William Perez has been working as a tax professional for over seven years. He earned the "enrolled agent" designation by passing a comprehensive examination on federal taxes and maintains his credential by taking continuing education classes. William routinely represents the interests of taxpayers before the Internal Revenue Service. William focuses exclusively on the needs of individuals, small businesses, and American citizens living abroad.
Experience:
William currently is employed in a private tax practice where he helps people resolve their tax problems, minimize their taxes, and plan for their financial future.
Education:
William earned a master's degree in philosophy from San Francisco State University. He successfully passed the enrolled agent exam in 2005. He currently stays abreast of tax law changes through continuing education, reading tax blogs, and researching the very interesting questions and issues raised in the tax forums.
From William Perez:
I approach being a tax accountant a bit differently than others. For me, it's not just about the numbers. It's also about understanding a person's financial life and making sense of our ever-changing tax code. I utilize critical thinking and analytical skills developed through my philosophical studies to understand how to make sense of America's tax system.
While I make every effort to insure that the tax information on About.com is accurate, it is your responsibility to make sure that you follow the tax laws. This is important because I need to let you know about one provision found in a regulation called Treasury Circular 230. Under this law, you cannot use any of the information on this Web site for the purpose of avoiding penalties that may be imposed by the IRS. That's why in every article I write, I'll refer you to the appropriate materials from the IRS so that you can dig deeper into particular tax issues.
References:
- Journal of Accountancy
selected taxes.about.com as a "smart stop on the Web" for tax information. - The CPA Journal (New York State Society of CPAs)
selected taxes.about.com as "website of the month." Includes in-depth site review. - William's Twitter
More of a personal project, I post interesting quotations and observations on our tax code.