Gary W. Lundgren, EA Résumé
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Summary of Qualifications
40+ 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.
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.
Published technical book ‘Slash IRS Back Taxes’ about the IRS Offer in Compromise process available on Amazon and Barnes & Noble.
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.
Participated in legislative development.
Developed computer programs to streamline tasks and reports.
Developed inter-relationships with State and Federal agencies for effectiveness and cooperative efforts.
Accountant, Mid America Dairymen Inc., St. Paul MN, 1981 - 1983
General/cost accounting; auditing in manufacturing environment in all areas of financial statements.
Capital/fixed asset projects; plant & equipment acquisitions
Operating and Capital expenditure budget planning
Achievement Awards in 1985, 1988, 1990
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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