About Ian Mann
Ian, a native of North Greenbush, began his career after completing his education at the University of Massachusetts Amherst and obtained an MBA from the University of Albany. He started in the financial services industry and became a client advisor.
With over a decade of service providing both financial and tax advice, Ian's experience has now extended into the specialized field of tax resolution. As a Certified Tax Representation Consultant (CTRC), Ian leverages his knowledge to assist individuals and businesses with their tax-rated challenges. His unique blend of financial acumen and expertise in tax resolution gives him the necessary skills to work with the tax authorities and provided unique strategies to resolve complex tax problems.
With over a decade of service providing both financial and tax advice, Ian's experience has now extended into the specialized field of tax resolution. As a Certified Tax Representation Consultant (CTRC), Ian leverages his knowledge to assist individuals and businesses with their tax-rated challenges. His unique blend of financial acumen and expertise in tax resolution gives him the necessary skills to work with the tax authorities and provided unique strategies to resolve complex tax problems.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- New York State Department of Taxation
- Massachusetts Department of Revenue
- Connecticut Department of Revenue Services
- North Carolina Department of Revenue
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Tax Audit or Examination
- Spousal Tax Issue
- Notice of Deficiency
- Notice of Determination
- Tax Refund
- Tax Return Mistake
- Bank Levy
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Tax Warrant
- Tax Penalties
- Seizure
- Bank Levy
- 100% Penalty Assessment
- Tax Audit or Examination
- Franchise Tax Issues
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Non-Resident Income Allocation
- Tax Audit or Examination
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Bank Levy
- Seizure
- Tax Audit or Examination
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Seizure
- Bank Levy
- Tax Audit or Examination
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- Business Tax Preparation
- Trust Tax Preparation
- Gift and GSTT Tax Preparation
- Estate Tax Preparation
- Audit Reconsideration
- 4180 Interview Support
- CSED Analysis
- IRS Transcript Analysis
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Levy Release or Reduction
- Individual Tax Preparation
- Lien Release
- Innocent Spouse Relief
- Business Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Hardship - CNC
- Estate Tax Preparation
- Fiduciary (Trust & Estate 1041)
- Tax Appeals
- Payment Plan
- Penalty Abatement
- Levy Release or Reduction
- Individual Tax Preparation
- Offer In Compromise
- Lien Release
- NR Income Allocation Defense
- Business Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Tax Appeals
- Innocent Spouse Relief
- Payment Plan
- Penalty Abatement
- Levy Release or Reduction
- Offer In Compromise
- Individual Tax Preparation
- Currently Not Collectible
- Business Tax Preparation
- Amend Tax Returns
- Appeals Support
- Audit Support & Defense
- Innocent Spouse Relief
- Estate Tax Preparation
- Payment Plan
- Penalty Abatement
- Individual Tax Preparation
- Levy Release or Reduction
- Offer In Compromise
- Lien Release
- Amend Tax Returns
- Innocent Spouse Relief
- Business Tax Preparation
- Audit Defense & Support
- Tax Appeals
- Tax Amnesty
Tax Types Serviced
Corporate Tax
Income Tax
Employment/Payroll Tax
Gift Tax/GST Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
4/15/2021
Active
Designation & Other Licences
License Type
Certified Tax Representation Consultant (CTRC)
Jul 2023
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Owner and Tax Advisor | Sit Back Tax LLC | Albany, New York | Nov 2022 - Present |
| Master Tax Advisor | H&R Block | Albany, New York | Nov 2020 - Nov 2022 |
| Financial Planner | The Ayco Company | Saratoga Springs, New York | Jan 2018 - Feb 2020 |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| University of Massachusetts Amherst | Bachelor's Degree | 2010 |
| Hudson Valley Community College | Associate Degree | 2011 |
| SUNY at Albany | MBA | 2019 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| NAEA | Member | 2022 - Present |
| National Association of Tax Preparers | Member | 2022 - Present |
Contact Information
Address
125 Wolf Road Suite 501
Albany, New York 12205
Albany, New York 12205
In Office Visits
No
Book Appointment
Pricing & Payments
Free Consultation
Virtual Consultation
Amex
Visa
Mastercard
Paypal
Venmo
Money Order
Check
Cash
Zelle
Videos & Photos
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