The Legacy Series, LLC.
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Delmar Gillette
Judy Akin
Marti Myers-Garver
Cosimo Borzumate
Jimmy Eply
Bryan Gates
John Kristianson
Amy L. King
Frank Lehman
Lawrence Pon
Andrew Poulos
Kathy Suits
Beanna Whitlock
Legacy Series, LLC.
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Beanna J Whitlock
Amy L. King

Amy L. King, EA, ATP

Bio

In 2004 Amy become an Enrolled Agent, and opened King Tax Service LLP in Enumclaw, Washington. Currently her firm prepares over 750 individual tax returns and works over 50 audit cases a year. Amy teaches a wide variety of tax seminars and contributes much of her success to the mentorships and education she received through WSSEA. She graduated from the National Tax Practitioners Institute in 2006 and went on for more IRS Representation education through the American Academy of Tax Practice. When not immersed in tax issues, she enjoys the company of her best friend and husband Joe, and their three teenage children.

Her hobbies include ballroom dancing, road biking and playing with her dog, Daisy.

Teaching Topics

Step by Step IRS Audit Procedure Workshop - 8 CPE. This class will cover everything from that first phone call you get from a taxpayer asking you for audit representation, walks you through a full audit, and finishes with how to close it out. Expect lively discussion and practical applications! Additional fee: Audit Rep Kit $8/person.
  • Considering Your Potential IRS Audit Client:
    • How Badly do you Need the Money?
    • Personal & Business Questions Every Rep Needs to Ask Their Client
    • Retainer$, Engagement Letters, Power of Attorneys
  • Preparing for the IRS Audit:
    • How to Win Friends and Influence (IRS) People
    • Books & Records (and making a case out of nothing)
    • The Income Probe . . . . the aliens have landed
  • The IRS Audit Appointment:
    • The Crucial 15 Minutes of the Initial Interview
    • Tricks & Techniques (without violating Circular 230!)
    • Dealing with an IRS Newbie (and keeping your COOL)
  • After the IRS Audit:
    • How to Read Form 4549: Income Tax Examination Report
    • Breaking the News to Your Client
    • Untying the Apron Strings

Exploring the Home Office - Figuratively & Literally - 2 CPE. It is one thing to correctly prepare a Form 8829 for a home office deduction - it's another to have to walk an IRS Revenue Agent through that same home office. Let's do it right the first time from the perspective of how the IRS may possibly view it under audit. Bonus: Tips on how to try to get out of a "Tour of Business".

Direct Sellers, the Tax Gap, and You! - 2 CPE. How the IRS defines Direct Sellers can be very different from what the typical person hears from friends and media. In this class we will explore why this is a HOT issue right now and how to hold a firm line when preparing the Direct Seller's tax return.

Ethics Workshop - 2 CPE Not your ordinary Ethics Class! Audience participation mandatory as we pick apart ethical dilemmas and search for TRUTH! (Extra credit for bringing your Circular 230 with you).

Contact Information

Phone: 360-802-1211

Email: amy@kingtaxservice.com