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Lillian Meyers

President

Meyers Financial
Sonoma, California, USA

Corporation - Small Closely Held

Professional Summary

Tax specialist with more than twenty years of experience preparing corporate, and Estate tax returns. Responsibilities include federal and state tax preparation and review, tax research and planning and tax audits. Expert knowledge and skills negotiating with federal tax authorities on a wide range of corporate tax issues. A proven, results oriented leader with the skills to build and motivate a team to work together successfully.

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Languages

  • English
  • French

Industry Experience

    • Financial Services

Interests/Hobbies

  • Spending time with family/kids
  • Reading
  • Traveling

Birthday

April 18

Social Media

Experience

Meyers Financial
Sonoma, California, USA 95476
President
Corporation - Small Closely Held
1985 - Present
Responsible for federal and state income tax preparation and review for corporations, partnership, estate, trust and individual tax returns. Represent clients before Federal and State tax authorities, drafting replies to auditors queries and negotiating settlements. Role requires strong analytical and research skills, including effective written and verbal communication skills.

Education

BA, Finance 2013
Ashford University
Sonoma, California, United States
Lillian is a proud member of the Financial Planning Association, California Society of Enrolled Agents, National Association of Enrolled Agents, Financial Services Institute and Association of Divorce Financial Planners. She’s also an active member of Sonoma Valley Chamber of Commerce, Soroptimist International of Sonoma Valley and Soroptimist International of the Americas.

Professional Certifications

Enrolled Agent (EA)
1994
Active
Certified Financial Planner (CFP)
2000
Active
Certified Divorce Financial Analyst
2010
Active

Associations and Societies

  • California Society of Enrolled Agents (Director )
  • Sonoma Bar Associaiton

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