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
Website
Meyers FinancialInterests/Hobbies
- Spending time with family/kids
- Reading
- Traveling
Birthday
April 18Social Media
Experience
Meyers Financial
Sonoma, California, USA 95476
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