Deanna L Bohn

*** ********* *****

Erlanger, Kentucky 41018 United States

Mobile: 513-***-****

Email: ad4mdq@r.postjobfree.com

Work Experience:

Case Advocate

Internal Revenue Service -Taxpayer Advocate Service (This is a federal job) 550 Main Street RM 5111

Cincinnati, OH

3/2018 - 4/2023

Hours per week: 40

Series: 0501 Financial Administration And Program

Pay Plan: GS - General Schedule (Ch. 51, 5 U.S.C.). Grade: 11/3

Duties, Accomplishments and Related Skills:

-Speak with taxpayers and Representatives.

-Assist with technical and procedural tax cases. Most complex cases with individual master file (IMF) and business master file (BMF). knowledge is needed to know where to find the information in the Service wide electronic research program (SERP), Case assistance by issue code (CABIC), and then which function/ department where to get the referral assistance operations request (OAR) to, to be worked.

-Educate taxpayers and Representatives on tax law, rights, consequences, decisions, and options.

-Assist taxpayers in resolving their problems with the Internal Revenue Service (IRS), and to identify and propose administrative and legislative solutions to mitigate those problems. While protecting taxpayer rights (TBOR).

-Resolve taxpayer problems that have not been resolved through normal IRS channels.

-Specialized research includes analysis of the account, using internal processes.

-Recommend what needs to be done on accounts with various functions (credit transfers, collection holds, release of refunds; adjustments, removal of penalty and interest. Within our delegated authority of memorandum of understanding with the Internal Revenue Service (IRS).

-Sit with other case advocates and discussed cases and resolutions.

- I was selected as Lead instructor in August, 2021 (collateral duty)

-Worked with congressional aides to help taxpayer inquires. Programs include:

information data retrieval system (IDRS), integrated action tool (IAT), taxpayer advocacy management system (TAMIS), information control system (ICS), correspondence imaging system (CIS), audit management system (AMS), remittance processing system (RTS), automated offers in compromise (AOIC), correspondence exam system and field (CEAS, RGS), business common objects (BOE), and many more programs.

Supervisor: Michael Synder 216-***-****)

Okay to contact this Supervisor: Yes

Case Advocate

Internal Revenue Service - Taxpayer Advocate Service (This is a federal job) 115 4th Ave SE Suite 413

Aberdeen, SD

6/2017 - 3/2018

Hours per week: 40

Series: 0501 Financial Administration And Program

Pay Plan: GS - General Schedule (Ch. 51, 5 U.S.C.). Grade: 7/2

Duties, Accomplishments and Related Skills:

-Speak with taxpayers and Representatives.

-Assist with technical and procedural tax cases

-Educate taxpayers and Representatives on tax law, rights, consequences, decisions, and options.

-Assist taxpayers in resolving their problems with the IRS, and to identify and propose administrative and legislative solutions to mitigate those problems.

-Resolve taxpayer problems that have not been resolved through normal IRS channels.

-Specialized research includes analysis of the account, using internal processes.

-Recommend what needs to be done on accounts with various functions (credit transfers, collection holds, release of refunds; adjustments, removal of penalty and interest.

-Sit with other case advocates and discussed cases and resolutions. Supervisor: Frieda Rankel 267-***-****)

Okay to contact this Supervisor: Yes

Lead Tax Examination Technician

Internal Revenue Service -Integrated Verification Operations (This is a federal job) 330 Scott Street

Covington, KY

3/2017 - 6/2017

Hours per week: 40

Series: 0592 Tax Examining

Pay Plan: GS - General Schedule (Ch. 51, 5 U.S.C.). Grade: 8/2

This is a time-limited appointment or temporary promotion Duties, Accomplishments and Related Skills:

-Assign work by management based off of Discoverer queries account, resolution(AR), Prisoner returns, BOGUS, etc).

-Managing inventories (BOGUS, AR, 4442's, screening, verification, etc)

- evaluative quality review system (EQRS)

-Training within team on new programs

-I was selected for the instructor cadre, passed certification in 2013.

-Wrote the BOGUS internal revenue manual, with acting manager Brandy Martin.

-Holding weekly team meetings

-Weekly Lead meetings

Supervisor: Brandy Martin 859-***-****)

Okay to contact this Supervisor: Yes

Tax Examination Technician

Internal Revenue Service- Taxpayer Advocate Service (This is a federal job) 330 Scott Street

Covington, KY

1/2012 - 3/2017

Hours per week: 40

Series: 0592 Tax Examining

Pay Plan: GS - General Schedule (Ch. 51, 5 U.S.C.). Grade: 7/6

Duties, Accomplishments and Related Skills:

- I currently work in IVO (Integrity & Verification Operation) formally known as AMTAP (Accounts Management Taxpayer Assurance Program) under RICS (Return Integrity and Correspondence Services) in Wage and Investment. As a Tax Examining Technician in this department our primary focus us revenue protection.

- Verify the accuracy of taxpayer's wages and withholding.

- Screening returns to see which ones need to be verified for accuracy.

- Sending faxes and calling employers to verify possible employees

- Holding the refunds until we are able to verify the information obtained, if it is accurate then we refile the return and the refund is released.

- Utilize the IRM (Internal Revenue manual) procedures to complete our screening and verification process.

- The system we use is EFDS (Electronic Fraud Detection System).

- screen returns looking for Fraudulent activity,

- Disposition the returns to scheme, Ace/ Adjustments, Ace/ Exam, & verify.

- Run queries to pull out the bad returns that have not hit the data mining score.

- Assigned work by management based off of Discoverer queries

- Help manage the BOGUS spread sheet

- Contact employers via fax and phone calls following the IRM with communication skills for completing disclosure.

- Account Resolution trained/ adjust accounts and send letters

- GII 5071C letters

- Bank Lead Program, retrieval of funds from the banks and applying those funds back on to the tax accounts with in certain time frames.

- Inquiry referrals (4442’s).

- Programs that are used as well as the ones listed below are excel, access, LexisNexis, Accurint and other internet web sites for research.

- Served as back up lead and shadow lead

- Assisted TPP analysts in completing their Age listing, Mandatory Review and PS29 spread sheets.

- Help review referrals such as 4442's in the -P and -R queue.

- Served as trainer and on the job instructor for BOGUS May of 2016

- Instructed and went over how to work on the TPP All Error Age list, Mandatory Review and PS29 spread sheets on 04/06/2016.

- Instructed a course on Stopping and Releasing Refunds on February 15, 2017

- Instructed a course on Adding to Scheme on February 14, 2017

- Instructed a course on screening in EFDS on March 10, 2016

- Instructed a Course on Stopping and Releasing refunds on March 5, 2016

- Selected to update the current DISC procedures April 30, 2014

- Updated the disc information on a master excel file for the disc verification.

- Wrote course material for our Disc program this September 2013.

- Served as Subject Matter Expert for the DISC program 2013, 2014

- Completed Certified Instructor Training in February of 2013.

- I have instructed a course on IMF Forms to the New hires in January 2013

- On the job instruction for the new hires as well as NQRS. November of 2012

- Selected for the Instructor CADRE in 2012.

- Selected to do Non quality reviews after trained on bank-leads (BKL) in March of 2012 Supervisor: Tammy Rackley 859-***-****)

Okay to contact this Supervisor: Yes

Individual Taxpayer Advisory Specialist

Internal Revenue Service -Individual Taxpayer Advisory Specialist (This is a federal job) 3848 W. Columbus Drive

Tampa, FL

11/2010 - 1/2012

Hours per week: 40

Series: 0501 Financial Administration And Program

Pay Plan: GS - General Schedule (Ch. 51, 5 U.S.C.). Grade: 5/9

Duties, Accomplishments and Related Skills:

- I started as an Individual Taxpayer Advisory Specialist on November 08/2011. Started training in Atlanta, GA on 11/29/2010-12/18/2010.

- Used FAMIS, which is a system we us to manually enter our work for the day especially if Q-Matic was not working properly. Q-MATIC is similar to ASPEC.

- Performed clerical duties

- Taxpayer inquiries for balance due, refund, collection, liens, tax law, installment agreements, math errors, id theft, tax return preparation, business master file questions, etc.

- Programs that currently use are IDRS, AMS, RTR, QMATIC, FAMIS, FAMIS2, IAT, EUP, RS-PCC, QWINN, CIS, RCA, etc.

- I have experience using, TAPS/SETR, Word, Power Point, Excel, 3081, etc.

- I stand in for the Intake associate representative (IAR) when they are not available, giving the taxpayers the tickets to be called by Q-MATIC.

Also assisting with general inquiries they may have, interviewing the taxpayer to determine their tax situation. While maintaining professionalism and courtesy.

- Same functions as Contact Representative in the Brookhaven Service Center

- Handle taking payments by check, money order or cash face to face.

- Retrieve transcript (s) of accounts for both IMF and BMF, accepts cash, and assist with federal tax deposit requests.

- Prepare Form 2290, Heavy Highway Vehicle use Tax Return for Taxpayers.

- Answer Tax law questions on various issues using ITLA (Interactive Tax Law Assistance).

- knowledge of the tax code and regulations applicable to individual income tax, the taxpayer rights, Internal Revenue Manual (IRM) procedures in order to provide assistance to the taxpayer, tax forms, notices, and other documents.

- I carry out a full range of administrative and technical assistance to individuals via Telephone and Correspondence.

Supervisor: G. Diane Pope 813-***-****)

Okay to contact this Supervisor: Yes

Contact Representative

Internal Revenue Service -Accounts Management (This is a federal job) 1040 Waverly Ave

Holtsville, NY

1/2010 - 10/2010

Hours per week: 40

Series: 0962 Contact Representative

Pay Plan: GS - General Schedule (Ch. 51, 5 U.S.C.). Grade: 7

Duties, Accomplishments and Related Skills:

- On the Job Instructor for new hire phone unit

- Non-evaluate review system (NQRS) reviewer for new to program employees working paper

- Maintained Contact Representative workload

- Taxpayer inquires include: Requests for forms, publications, and public use documents, Requests for Installment Agreements and Direct Debit Agreements (DDIA), Requests for Payroll Deduction Authorizations

(PDA), requests for tax account adjustments, Credit transfers, Requests for addresses to mail returns, payments, and/or correspondence, account, return, Non-filing letter, Record of Account and Wage and Income Transcripts, notices and letters, payments, refunds, priority practitioner line (PPS) line, etc.

- I have knowledge of the tax code and regulations applicable to individual income tax, taxpayer bill of rights

(TBOR), Internal Revenue Manual (IRM) procedures in order to provide assistance to the taxpayer, tax forms, notices,4442's and other documents. assistance to individuals via telephone and correspondence.

- Adjusting tax return accounts (amended tax returns, correspondence, penalty abatement)

- Assisting taxpayers directly or by transferring to the appropriate application using the Telephone Transfer Guide.

- Resolving delinquent accounts

- Responding to correspondence

- Informing and advising taxpayers

- Answering inquiries and resolving problems

- Subject Matter Expert (SME) with mirrored accounts.

- The programs that are used are information data retrieval system (IDRS), integrated action tool (IAT), correspondence imaging system (CIS), audit management system (AMS), remittance processing system

(RTS). These programs are used daily.

- Acted as acting manager and back up lead.

Supervisor: Vicki Morrison 631-***-****)

Okay to contact this Supervisor: Yes

Contact Representative

Internal Revenue Service -Accounts Management (This is a federal job) 1040 Waverly Avenue

Holtsville, NY

1/2008 - 10/2010

Hours per week: 40

Series: 0962 Contact Representative

Pay Plan: GS - General Schedule (Ch. 51, 5 U.S.C.). Grade: 7

Duties, Accomplishments and Related Skills:

- Adjusting tax return accounts (amended tax returns, correspondence, penalty abatement)

- Assisting taxpayers directly or by transferring to the appropriate application using the Telephone Trans Guide.

- Resolving delinquent accounts

- Responding to correspondence

- Informing and advising taxpayers

- Answering inquiries and resolving problems

- Subject Matter Expert (SME) with mirrored accounts.

- Specialty team adjusting and correcting taxpayer accounts of taxpayers for the recovery rebate payments in 2009-2010 and sending out letters.

- Taxpayer inquires include: Requests for forms, publications, and public use documents, Requests for Installment Agreements and Direct Debit Agreements (DDIA), Requests for Payroll Deduction Authorizations

(PDA), for tax account adjustments, Credit transfers, Requests for addresses to mail returns, payments, and

/or correspondence, account, return, Non-filing letter, Record of Account and Wage and Income Transcripts, notices and letters, payments, refunds, priority practitioner line (PPS) line, etc.

- I have knowledge of the tax code and regulations applicable to individual income tax, taxpayer bill of rights

(TBOR),

Internal Revenue Manual (IRM) procedures in order to provide assistance to the taxpayer, tax forms, notices,4442's and other documents.

- I carry out a full range of administrative and technical assistance to individuals via telephone and correspondence.

- The programs that are used are information data retrieval system (IDRS), integrated action tool (IAT), correspondence imaging system (CIS), audit management system (AMS), remittance processing system

(RTS). These programs are used daily.

- Acted as acting manager and back up lead.

- embedded quality review trained (EQRS).

- Also input 3081 on SETR/TAPS. I also was Acting Lead from 05/18/2009-05/22/2009 and 11/23/2009- 11/27/2009.

Received multiple customer service awards and manager awards during this time. On the Job Instructor for a newly paper trained unit from 08/03/2009-08/21/2009 Supervisor: Vickie C Versoza 631-***-****)

Okay to contact this Supervisor: Yes

Head Platform Bank Customer Service Representative New York Commercial Bank

50 NY-111

Smithtown, NY

11/2004 - 1/2008

Hours per week: 40

Duties, Accomplishments and Related Skills:

- I Started as a Personal Banking Representative at Roslyn Savings Bank (NYCB-Community)

- Customer Service includes marketing new banking products to the general public. Thus, evaluating financial reporting systems, suspicious activity reports (SARS), currency transaction reports (CTR), and make recommendations for changes. I built and strengthened customer relationships by great interpersonal and communication skills.

- Open Accounts, close Accounts, balances the safe totals, for shipments, proofed tellers balance sheets for book keeping and the general ledgers.

- Teller Transactions included monitoring clients accounts to determines if changes needed to be made to accommodate life change life change .

- Related Skills:

included business development, planning and coordination, financial advising, relationship building.

- Accomplishments:

Promoted to Financial Services Specialist

-Selected to take classes for the life insurance license. Then, selected to work in our Commercial Branches

(NYCX Branches) my title Title adjustment to Customer Service Representative. I then worked with commercial businesses and retention registers, to get this branch into compliance. While being head teller, acting as assistance manager.

Supervisor: Janet Rytel 631-***-****)

Okay to contact this Supervisor: Yes

Customer Service - Sales Associate

Walmart

Route 347

East Setauket, NY

1/2002 - 10/2004

Hours per week: 40

Duties, Accomplishments and Related Skills:

- Customer service started at the curtsy desk with refund of merchandise. Copies of receipts documents to proof registers counts at the end of the night to accounting for verification. Analyzing the counts of damage goods.

- Customer Service, also help with cashiering from time to direct cost of goods, for sales. to help make customers happy.

- Merchandising, in store set up. Area clean up, of floor plans for mods on the sale floor.

- Basic Duties Of An Department Manager

-Responsibility, work load management of on hand counts of inventory for price changes. The cost basis, sale decrease, for the mod changes on the floor plan and set up for ordering products with adding inventory sales. I would also help employees with how to set the inventory with the on hand counts, ordering merchandise, setting signing with the floor plans in the soft lines department. Supervisor: Nancy 631-***-****)

Okay to contact this Supervisor: Yes

Clerk

Harvey O. Riley Insurance

1016 Ingleside Avenue

Baltimore, MD

6/1996 - 7/2003

Hours per week: 15

Duties, Accomplishments and Related Skills:

Clerk work

- Filing, consumer and commercial documents

- Mail, going to post office, weighing pricing mail for drop off.

- Typing, inputting information.

- Customer Service, taking down customers information for call back.

- This also is a family business, only help out now when I visit, more so when I was in school Supervisor: Terry Riley- Deceased Brother Harvey Jr. 410-***-****) Okay to contact this Supervisor: Yes

Extracting Clerk- Sweeper

Internal Revenue Service (This is a federal job)

5000 Cooperate Drive

Holtsville, NY

1/2002 - 6/2003

Hours per week: 16

Series: 0303 Miscellaneous Clerk And Assistant

Pay Plan: GS - General Schedule (Ch. 51, 5 U.S.C.). Grade: 4

Duties, Accomplishments and Related Skills:

Duties, Accomplishments and Related Skills:

- Clerk on production

- Separated individual master file(IMF), Forms 1040, 1040A, 1040EZ, forms city 201, etc.

- Separated business master file (BMF), Forms 1065, 1120, 1120S, 940, 941, 1023, etc.

- Sweeping collecting all of paperwork, bring it to number and batching.

- Book keeping to log all additional information received during the day as added duty

- kindling, to check no checks, miscellaneous items were left behind in error.

- Worked at night or day time, weekends

Supervisor: Mike 631-***-****)

Okay to contact this Supervisor: Yes

Education:

New Field High School Selden, NY United States

High school diploma or equivalent 6 / 2003

GPA: 3.5 of a maximum 4

Credits Earned: 28

Criminal Justice Selden, NY United States

Some college (no degree) 6 / 2003

GPA: 3.5 of a maximum 4.0

Credits Earned: 10.0 Semester Hours

Relevant Coursework, Licenses and Certifications:

Criminal Justice Credits obtained through C.W. Post, Long Island University Language Skills:

English

Spoken Advanced

Written Advanced

Read Advanced

Spanish

Spoken Novice

Written Novice

Read Novice

References:

Michael Synder Employer Internal Revenue Service

Title Acting Local Taxpayer Advocate

Phone 216-***-****

Email ad4mdq@r.postjobfree.com

Teresa Bellamy Employer Internal Revenue Service

Title Retired Taxpayer Advocate General Manager

Phone 859-***-****

Email

Lara Stanley Employer Internal Revenue Service

Title Revenue Agent

Phone 502-***-****

Email ad4mdq@r.postjobfree.com Indicates professional reference

Contact this candidate