I grew up in a small town in southeastern Indiana called Lawrenceburg. I graduated from the University of Notre Dame in 1983 with a degree in Architecture, with my 3rd year of college living and studying abroad in Rome, Italy – participating in the ND Rome Studies Program for their Architectural students.
I moved to New York City in October of 1985, and married a Jersey Girl, Michele, in September 1987. We recently celebrated 32-years together. We both love New York City – to us the greatest city in the world!
I worked for many decades in Architecture and Construction until the 2008 market crash, when I decided to begin a second recession-proof career in tax preparation. The work for Architects and Contractors suffers during recessions, so I created a backup career. I retired from Architecture in April 2018, to concentrate all my efforts running my Tax Practice, and becoming a more experienced Enrolled Agent.
During tax season, I shift my primary focus to helping my Clients complete their tax returns. I also provide guidance and representation to my Clients year round, if they receive letters from the IRS or one of the States, or have issues to be resolved outside of the traditional January to April tax season.
I took the H&R Block Income Tax Course in the Fall of 2012 and passed the IRS exam to become a Registered Tax Return Preparer (RTRP) in November 2012. The RTRP was the IRS certified designation offered at that time for tax preparers who were not Enrolled Agents. I then worked as a Tax Professional for H&R Block for 4-years. I attained the status of Master Tax Advisor within H&R Block – their highest tax professional certification level. I was given the privilege to complete well over 700 paid tax returns for H&R Block clients during my 4-year tenure with the company as a seasonal tax professional.
I became an IRS Enrolled Agent in October 2016, and have been a member of the National Association of Enrolled Agents since November 2016. I also attend the monthly meetings of the Metro Chapter of the New York State Society of Enrolled Agents, of which I am also a member. I became a New York State Notary Public in the Summer of 2015, and became an IRS Certifying Acceptance Agent (CAA) for ITIN applications in the Fall of 2015. I am required to complete 30-hrs/year of continuing education courses to maintain my EA status with the IRS and the National Association of Enrolled Agents. Enrolled Agents study the subjects of Professional Ethics, Federal Tax Updates, Federal Tax Law, and Representation Practice Procedures before the IRS – to meet their yearly continuing education requirements.
I started my own tax practice and this Blog in May 2017, after retiring from H&R Block. My focus for the next few years is Individual taxes, and making that process clear for the average taxpayer, so they understand every line on their tax return. For the 2018 tax season, I worked with new tax clients in our Upper West Side neighborhood in New York City.
I also worked during the 2018 tax season with the TurboTax® tax and accounting software company Intuit, in my capacity as an IRS Enrolled Agent, as one of their remote “Credentialed Tax Experts” for their new TurboTaxLive online tax product. I provided phone and interactive online video Tax Advice and Tax Return Review – for over 650 online TurboTax® Customers – throughout the United States and the World. I have used TurboTax® for many decades, and began in May 2017 using their ProSeries® professional tax software for my Tax Practice Clients.
My schedule for the upcoming 2019 Tax season will be split between my work with Intuit and serving my own tax clients. I begin my 2nd year as an Intuit Credentialed Tax Expert for TurboTaxLive on Sept. 24th, 2018. We will be serving TurboTax customers until October 20th, with their 2017 tax returns for customers who filed an Extension to submit their tax returns by the extended Oct. 15th due date. Then we begin the 2019 tax season on Jan. 22, 2019 and serve customers through May 3rd, 2019. During the tax season I will work with Intuit Monday thru Friday, then serve my tax clients on the weekends.
In April 2018 I began the process to become an NTPI Fellow by November 2018, bestowed by the National Tax Practice Institute. The NTPI Fellow curriculum was created and is run by the National Association of Enrolled Agents (NAEA). See the link NTPI Fellow description for a good explanation of the curriculum. NTPI Fellows are considered the experts in representing taxpayers before the IRS, with Examination, Audit, Collection, Payment Agreement, and Appeal matters. NTPI Fellows can legally represent Clients before the IRS, and act as an intermediary on the Client’s behalf, so the Client does not have to deal with the IRS directly. Only credentialed tax experts, being CPA’s, Tax Lawyers, or Enrolled Agents, can become NTPI Fellows. They also perform the same duties representing Clients to the State taxing authorities.
I completed the online NTPI Level 1 courses in late April 2018. I completed the in-person NTPI Level 2 courses at the NAEA National Convention in Las Vegas in early August 2018. I completed the in-person NTPI Level 3 courses in Orlando in early November 2018, at the Fall NAEA gathering. I was granted the status of NTPI Fellow at the graduation ceremony after I completed the NTPI Level 3 courses. I intend to use my NTPI Fellow status to represent Clients beginning in May 2019, after next year’s tax season.
The name “Michael D Meyer” is my official personal name and business name registered with all the divisions of the IRS related to me being an IRS Enrolled Agent. The national and local chapter of the National Association of Enrolled Agents also lists me as Michael D Meyer.
Most people just refer to me as Mike. That is my preference with Clients, family and friends. The photo below is from January 2018, for my official TurboTaxLive Expert photo.
Feel free to send me an email at Mike@TaxesAreEasy.com
Blog Written Content ©2018 Michael D Meyer. All rights reserved.
PDF IRS forms, instructions & publications – ©2018 Department of the Treasury Internal Revenue Service IRS.gov
Legal Disclaimer: Nothing written or expressed in this Blog shall be construed as legal, accounting, or tax advice. This Blog is for informational purposes only, to inform Individuals about the IRS tax forms required to file an individual tax return, and the instructions that accompany such IRS tax forms.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax transaction or filing any tax form.