Instructor Beanna J. Whitlock, EA CSA

Beanna J. Whitlock, EA CSA

Executive Director – National Society of Tax Professionals – NSTP

Enrolled Agent in private tax and financial services practice in San Antonio, Texas – 39 years

Director, National Public Liaison – Internal Revenue Service – 2003-2004

1996, provided testimony before the U. S. House of Representatives regarding “IRS tax season filing readiness.

1996 – 1998, Member of the IRS Commissioner’s Advisory Group (CAG) representing Small Business.

First practitioner panelist on TaxTalkToday. Multiple presentations.

2000, presenter of “Collections” at the first Taxpayer Advocates meeting in Washington DC.

2001, provided testimony before the U. S. Department of Treasury regarding revisions to Circular 230 Federal Code of Regulations.

2001, provided testimony before the U. S. Department of Treasury regarding revisions to Circular 230 Federal Code of Regulations.

2002 – 2003, Member of the Information Reporting Program Advisory Committee (IRPAC) representing Small Business.

2006, provided testimony before the U. S. Department of Treasury regarding revisions to Circular 230 Federal Code of Regulations.

2007, provided testimony to IRS Oversight Board on the Tax Gap.

2007, presented The Obstacles to Voluntary Compliance From the Taxpayers Perspective on behalf of the National Society of Tax Professionals at the IRS Research Conference.

Author and instructor – specializing in Partnership and Limited Liability Company Issues with a focus on “IRS Taxpayer Representation and Ethics and Professional Conduct.

She is known for her fierce support of the tax professional community and the value the people in the business of tax bring to the voluntary compliance system.

Accounting Today has honored her as one of the 100 Most Influential in Accounting from 1997 through 2003. The National Society of Accountants named her the “2002 Speaker of the Year”.

She is a Financial Advisor holding a Series 6 and 63 as well as an insurance license, managing over 14 Million in investments for clients.

Beanna maintains her tax and financial counseling practice in San Antonio with her husband of 39 years and their two dachshunds Harry and Zoe.

6503 Pemwoods San Antonio, TX 78240 National Society of Tax Professionals

800-465-2767 10818 NE Coxley Drive, Ste A

Beanna@whitlocktax.com Vancouver, WA 98662 800-367-8130

www.nstp.org