Supervising Tax Attorney, Enrolled Agent
Ken Ly began his career in taxation as an Enrolled Agent by working for a multi-million dollar tax resolution company. It was there that he learned the skills to help clients with their various IRS and State tax issues. Ken has experience in audits, penalty abatement’s, CNC, installment agreements, wage garnishments, bank levies, and IRS debt settlement (Offer in Compromise).
Enrollment Manager, Enrolled Agent
As an Enrolled Agent Paul has worked with clients on project-oriented engagements to provide resolution services and potential tax savings results. As an individual in this role he is required to have an excellent depth of tax knowledge and experience working on specialized engagements and to identify tax savings opportunities for his clients. Paul’s responsibilities included a focus on income, corporate, and employment tax resolution programs as well as assisting clients to ensure proper expectations are set.
CPA, Enrolled Agent
Karen is an enrolled agent and CPA with over 13 years of tax accounting experience. She has a bachelor’s degree in Business Economics from University of California, Santa Barbara. Karen has spent her professional career specializing in tax resolution. Karen’s goal is to help taxpayers not only resolve their tax debt, but also work with them to make the necessary adjustments to keep it from happening again.
Senior Tax Consultant
Chad having over 7 years of experience is proud to have grown within Federal Tax Management; he started as a Customer Service Representative and is now a qualified Senior Tax Consultant. He is part of the Enrollment team which deals primarily with personal and business collection cases and believes that communication is key to a successful resolution.
Senior Tax Consultant
Having over 5 years of experience in client services, as a manager and tax consultant, Ben always strives to help his clients with any tax related issues. His commitment to excellence and setting proper expectations is a welcomed addition to the Federal Tax Management team.
Client Service Representative
Terri is dedicated to delivering excellent client support and assistance regarding any tax issue. She has a wide range of experience in tax resolution ranging from client services to document management. She is always there for her clients and provides excellent support to any client inquiry.