About

40+ Years of Accountancy Experience

Jeff has over forty years of experience in accounting, tax preparation and representation, human resources, MIS applications, tax and financial planning and analysis. He has extensive experience in monitoring and implementing internal controls, preparing budgets for management, and operational financing. Jeff holds a Bachelor of Science Degree in Accounting and a Master of Business Administration Degree from the California State University, Fresno and he is a Certified Public Accountant. Born and raised in Fresno, 4 children and 9 grandchildren. He enjoys sailing at Huntington Lake when not in the office.

• Do take timely action. 

A notice may reference changes to a taxpayer’s account, taxes owed, a payment request or a specific issue on a tax return. Acting timely could minimize additional interest and penalty charges.

• Do review the information. 

If a letter is about a changed or corrected tax return, the taxpayer should review the information and compare it with the original return. If the taxpayer agrees, they should make notes about the corrections on their personal copy of the tax return and keep it for their records.

• Do respond to a disputed notice. 

If a taxpayer doesn’t agree with the IRS, they should mail a letter explaining why they dispute the notice. They should mail it to the address on the contact stub included with the notice. The taxpayer should include information and documents for the IRS to review when considering the dispute. People should allow at least 30 days for the IRS to respond.

• Do remember there is usually no need to call the IRS. 

If a taxpayer must contact the IRS by phone, they should use the number in the upper right-hand corner of the notice. The taxpayer should have a copy of their tax return and letter when calling the agency.

• Do avoid scams. 

The IRS will never contact a taxpayer using social media or text message. The first contact from the IRS usually comes in the mail. Taxpayers who are unsure if they owe money to the IRS can view their tax account information on IRS.gov.

• CALL US!