Meet the Team
Meet the members behind 4 U Tax & Financials, Inc.. We are here to help you succeed!
The Team Behind 4 U Tax & Financials, Inc.
Robert Patterson
Founder & CFO of 4 U Tax & Financials, Inc.
Robert Patterson is the Founder & CFO of 4 U Tax & Financials, Inc.. Robert has had a distinguished career in Taxation and Accounting for over 25 years. Robert started with humble beginnings as 4 U Tax & Accounting Services in 2012 and has since grown to multiple locations serving the state of Kansas and his company has earned Best of Thervo Tax Preparation Business for last three years.
Robert has worked for CCH(WoltersKluwer), H&R Block as a store manager and ran a personal tax business in Texas.
He materially participates in the day-to-day operations of 4 U Tax & Financials, Inc. and takes a hands-on approach with every client and prospect. Robert specializes in Small businesses, Non-profits, Start-Ups and anyone who earned 1099 income and has experience in all areas of tax law & tax planning, generally accepted accounting principals as well as teaching & building blocks for new businesses.
Registered with the Following:
The Kansas Department of Revenue
Internal Revenue Service as a Registered Tax Preparer, Member AFSP
American Institute of Professional Bookkeepers
National Association of Black Accountants
National Notary Association
Dena Clark
Office Manager, 4 U Tax & Financials, LLC
Ms. Clark has been with us for a year now had has been instrumental in instituting new office procedures bringing our office and files up to date helping our clients to have a better inner-office experience. She comes to us from Stanford University with an extensive background in administration, medical billing and HR.
Office Manager
Notary Public
Registered Tax Preparer
Julie Lynch
Retired Revenue Officer in the Collection Division of the Internal Revenue Service
Recently retired after a 38-year renowned career as a Revenue Officer in the Collection Division of the Internal Revenue Service. During that time, she worked collection cases involving both individuals and businesses, and handled all aspects to resolve the cases; from securing Offers-in-Compromise, installment agreements, reporting cases currently not collectible and re-quests for abatement.
She worked closely with all divisions within the IRS, including Examination Division and Taxpayer Advocate. She also met regularly with representatives of both the U. S. Attorney’s Office and the IRS Office of Chief Counsel. Julie taught several IRS classes, was an On-The-Job Instructor for new employees; and as a senior Revenue Officer, she acted as a mentor to lower graded employers.
She was often called upon for her expertise to assist with other departments within the Collection Division, as well as assisting employees within her group.
During her tenure, she received yearly Performance Awards, as well as a Regional Commissioner’s Award and a Certificate of Appreciation from the Secretary of the Treasury.
At the time of her retirement, she received the Albert Gallatin Excellent Service Award from the Secretary of the Treasury.
Herb
Certified Public Accountant (CPA) Chartered Global Management Accountant (CGMA) Bachelor’s Degree in Accounting- University of Miami Masters Degree in Taxation (MST)
Born in Coral Gables, Florida, Herb’s career started with 2 years in public accounting at the in-ternational CPA firm Harris, Kerr Forster.
After 2 years, he was hired by the IRS and started in the Small Business Division as a Revenue Agent. He primarily audited “C” and “S” corporations and Schedule-C’s. He also acted as an acting group manager.
After 6 years, he was recommended to join the Appeals Division as an Appeals Officer.
He worked on hundreds of cases such as those involving individual income taxes, “S” and “C” corporation tax issues, whether the trust fund recovery penalty applied to various individuals, claims for refunds, whether a civil fraud or accuracy penalty applied to a tax understatement, unreasonable compensation from a corporation, whether a preparer penalty should be applied against a tax return preparer, under-reported income, whether a sale of an asset should be classified as a capital gain versus ordinary income, charitable contribution valuations, distributions exceeding basis in an “S” corporation.
Herb also worked Offers in Compromise, Doubts as to Liability and Collectibility and cases scheduled for trial before the United States Tax Court.
He also lectured before various professional groups such as the Greater Fort Lauderdale Tax Council, the Florida Institute of CPA’s and several radio talk shows.
Herb has received numerous commendation letters from taxpayers and their CPAs on cases he resolved While at the IRS, Herb even resolved cases with Mike Sullivan and Steve Jacob of this firm.
Herb’s areas of expertise are examinations of individuals, corporations, Appeals and negotiating with the IRS.
Herb was also a lay member of the Fee Arbitration Committee of the Broward County Bar Association.
After working in Appeals for 18 years, Herb moved to the Large Case Division of the IRS. He examined financial records of large cor-porations and proposed various tax issues. The largest case he was engaged in exceeded $20 billion in sales.
He met with numerous taxpayers and their CPAs and Attorneys in scheduling and performing tax examinations. He was also a consultant to the IRS Criminal Investigations Division to determine if their tax cases warranted a criminal or civil investigation.
Naubriaunna Hall
Director of Operations 4 U Tax & Financials, LLC
Daughter of the founder, Robert Patterson. Naubriaunna is a business owner and Notary. She has several degrees and certificates and continues to pursue education in both her field and business Management as she helps 4 U Tax and Financials, LLC to ascend.
Registered with the Following:
National Notary Association
Michael D. Sullivan
Founder of Sullivan4irsmatters, Former IRS Agent
He had a distinguished career with the Internal Revenue Service for 10 years. As a veteran IRS Revenue Officer / Agent, he served as an Offer in Compromise Tax Specialist and Large Dollar Case Specialist. He also collaborated with the U.S. Attorney’s office on undercover operations. Michael received several awards for his work and dedication as an IRS Agent.
During his tenure with the IRS, he was a Certified Tax Instructor who taught out of the Atlanta Regional IRS Training Offices. He also taught out of the local and district offices of the IRS. Mr. Sullivan trained many of the new IRS Agents.
Michael has been in private practice for the last 35 years in the field of Taxpayer Consultation for IRS Audit and Collection tax reso-lution issues. He often consults with corporations and individuals, which involves a wide range of tax issues.
Mr. Sullivan also teaches courses for Attorneys, Lawyers, and CPA’s for continuing education.
For Attorneys and Lawyers, Course number 1708462N to the members who have completed “IRS Tax Resolution”. Florida Bar members can report their CLE credits online at www.floridabar.org.
CPA CE Provider application 1769 and your CPA CE Course application were both approved on 11/28/2017. Your provider number is PVD990 and your course number is CRS22227.
Registered with the Following:
The Florida Department of State
The Florida Market Place
The Internal Revenue Service as a Former Agent and Teaching Instructor
North American Industry Classification System (NAICS – SAM approved)
The Federal Acquisition Regulations (FAR -SAM approved)
The Commercial and Government Entity (CAGE- Sam approved)
US Department of Homeland Security (FEMA – SAM approved)
The Department of Defense (DOD- SAM approved)
Ed Parsons
CPA - International Taxation
Ed is a highly experienced CPA specialized in the field of international taxation. Ed has helped hundreds of individuals with unreported foreign assets, filing past due years under the Streamlined Procedure – with ample experience with other amnesty programs such as the Offshore Voluntary Disclosure Program.
Ed is well versed in the Foreign Earned Income Exclusion, Foreign Tax Credit, Controlled Foreign Corporation.
Foreign Nationals doing business in the US will also benefit from his experience with inbound transactions, whether for tax plan-ning or for specific US Trade Or Business or Effectively Connected Income open matters representation before the IRS.
Ed helps entrepreneurs and businesses with even the most complex needs that other CPAs are afraid to tackle. He works in person with local clients and through a robust online platform for those farther away. Whether it’s a mom-and-pop business, an international firm, or a Fortune 50 company, business owners count on his expertise to help them succeed.
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