Wendy Lewis

Wendy Lewis

Languages Spoken: English
Clarksburg, Maryland
EA at Zions Tax and Bookkeeping Service

About Wendy Lewis

I have over 20 years of experience in Tax Matters - that is Tax preparation and Tax Resolution, included in those years are 10 years of mitigating for clients before the IRS and other Tax Authorities. I have successfully brought resolutions to all of the audit cases I have handled, in favor of my clients, saving them hundreds of thousands of dollars.
Undivided attention is given, in truly hearing people’s concerns, and responding promptly and thoroughly to customer inquiries. I serve with integrity and compassion. I let the rules guide me in finding the most effective way to resolve challenges. My clients know what to expect from us with every interaction.

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

0.0

Customer Rating

0 Reviews

5
4
3
2
1

Problem Experience

  • Unpaid Taxes
  • Past Due Tax Return
  • Wage Garnishment
  • Unfiled Returns - No Balance
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • Notice of Determination
  • Trust Fund Recovery Penalty
  • Notice of Deficiency
  • FBAR & FATCA
  • Other Levies
  • Passport Issues
  • Cryptocurrency Issue
  • Spousal Tax Issue
  • Tax-Related Identity Theft
  • Foreign Informational Penalties
  • ESRP
  • Expatriation (Form 8854)
  • FIRPTA
  • Tax Preparer Penalties
  • Tax Refund
  • Tax Return Mistake

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • License Issue
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Seizure
  • Tax Audit or Examination
  • Tax-Related Identity Theft
  • Trust Fund Recovery Penalty
  • Franchise Tax Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Domiciliary Resident Issues
  • Tax-Related Identity Theft
  • Tax Audit or Examination

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • Wage Garnishment
  • Tax Warrant
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • 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
  • Lien Discharge
  • Lien Subordination
  • Tax-Related Identity Relief
  • Audit Representation
  • Estate (Fiduciary) Tax Preparation
  • CSED Analysis
  • Tax Refund Support
  • IRS Transcript Analysis
  • Tax Consultation Service

  • 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
  • Amend Tax Returns
  • Tax Appeals
  • Injured Spouse Relief
  • Inheritance Tax Preparation
  • Estate Tax Preparation

  • Payment Plans
  • Penalty Abatement
  • Individual Tax Preparation
  • Levy Release or Reduction
  • Lien Release
  • Offer In Compromise
  • Appeals Support
  • Amend Tax Returns
  • Business Tax Preparation
  • Estate Tax Preparation
  • Injured Spouse Relief
  • Innocent Spouse Relief
  • Tax-Related Identity Relief

  • Payment Plan
  • Penalty Abatement
  • Offer in Compromise
  • Levy Release or Reduction
  • Lien Release
  • Individual Tax Preparation
  • Audit Defense & Support
  • Amend Tax Returns
  • Bankruptcy
  • Business Tax Preparation
  • Innocent Spouse Relief
  • Tax Appeals

  • 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
  • Tax-Related Identity Relief

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 Expatriates Non-Profits/Charities Partnerships/Multi-Member LLC

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
Enrolled Agent
Federal 6/1/2015 Active

Related Work Experience

Job Title Company Location Work Duration
Owner Zions Tax and Bookkeeping Service Clarksburg, Maryland Dec 2019 - Present

Education

Educational Institution Degree Graduation Year
GTI Associate Degree 1977

Associations & Memberships

Associations or Memberships Position Duration
National Association of Enrolled Agents (NAEA) Member 2015 - Present

Contact Information

Address

23211 Stringtown Rd
Clarksburg, Maryland 20871

In Office Visits

No

Pricing & Payments

Free Consultation Free Quote Virtual Consultation Small fee Investigation Small Upfront Fees Small Upfront Retainer Flat Fee Pricing Contact Me for Details
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Money Order Method Money Order
Check Method Check
Zelle Method Zelle

Videos & Photos

NAEA NAEA
Zions Tax and Bookkeeping Service logo Zions Tax and Bookkeeping Service logo
EA EA

Other Professionals to Consider

Loading ...