About Kathleen Finn
Kathleen Finn is an Enrolled Agent, a Certified Financial Planner, and the Principal of Finn Financial Advisory Group, Inc. She has been working in the financial services industry since 2004. Kathleen provides comprehensive financial planning advice and has expertise across key financial aspects including Financial Planning, Investment Advice, Insurance Planning, Tax Preparation, and Tax Planning.
As an Enrolled Agent, she is federally licensed to represent taxpayers before the IRS when it comes to collections, audits, and appeals. As authorized by the Department of Treasury's Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before the IRS and are authorized to advise, represent, and prepare tax returns. She earned the CFP® designation in 2008. A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. She has also held her Life and Health Insurance license since 2005 and is currently licensed in DC, VA, MD, CA, CO, and FL.
If you need the best advise when it comes to tax and financial planning, don’t hesitate to call Kathleen!
As an Enrolled Agent, she is federally licensed to represent taxpayers before the IRS when it comes to collections, audits, and appeals. As authorized by the Department of Treasury's Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before the IRS and are authorized to advise, represent, and prepare tax returns. She earned the CFP® designation in 2008. A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. She has also held her Life and Health Insurance license since 2005 and is currently licensed in DC, VA, MD, CA, CO, and FL.
If you need the best advise when it comes to tax and financial planning, don’t hesitate to call Kathleen!
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- Comptroller of Maryland
- Washington DC Office of Tax and Revenue
- Virginia Department of Taxation
- New York State Department of Taxation
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Notice of Determination
- Notice of Deficiency
- FBAR & FATCA
- Other Levies
- Tax Refund
- Tax Return Mistake
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Lien
- Tax Penalties
- Bank Levy
- Franchise Tax Issues
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Lien
- Tax Penalties
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Penalties
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
- Lien Withdrawal
- Gift and GSTT Tax Preparation
- FBAR & FACTA
- Lien Discharge
- Estate (Fiduciary) Tax Preparation
- CSED Analysis
- IRS Transcript Analysis
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Lien Release
- Levy Release or Reduction
- Hardship Status (CNC)
- Individual Tax Preparation
- Amend Tax Returns
- Payment Plans
- Penalty Abatement
- Individual Tax Preparation
- Levy Release or Reduction
- Lien Release
- Offer In Compromise
- Amend Tax Returns
- Payment Plan
- Penalty Abatement
- Offer in Compromise
- Levy Release or Reduction
- Lien Release
- Individual Tax Preparation
- Amend Tax Returns
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Levy Release or Reduction
- Individual Tax Preparation
- Lien Release
- Hardship - CNC
- Fiduciary (Trust & Estate 1041)
Tax Types Serviced
Income Tax
Gift Tax/GST Tax
Estate & Trust Income Tax (Form 1041)
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
Estates
Expatriates
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
7/23/2009
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| EA, Owner | Kathleen Finn, LLC and Finn Financial Advisory Group, Inc. | Washington, District of Columbia | Jan 2010 - Present |
| Tax Preparer | H&R Block | Washington, District of Columbia | Jan 2007 - May 2009 |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| Drew University | Bachelor's Degree | 1988 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| National Association of Tax Professionals (NATP) | Member | 2010 - Present |
| National Association of Enrolled Agents (NAEA) | Member | 2010 - Present |
Contact Information
Address
1316 Q St NW
Washington, District of Columbia 20009
Washington, District of Columbia 20009
In Office Visits
No
Pricing & Payments
Contact Me for Details
Amex
Visa
Mastercard
Check
Videos & Photos
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