Resumé of Gary W. Lundgren, EA
26 years General/Cost Accounting and Tax experience. Financial analysis and planning. Resolving and researching tax issues for businesses and individuals. Forensic accounting. Tax law research and analysis. Investigations. Resolving issues and disputes. Intense negotiations with government agencies and clients. Strengths in research and analysis, planning, organizational skills, projects, and computer skills.
An Enrolled Agent (EA) is licensed by the U.S. Treasury to represent taxpayers before all administrative levels of the IRS. To qualify for my Enrolled Agent license I was required to pass a two-day test on tax law and pass a background investigation by the US Treasury Department. I passed the exam on the first try with scores in the 90th percentile. Typically only 19% of applicants pass the test on the first try.
Professional Experience
Represented clients at all administrative levels of the IRS and State, including appeals.
Performed in-depth reviews & analyses for individuals and businesses.
Resolved tax delinquencies, difficult situations, and audit disputes for businesses and individuals.
Developed analyses and processes for quick resolutions.
Created spreadsheet formats for clearly presenting complex data.
Published technical book ‘Slash IRS Back Taxes’ about the IRS Offer in Compromise process.
Designed & managed web site to provide useful tax information.
Taxpayer contacts, investigations and legal actions in the field for improved taxpayer compliance.
Performed duties to manage, organize, train, and support the work of other officers.
Reviewed and developed departmental policies and procedures for effectiveness and clarity.
Developed computer programs to streamline tasks and reports.
Developed inter-relationships with other State and Federal agencies for effectiveness and cooperative efforts.
Accountant, Mid America Dairymen Inc., St. Paul MN, Jan 1981 - Sep 1983
General/cost accounting; auditing in manufacturing environment in all areas of financial statements.
Tax preparation
Capital/fixed asset projects; plant & equipment acquisitions
Operating budget planning
Capital expenditure budget planning
Education
· Enrolled Agent – Licensed by the U.S. Treasury Department to Practice before the Internal Revenue Service.
· Board Member, Minnesota Society of Enrolled Agents, 1995 – 1998
Board Member, Robbinsdale MN Chamber of Commerce 1998
Achievement Awards in 1985, 1988, 1990; MN Department of Revenue
From the MN Attorney General's Office:
"Gary, just a note to express my appreciation for your fine work in the audit of the above case, as well as for your assistance and advice during the (tax court) trial. As we both know, (name deleted) was the kind of case where a good handle on the facts was all-important in rebutting the appellant’s attempt to confuse the issues." -- MN Attorney General’s Office
From a Group Manager at the MN Department of Revenue:
"Gary is innovative, aggressive and comprehensive in the efforts he puts forth on cases of the highest complexity in a field office. His contribution in the form of special assignments, as officer in charge supporting the work of others, and participating in the administration of this office, is outstanding.’" -- Group Manager
Copyright © 2001-2008 by Gary W. Lundgren, EA