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Richard S

My expertise is in collecting past due taxes and tax returns. While at the IRS I worked on wage and bank levies, liens, Offer in Compromise, late filing and payment agreements every day. I spoke with over 20,000 people concerning their issues while I worked there (just retired).


As an Enrolled Agent, I am fully capable of providing tax advice as it relates to personal and business income taxes. Enrolled Agents are the only Federally licensed tax practitioners and are admitted to practice before all administrative functions of the IRS. My specialty is working with small business owners who file Schedule "C" and helping them to structure their business in such a way as to maximize as many tax advantages as possible. I also enjoy working with individuals who have both routine as well as complex tax situations. I prefer to concentrate on individuals and small business tax planning.

Recent Answers

2017-02-11 Mistake in making a 2016 traditional IRA contribution:

Douglas - This type of situation applies quite frequently and you should not have to pay a tax that there is an exception for.  Here is the link on the IRS web site that tells you how to make the correction:

2017-01-23 Charitable contributions by check or RMD:

Roy - Yes, the devil is in the details, as you say.  Here is some general information:    Qualified charitable distribution (QCD). A QCD is a nontaxable distribution made directly by the trustee of the

2016-12-29 Capital gains tax calculations:

Pablo, thank you for your generous consideration for a donation.  To make a payment, you can go to my web site and click "Make a Payment".  My web site is    To answer your second

2016-12-25 NGOs/Charities Not Paying Sales Tax:

Dovi,  Sorry, haven't read any statistics about NGOs and whether they recap any sales tax thru their tax returns. My expertise is much more on the personal side - rather than the corporate. And, on the

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