Wendy Uken, EA

September 2025–July 2026

• Reviewed federal and multistate tax notices, developed resolution strategies, and served as the primary liaison with taxing agencies through final resolution.
• Eliminated a year-long case backlog within three months while consistently closing 15–20 matters per month.
• Reduced the monthly notice-review queue from 20–33 matters to 7–8 by redesigning the intake and review workflow with tax advisors.
• Resolved a complex payroll matter spanning California, Colorado, the IRS, and multiple state labor and revenue agencies after previous internal efforts had been unsuccessful.
• Established service standards of 1–2 business days for initial client acknowledgement and 14–30 days for case-status updates.

December 2023–December 2024

• Prepared federal individual income tax returns, including Forms 1040 with Schedules A, C, D, E, and F, and S corporation returns on Form 1120-S.
• Reconciled client bookkeeping records to Forms 1099 and third-party payroll reports from providers including ADP and Gusto.
• Prepared adjusting journal entries for depreciation, amortization, and income reconciliation to support accurate tax-return preparation.
• Managed client communication throughout the preparation process, securing missing documentation and providing timely status updates.
• Improved team efficiency by contributing workflow recommendations and helping develop an onboarding checklist for new tax preparers.

September 2016–Present

• Represent individual and business taxpayers before federal and state taxing authorities in collection, audit, and appeal matters.
• Develop and negotiate resolution strategies including Currently Not Collectible status, Installment Agreements, Penalty Abatements, Innocent Spouse Relief, and Offers in Compromise.
• Analyze taxpayer finances, compliance history, agency records, and collection alternatives and represent clients during audits, appeals, Revenue Officer matters, and Taxpayer Advocate cases.

Promoted twice from Case Manager to Team Lead and then Department Manager

July 2013–August 2016

• Managed a 16-person department, including two supervisors, overseeing performance, quality control, scheduling, payroll review, and productivity reporting.
• Restructured departmental workflows and increased productivity within the first two months.
• Designed an accelerated training program and prepared monthly quality, productivity, and case-closure reporting for executive leadership.

• Supervised a Case Manager and Processing Manager supporting more than 600 active cases per month.
• Designed standardized workflows, case-monitoring systems, and communication templates that improved case progression and client-status accuracy.

• Managed records and deadlines for more than 250 tax-resolution cases.
• Prepared financial analyses and documentation supporting Offers in Compromise, Installment Agreements, lien releases, audits, and audit reconsiderations.
• Secured the company’s first accepted Offers in Compromise involving Connecticut, New York, and Kentucky.

University of California, Los Angeles
Bachelor of Arts, English Language and Literature

Santa Monica College
Associate of Arts, Liberal Arts, Honors