LEADING TAX GROUP - Key Persons

Job Titles:

• Manager of Leading Tax Group, Star

James Alderete, Manager of Leading Tax Group, started in the industry as a paralegal in 2004 supporting a team of tax attorneys in Santa Monica, CA. He rose through the ranks materially working tax controversy cases as a Case Manager, and his application and skill sets moved towards Case flow, client communications, and promoting the benefits of practitioner applications to better the outcome of most tax cases. He believes that good results should organically present themselves at the end of the process based primarily on prudence and application. Be wary of good results being deceptively touted initially, and consequently never realized based on lack of experience.View Full Bio "You must under promise, and over deliver." He experienced several philosophies and style differences with different tax firms prior, and eventually prioritized the importance of being an honest broker with the clientele, a priority not always present in prior firms he's worked for. He also knows the importance of frequent communication with the clientele, so as to ensure that clients are never in need nor in the dark on their case. He quickly gained the respect of those clients He serves, and now manages the team at Leading Tax Group.He truly believes that Leading Tax Group employs these honest credos, and promotes these ideals with the team he manages to vastly improve the client experience, as well as the outcome of their tax cases.

William Kurtz has been working in Tax Resolution for over a decade, a daily process of co-navigation on numerous tax cases he is monitoring, His past experience had him procuring tax transcripts from the IRS, as well as gathering verbal data from the IRS directly to inform the process. William instructs and informs our clientele as an informed addition to our principal practitioners, summoning and monitoring the progress of requested data from our clients, clarifying our requests, and bringing in all necessary data from the clients to advance the tax cases closer to settlement. View Full Bio He is also a kind ear to the trials and tribulations of our clients. This empathy a rare skillset today.View Less