fest which also featured Nina Olsen, Nation Taxpayer Advocate.
Mr. Sullivan has also appeared on FOX BUSINESS NEWS
Mr. Sullivan has appeared on ABC Washington, The Briefing Room, comments about The Releasing and Audit of Donald Trumps Tax Returns.
In addition, he has also contributed to Bloomberg News and the Wall Street Journal, Laura Davison, Brody Mullins, ABC News, Washington, The Briefing Room, NBC KGPE 47CBS, Fresno, California, with Erik Rosales.
Registered with the Following:
The Internal Revenue Service as a Former Agent and Teaching Instructor
US Department of Homeland Security (FEMA – SAM approved)
The Department of Defense (DOD- SAM approved)
Michael graduated from St. Thomas University with a B.A. in Pre-Law. He also has attended Knox Theological Seminary.
Mr. Sullivan has obtained a Life Time Achievement Award for Little League Baseball and sat on the International Board for the Walk to Emmaus. Michael also is a proud member of the Life Work Leadership program.
Mr. Sullivan was the former District Leader of the United Methodist Church, and served on the Board of Lay Ministry.
Michael is very active in the various ministries of his church where he can be found leading and teaching Biblical Studies.
Mr. Sullivan also appeared on Net Grace FM, for the Christian Business Weekly show.
Mr. Sullivan has also received and been awarded “The Diocesan Synod Grand Patroit Diocese Award” in Lagos. Nigeria.
Mr. Sullivan also sits on the The Mobil 1 Twelve Hours of Sebring International Raceway Advisory Council (SIRAC).
He is also an avid bass fisherman, has a commercial racing license, and can be found on occasion skydiving. He has also coached 12 of Little League Baseball, JV Football at Cardinal Gibbons High School, Roller Hockey, Flag Football, Soccer and Basketball.
FORMER IRS AGENT & ENROLLED AGENT
FORMER IRS REVENUE OFFICER
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
Certified Public Accountant (CPA)Chartered Global Management Accountant (CGMA)
Bachelor’s Degree in Accounting- University of Miami
Masters Degree in Taxation (MST)
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 a 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.
He also lectured before various professional groups such as the Greater Fort Lauderdale Tax Council, the Florida Institute of CPA’s and several radio talk shows. 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. Herb was also a lay member of the Fee Arbitration Committee of the Broward County Bar Association.
After working in Appeals for 18 years, Herb moved to the Large Case Division of the IRS. He examined financial records of large corporations and proposed various tax issues. The largest case he was engaged on exceeded $20 billion in sales.
He met with numerous taxpayers and their CPAs and Attorneys in scheduling and performing tax examinations. He was also a consultant to the IRS Criminal Investigations Division to determine if their tax cases warranted a criminal or civil investigation.