About Mary Thomas-Spruill
Mary Spruill, a dedicated tax professional with an MBA in Accounting and 16 years of broad financial experience, is devoted to transforming the process of tax resolution into a stress-free experience. Her commitment to adhering to federal and state regulations, while prioritizing client confidentiality, is paramount. Mary's distinguished credentials including the ChFC®, AFC®, and EA, represent her ability to blend her passion for assisting others with her robust financial expertise. Confidently navigating the tax landscape, Mary guides her clients towards financial security. Turning tax challenges into solutions.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- Comptroller of Maryland
- Virginia Department of Taxation
- Washington DC Office of Tax and Revenue
- North Carolina Department of Revenue
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Wage Garnishment
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Tax Audit or Examination
- Trust Fund Recovery Penalty
- Tax Preparer Penalties
- FBAR & FATCA
- Other Levies
- Passport Issues
- Spousal Tax Issue
- Tax-Related Identity Theft
- Notice of Deficiency
- Notice of Determination
- Tax Refund
- Tax Return Mistake
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- License Issue
- Wage Garnishment
- Tax Lien
- Tax Penalties
- 100% Penalty Assessment
- Tax-Related Identity Theft
- Tax Audit or Examination
- Sales Tax
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- 100% Penalty Assessment
- Domiciliary Resident Issues
- Tax-Related Identity Theft
- Tax Audit or Examination
- Sales Tax
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Tax Audit or Examination
- Tax-Related Identity Theft
- Trust Fund Recovery Penalty
- Sales License Revocation
- Sales Tax
- Franchise Tax Issues
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Tax-Related Identity Theft
- Tax Audit or Examination
- Sales Tax
- Franchise Tax Issues
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
- FBAR & FACTA
- Audit Reconsideration
- Tax-Related Identity Relief
- Audit Representation
- Estate (Fiduciary) Tax Preparation
- CSED Analysis
- Streamlined Filing Procedure
- IRS Transcript Analysis
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Lien Release
- Levy Release or Reduction
- Hardship Status (CNC)
- Business Tax Preparation
- Innocent Spouse Relief
- Individual Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Injured Spouse Relief
- Inheritance Tax Preparation
- Estate Tax Preparation
- Payment Plan
- Penalty Abatement
- Offer in Compromise
- Levy Release or Reduction
- Lien Release
- Individual Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Business Tax Preparation
- Innocent Spouse Relief
- Payment Plans
- Penalty Abatement
- Individual Tax Preparation
- Levy Release or Reduction
- Lien Release
- Offer In Compromise
- Amend Tax Returns
- Business Tax Preparation
- Estate Tax Preparation
- Injured Spouse Relief
- Innocent Spouse Relief
- 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 Types Serviced
Corporate Tax
Excise Tax
Alcoholic Beverage Tax
Fisheries Related Taxes
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Gift Tax/GST Tax
Highway Use 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
3/3/2022
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Enrolled Agent | Serene Financial Solutions, LLC | Gaithersburg, Maryland | Jan 2020 - Present |
Education
Not Provided
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| American Society of Tax Problem Solvers (ASTPS) | Member | 2023 - Present |
| National Association of Enrolled Agents (NAEA) | Member | 2021 - Present |
| Association for Financial Counseling and Planning Education (AFCPE) | Chair | 2020 - Present |
Contact Information
Address
9711 Washington Blvd
Gaithersburg, Maryland 20878
Gaithersburg, Maryland 20878
In Office Visits
No
Book Appointment
Pricing & Payments
Free Consultation
Free Quote
Virtual Consultation
Flat Fee Pricing
Contact Me for Details
Publications
| Publication Type | Publication Name | Title | Link |
|---|---|---|---|
| Web Article | Serene Financial Solutions Blog | 2023 Tax Updates: What's New And What's Changed From 2022 | View Publication |
Videos & Photos
Other Professionals to Consider
Loading ...