Gary W. Lundgren, EA   Résumé

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Summary of QualificationsGary Lundgren

34+ years as a Proactive Taxpayer Advocate specializing in Tax Solutions and Representation in Collection, Audit and Examination issues.  Financial analysis, planning, resolving and researching tax issues for businesses and individuals.  Tax law research and analysis, investigations, resolving issues and disputes.  Intense negotiations with government agencies and clients.

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 Federal Government.  I passed the exam on the first try with scores in the 90th percentile. In the year I tested, only 19% of applicants passed the test on the first try.

 

PROFESSIONAL EXPERIENCE

Tax Consultant / Advocate  1991 – Present

 Revenue Officer, MN  St. Paul MN, 1983 - 1991

 Accountant, Mid America Dairymen Inc., St. Paul MN, 1981 - 1983

 

EDUCATION

Bachelor of Science, Business Administration, National College, Rapid City SD.
Served as Student Council President

 

Professional Designations / Affiliations / Recognition

 

From the 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:

"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

 

Tax Settlement$ by Gary W Lundgren, EA


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