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Gerry assists clients with audits, audit appeals and mediations in federal and state matters. He is a 36 year veteran of the Internal Revenue Service (IRS), where he worked as a Senior Appeals Officer and Lead Mediator in Appeals; International Examiner and Revenue Agent in the Audit Division prior to his Appeals experience. Through his in-depth knowledge of the IRS audit, appeals, and mediation procedures, Gerry is able to help clients navigate the complex IRS process at all levels.
Upon retirement from the IRS, Gerry worked for Ernst & Young (EY) in their tax controversy practice where his knowledge and experiences during his 36 years with the IRS was utilized nationwide by EY clients in a variety of matters before the Audit and Appeals Divisions.
Gerry is a Certified Public Accountant with a Masters in Taxation.
Gerry assists businesses and individuals with federal and state tax controversies, mediation and appeals. His experiences includes:
Before going into private practice, Gerry spent 36 years working at the IRS. Upon retiring from the IRS he worked for 3 years at EY in their Tax Controversy Group where his knowledge and experiences were used by EY clients nationwide.
His IRS experience includes:
Panelist, “Appeals Judicial Approach and Culture (AJAC),” Bentley University CPE Credit Program for Certified Public Accountants (2013)
Panelist, “Transfer Pricing Controversy,” Newport, RI, International Tax Executives Workshop (2013)
Speaker, “IRS Hot Topics,” Connecticut Valley Chapter of Tax Executives Institute (2013)
Speaker, “IRS Hot Topics,” 54th Annual Tax Executives Institute Upstate New York Tax Conference (2013)
Speaker, “Tax Controversy & Risk Management Services Update,” Stamford, CT, Tax Association (2013)
Panelist, “Appeals – The IRS Perspective,” Boston Bar Association (2012)