COLLEGE     1957 -1961

 

BA Economics and Accounting, St John’s University, Collegeville, Minnesota. Class of 1961.

 

 

U.S. AIR FORCE:      1962-1968

 

Six years in the U.S. Air force, primarily in the job of Management Analysis Officer. This involved analyzing and evaluating progress of command management systems; conducting performance evaluations; program analyses, performing special studies and special activities for upper command officers; analytical, advisory, and presentation service for commanders; and devising command management systems to assist in achieving command objectives. Prepared written summaries, oral briefings, and charts that compared actual accomplishments with programmed objectives to determine progress made. Emphasized deviations and existing and potential problem areas. Portrayed causes of variances and their implications.

 

Instructor for the Management Analysis Officer course.

 

Chief, Management Analysis Branch.

This involved giving highest ranking officers on several Air Force bases a critical analysis monthly or more frequently on areas of deficiency. This also involved obtaining reasons for deficiencies from colonels who were heads of departments and providing carefully worded briefings, as a Captain, to the commanding general about their deficiencies.

 

 

INTERNAL REVENUE SERVICE:      1969-1994

 

Internal Revenue Agent for Internal Revenue Service (IRS) for over 25 years. Examined tax returns of individuals, fiduciaries, corporations and partnerships from 1969 through 1994. Involved "thinking outside the box."

 

IRS JOB DESCRIPTION:

 

NATURE AND PURPOSE OF WORK: This is the position of a broadly qualified Internal Revenue Agent who conducts independent field examinations of a wide range of income tax returns or other audit investigations which can be expected to involve a general variety of tax law, accounting, or investigative problems.

 

Representative assignments include returns from individuals, partnerships, fiduciaries, and corporations requiring the application of audit and investigative procedures in the review of business activities and records to determine correct tax liability.

 

Assignments may be expected to include from time to time other types of tax returns requiring similar field examination techniques or investigative inquiry. Makes other special investigations such as those pertaining to claims, offers-in-compromise, or collateral requests. As required, conducts investigations jointly with a Special Agent and completes audit portion, furnishes tax information assistance to the public, trains agents in lower grade, classifies returns, serves as administrative officer in charge, or performs other special duties.

 

 

MENTAL DEMANDS: Determines the probable extent of examination or investigative inquiry necessary through study of the return, schedules and other information attached. Devises a general plan for the audit subject to review after initiating contacts, and further study or preliminary findings from review of taxpayer records or investigative developments from problems arising. Exercises alertness in detecting indication of fraud during the course of examinations. Problems or questions encountered and resolved independently largely on accounting, tax law, or other basis such as business practice, precedent, policy, etc., are varied and require good knowledge of the code and regulations and of accounting and audit procedures.

 

CONTACTS: Initiates varied personal contacts with taxpayers and representatives, business associates, real estate agents, appraisers, bank officials, employees, etc., to obtain or verify information concerning operations, transactions, business records, etc., necessary for determining proper tax liability. Many of these contacts are distinguished by the variety or complexity of issues, multiplicity of business transactions, or circumstances of business association or relationship.

 

QUALIFICATIONS: Good knowledge of accounting and auditing, tax law, and general investigative methods; ability to determine the most effective avenue in conducting field examinations of returns from many different individuals and businesses, and to solve most audit problems independently. Skill in the interpretation, discussion, and application of tax laws, regulations and court decisions. Ability to prepare complete and lucid reports of examinations completed.

 

 

SELF-EMPLOYED CERTIFIED PUBLIC ACCOUNTANT

AND ENROLLED AGENT     1995 to 2014

 

Only Enrolled Agents, attorneys, and CPAs are licensed to practice before the Internal Revenue Service. Prepared tax returns and represented clients before government agencies.

 

 

CURRENT

 

Professional researcher and writer

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