Margaret Swanson

Enrolled Agent, Tax Manager and Supervisor

San Francisco, CA
Phone: (415) 394-7200   Fax: (415) 398-6501

Email: Margaret Swanson

Overview   Experience

Margaret has spent her career focusing on client service and problem-solving, and has been recognized by the National Association of Enrolled Agents for her commitment to excellence. She oversees the preparation of federal and state tax returns for Moskowitz clients, and is authorized by the U.S. Treasury to represent taxpayers in front of the Internal Revenue Service and various state tax authorities.

Hundreds of clients with difficult tax circumstances have relied on Margaret’s judgment and experience in preparing current and prior year as well as amended returns. She has completed federal and state returns for individual taxpayers, fiduciaries, nonprofits, and a range of business taxpayers, including partnerships, corporations, sole proprietorships, and limited liability companies. An analytical thinker with strong attention to detail, Margaret is skilled at helping clients to take full advantage of applicable tax law, and to minimize the risk of future audit.

She also has substantial background helping clients resolve outstanding tax issues with the IRS, the California Franchise Tax Board, and other state tax authorities in California and beyond. Her work has included advising clients on responding to notices, demonstrating non-collectability, agreeing offers in compromise, and negotiating payment plans.

Margaret also has experience supporting business clients with payroll administration and bookkeeping, and as an information technology consultant.

Margaret’s experience includes:

  • Domestic and international tax return preparation
  • Corporate tax return preparation
  • Partnership and limited liability company tax return preparation
  • Payroll tax return preparation
  • Tax return review
  • Federal, state and local tax dispute resolution
  • Tax levy release, modification, and debt collection
  • Tax lien representation - Offers in compromise
  • Employment and payroll tax matters
  • Board of Equalization tax forms
  • Installment payment agreements
  • Penalty abatement and mitigation
  • California Employment Development Department and Board of Equalization audits and appeals
  • Workers’ compensation audits

Send an email to Margaret Swanson

 
   


Affiliations and Certifications

Enrolled Agent - authorized by the U.S. Treasury to practice before the IRS and represent taxpayers in all states
Fellow, National Association of Enrolled Agents’ National Tax Practice Institute
California Tax Education Certificate
Certified Bookkeeper
Registered Tax Preparer with New York State Department of Taxation and Finance

Court Admissions

Licensed to practice before the IRS and all state agencies recognizing the EA license.

Practice Areas

  • Tax Debt Collection and Resolution
  • Tax Preparation - Domestic and International
  • Tax Return Review
  • Corporate Tax Return Preparation
  • Payroll Returns
  • Workers Compensation
  • State and Local Tax Disputes
  • Employment Tax / Payroll Tax Matters
  • Tax Levy Release and Modification
  • Tax Lien Representation
  • Offer in Compromise
  • Installment Payment Agreement
  • Penalty Abatement and Mitigation
  • EDD Audits
  • SBE Audits and Appeals

Tax Topics Blog

The Joint Tax Return

Tue, 23 May 2017 15:40:00 -0500

The Duty of Impartiality and Other Trustee Troubles

Mon, 22 May 2017 15:34:00 -0500
The Joint Tax Return
Tue, 23 May 2017 15:40:00 -0500
The Duty of Impartiality and Other Trustee Troubles
Mon, 22 May 2017 15:34:00 -0500

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