Adam Marchesseault

Experience

• 

  Snowcap Brewing Company

  Apr 2016 - Oct 2020

  Founding Partner
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  BRATTLEBORO COMMON SENSE

  May 2019 - Jul 2021

  Consultant
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  BIRCH TREE TAX, LLC

  Jan 2021 - now

  Tax Preparer/Enrolled Agent

  Birch Tree Tax is a tax preparation and planning firm in Shelburne, VT. I joined the team at the beginning of the 2020 tax season, and have rapidly grown my skill set since that time. In late 2021, I became an Enrolled Agent, allowing me to represent clients before the IRS. I specialize in the preparation of individual and business tax returns, tax planning, and audit appeal representation.As an Enrolled Agent, I have experience representing taxpayers before the Internal Revenue Service (IRS), as well as state tax authorities, and can represent clients in all 50 US states. In particular, I respond to many federal and state tax notices assessing additional tax and/or disallowing tax credits and investigate the validity of the tax authorities claims. I then draft a response on behalf of the client (when suitable) challenging the claims with available evidence, or in the case that the tax authorities are correct, advise the client on next steps.In my role as a tax preparer, my responsibilities include preparation, review, and signing for hundreds of individuals, partnerships, S-Corps, and C-Corps. I am well-versed in a number of complex categories of tax policy and law, including multi-state allocations, international reporting and compliance, asset dispositions and depreciation recapture, rules for various types of retirement accounts, and FBAR/Financial Crimes Enforcement Network compliance. Regarding tax planning, I have considerable experience with client relations and providing excellent service, regardless of the nature of their needs. I regularly conduct consultations to help clients navigate changing tax situations, including changes in work status, starting businesses, tax implications of various investment strategies, recommending withholding adjustments, responding to tax notices, and retirement/Medicare planning.My more general skills/capabilities include proficiency in Excel and Quickbooks, quick arithmetic, and excellent written communication. Show less