William Perez

M.A.
expertise
Individual and small business taxes
currently
Principal Tax Advisor
education
San Francisco State University

Highlights

  • William Perez worked at the Internal Revenue Service (IRS) as a graduate student intern and later as a tax specialist in 2002 and 2003
  • In 2005 he opened his own tax practice in San Francisco, California
  • Since 2017, William has been Senior Tax Advisor at Recover.tax

 

Experience

William Perez is a tax expert who has worked for the IRS and is registered as an enrolled agent.

William developed hands-on expertise with personal and business tax first through his work at the IRS, and later by helping people who have late returns, preparing U.S. tax returns for individuals and businesses with foreign income, representing clients who are under audit, and representing clients who owe taxes and must deal with the IRS's collections department.

William completed 640 hours of technical training in taxation as part of his on-the-job training with the IRS. He then embarked on a program of self-study which lead to him successfully passing the enrolled agent exam. 

He earned his enrolled agent certification from the Internal Revenue Service in 2005. 

Education

Before William became a tax professional, he completed a master's degree in philosophy at San Francisco State University.