Judy Phillpott - Executive Tax Service

Topic: 2011 Tax Year Update - In addition to the annual 1040 revisions, Judy will discuss:

Energy Credit Change

Social Security Tax implications of receiving SSA benefits

Rental Property

Self-employment tax issues, and working after retirement

Background:

Executive Tax Service is a full service professional tax preparation and tax planning company located in Metairie, Louisiana, assisting residents of Louisiana, other states, and other countries. Their goal is to minimize the taxpayer's liability by preparing a complete and accurate tax return.

The company was founded by Judith W. Phillpott, an Enrolled Agent since 1985, who has earned the privilege of practicing, (representing taxpayers), before the Internal Revenue Service and the Tax Court in all tax matters.
Judy is a tax professional with 31 years of experience. Laurie P. Schmaltz is a tax professional of 6 years experience, and is also an Enrolled Agent. Both are active members of the National Association of Enrolled Agents (NAEA) and the National Association of Tax Professionals (NATP), and the Louisiana Society of Enrolled Agents (LSEA).

Judy is a board member of LSEA. Laurie is a board member of the local chapter of NATP ans serves on the Education Committee for LSEA. Both have completed two out of three years of training in the Fellowship Program of the National Tax Practice Institute (NTPI), and will be recognized as the NTPI Fellow in 2012!

Executive Tax Service personnel have a thorough knowledge of State and Federal tax codes, and are available on a year round basis

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Admission: $15.00 per person