About Us

Michael D. Sullivan had a distinguished career for 10 years with the Internal Revenue Service as a Revenue Officer and Revenue Agent. During his years with the IRS, he also served as an Offer in Compromise Tax Specialist and a Large-Dollar Case Specialist.

Mr. Sullivan also taught at the Regional Training Center in Atlanta, Georgia as a teaching instructor. His post of duties also included being an On-the-Job Instructor (OJI) and instructed locally at his post of duties.

He also collaborated with the U.S. Attorney’s office on undercover operations which included cases of such as operation Greenback.

Michael received several awards for the dedication he exhibited to his work as a IRS Agent. During his tenure with the IRS, he was a Certified Tax Instructor who taught out of the Atlanta Regional IRS Training Offices.

For the past 35 years, Michael has been in private practice in the area of Taxpayer Consultation for tax resolution cases involving IRS Audit and Collection.

He often consults on a wide range of tax issues for corporations and individuals.

Michael has worked many large, complex cases for high-net-worth individuals and large corporations. Mr. Sullivan is a committed tax professional, purposely dedicating his involvement in the tax profession community as a frequent speaker. Michael has also served as an officer and on the Board of the Tax Council.

David graduated from Boston University with a Master of Taxation. David graduated fifth in his class.

Mr. Hoines then attended the University of Santa Clara with the jurist doctorate and graduated 19th in his class.

He graduated from California State University with a Bachelor of Arts degree.

David was awarded first place in the Rebellion Forum first public policy about the “Taxman in the textbook.”

Mr. Hoines is admitted to the Supreme Court of the United States of America, the Supreme Court of the state of California, Supreme Court of the state of Florida, and the Appellate Division of the Supreme Court of the State of New York.

David also was admitted in the US Circuit Court of Appeals, the US Court of Claims and the United States Tax Court.

MEMBERSHIPS
David is a member of the American Bar Association, the Broward County Bar Association and a sustaining member the Association of trial lawyers of America.
David is a highly skilled tax attorney who can handle anything from a simple IRS notice or letter, representation before the Internal Revenue Service, and serving as counsel before the United States Tax Court.

Joe has been solving IRS problems as a Certified Public Accountant licensed in the State of Texas for the past 25+ years. He is a current member with the American Institute of Certified Public Accountants (AICPA), Texas Society of CPA’s (TSCPA), and the National Society of Accountants (NSA). Joe holds a bachelor’s degree in accounting (BBA) and a Master’s degree in Business Administration (MBA) from Texas A&M Corpus Christi. Joe has extensive experience in a variety of industries serving as Controller and CFO. Joe specializes in tax resolution cases for both business and personal tax return issues.

Joe is experienced in all aspects of Tax Resolution cases regarding Currently Not Collectible, Offer in Compromise & Installment agreement cases. He has successfully resolved cases in all areas of tax resolution including liens, levies, tax audits & collection cases.

Joe has consulted with small- to medium-sized companies on various CFO, Controller accounting, and tax strategies. Mr. Hopkins provides an initial company analysis and follows through with both monthly and quarterly consulting feedback, to help business owners keep on the right path.

Mr. Hopkins is QuickBooks-certified with experience in both the desktop and online versions. He has additional experience implementing software solutions, creating budgets & analytical reports to suit your business needs. Plus, Joe has in-depth experience with tax preparation for both personal and business. Joe has previously overseen company operations for businesses with annual revenues exceeding $500,000,000, Joe has found solutions for operational goals that fit both small businesses and mid-size companies. These operational goals include but are not limited to: policies and procedures, internal & external auditors, capital expenditure budgeting, fixed asset depreciation programs, GPS time card administration, accounts receivable/payable solutions, 3rd party software integrations, reviewing complex contracts, 401K plan administrations, periodic financial preparations and corresponding correcting adjustments as well as insurance policy reviews.

Joe and his team strongly believe that when his clients are successful, our team is successful.

Joe has a passion for scuba diving and kayaking annually on multi-day adventures at remote destinations. In addition, Joe enjoys spending time in weekly bible study with Michael Sullivan.

Julie Lynch recently retired after a 38-year renowned career as a Revenue Officer in the Collection Division of the Internal Revenue Service. While working for the Internal Revenue Service, she worked collection cases involving both individuals and businesses. Julie also handled all aspects in resolving these cases; from securing Offers-in-Compromise, installment agreements, reporting cases currently not collectible and requests for abatement.

Ms. Lynch worked closely with all divisions within the IRS, including the Examination Division and the offices of the Taxpayer Advocate. In addition, Julie met regularly with representatives of both the IRS Office of Chief Counsel and the U. S. Attorney’s Office. Julie was an On-The-Job Instructor (OJI) for many new employees and has taught several IRS classes. As a senior Revenue Officer, Julie acted as a mentor to lower-graded employers.

Ms. Lynch was called upon often for her expertise. She would assist other departments within the IRS Collection Division, as well as other employees within her group.

During her tenure at the IRS, Julie received yearly Performance Awards, as well as a Regional Commissioner’s Award and a Certificate of Appreciation from the Secretary of the Treasury.

At the time of her retirement, she received the Albert Gallatin Excellent Service Award from the Secretary of the Treasury.