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Our Preparers |
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"The IRS wants every dime they’re entitled to, but they don’t want one dime more than they’re entitled to." We have complete confidence in the skills of all of our family of preparers. Although some of us may have special grasp of unique tax areas, we never hesitate to share that understanding. When you work with one of us, you are working with all of us. All of our preparers are Licensed and Bonded in the State of California Due to the growth of our business (we assisted over 900 of your fellow performers last year--Thank You!) and certain restrictions on the availability of some of our preparers, we are thrilled to be adding four more preparers to our team. Each one brings a background and understanding in both the industry and tax preparation. We are thrilled to add these well qualified and uniquely prepared individuals who bring special skills to our family of experienced professionals. When you call for your appointment you may request any one of our team but on occasion, owing to scheduling problems or auditions, we may have to substitute one of our other preparers. If this is a difficulty please let us know ahead of time. Our team of professionals work hard to show you ways to make your tax year more profitable, easier to prepare for and more possible to build the career of your dreams.
Can We Save You Money? Probably. Unless you’re aware of all of the most recent tax regulations for performing artists and you or your current tax preparer has used them to the greatest advantage, you’re paying too much! If you have any doubts you should give us a call. Why Should I Pay To Have My Taxes Done? We believe you should know as much as you can about the tax procedures in this country and you should be able to prepare your own taxes. But going to an expert who has taken the time to know ALL of the rules may afford you experience that saves you dollars now and keeps you fully prepared for the next year. No computer program is going to know ALL the deductions available to you in this business, how to place those deductions correctly on the most advantageous forms and see that you missed something on your final return. That means a few dollars spent today is repaid several times over in the years to come. Why come to us?
You participate, both to learn
what you can do to save yourself money in following years and what you
have to do all year round to be ready come tax preparation time. Tax
preparation only ends with filling out the forms, it starts by being able
to supply the information we need. As a member of the Entertainment Industry there can be very specific provisions in the Tax Code for you. Make full use of them. |
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Over
the last twenty years Chuck has cultivated an understanding of taxes in order
to take greater control of his income and expenses as an
actor. He saw some companies withholding more in taxes on
residuals than others, while some deductions were
being denied because of how he got paid (W-2 versus 1099). So
as a "necessary hobby" Chuck started developing a
background of tax knowledge, eventually becoming a licensed preparer
and has since helped thousands of actors save money on their taxes over the years.
Now, with over fifteen years experience as a licensed preparer, he has become
recognized as one of the leading authorities on taxes for
performers. He was the
Chairman of the S.A.G.- AFTRA- EQUITY VITA Program
(Volunteers for Income Tax Assistance) for many tax seasons as well as
participating with the program for over ten years. Chuck is the facilitator
for the Screen Actors
Guild Foundation Tax Seminars as part of its "LifeRaft Series"
for union members and is currently in his third year writing the tax column for
"Backstage"
magazine. Chuck also
served on the S.A.G. Board for four years and was a member of the
S.A.G. Finance Committee for three years.
Tricia Lee has been
working with us for over ten years. Schooled back east…as far
east as Oxford, England...
Tricia Lee has compiled (in addition to her all important tax
preparer license) a Bachelor of Fine Arts in Photography, a Masters
of Arts in Communications, a Broadcast Journalism Certificate, and
is licensed as a Vocational Art teacher in California. She completed
her BFA and MA at Edinboro University of Pennsylvania, graduating
Magna Cum Laude, was a member of the Alpha Chi honors fraternity and
completed 8 consecutive semesters as a patron of the Dean’s list.
A noted photographer, Tricia Lee also supplements her income
shooting headshots and is once again offering a 10% discount to all
clients of Chuck Sloan and Associates. You may see her work on her
website at www.tricialeephoto.com.
Our long time clients remember Cassondra as Chuck’s first associate. She is an expert tax preparer and actor who enjoys the process of helping other actors and performing artists utilize the tax process to their benefit, creating more financial opportunities to invest in themselves or other wealth building strategies. She reveals proven tax planning strategies and is acknowledged by her clients for what her preparation provides. What do established “working” actors have that you don't? Even a sporadic work year with little income as an actor can’t stop you from creating real, sustainable wealth and the creative freedom it buys. After all, wouldn’t it be nice to enjoying acting for the sheer joy of it again?
Joe has
been acting professionally since 1971 and preparing actors tax
returns since 1973. He continues to work in feature films, primetime
TV, and television commercials, and has worked on Broadway, as well.
After teaching in the S.A.G.-AFTRA-Equity VITA program for several years, he
joined Chuck Sloan and Associates in 2000. He comes from a
family of lawyers, and to the advantage of his clients, he thinks
like one. Joe is particularly proud of the caliber of service we
provide for our clients at such low prices and really enjoys working
with fellow performers and industry people.
"This
is my eighth year here. I look forward to seeing past clients and
meeting new ones. It’s fulfilling to work with fellow artists,
both the clientele and the staff. What I enjoy most about this job
is
demythologizing the idea that artists are incapable of being good
with money
and numbers. Any client who completes their tax packet and sits down
with
one of us to do their return, empowers themselves financially. And
that’s a terrific process of which to be a part."
Lamont
is originally from New York where he worked as a Stock Broker
assistant for five years before coming to Los Angeles. Despite
a busy acting career, Lamont has had plenty of free time
and for 10 years worked as a volunteer with the V.I.T.A.
program at the Screen Actors Guild during the tax season. One
of the program’s favorite instructors he went ahead with the process of getting his
preparer's license in order to work with us. He has also since
acquired his realtors license and is a successful real estate agent.
Now in his third year with us, we are proud to have him.
Shanna is a native Californian with a degree in English Literature and Theatre. She couldn't be more familiar with the various jobs an artist undertakes while pursuing their dream. While working as a commercial and comedic actress she simultaneously waited tables, was a personal assistant for three prominent industry figures, ran a successful casting studio, and worked as an associate casting director. During this time, she met Chuck through the VITA program and realized she actually got excited preparing for her tax appointment. After a season of booking appointments for CSA, this is her fourth year with us as a certified preparer. As a self-professed organizational freak, home-owner and mother of two, Shanna is well versed in the thrilling tax benefits of adding dependents to your folio. She adds, "By understanding our tax packet and taking control of your finances, you won't be nervous for tax season ever again."
Marta has spent her most of her career in accounting roles in the entertainment industry, and is currently consulting at NBC/Universal in the Corporate Tax office. Now in her third year with us, she will be adding corporate tax preparation to our list of services. She earned a Bachelors degree in communications from the University of Texas and a Masters degree in accounting from the University of Houston. A long time friend of Chuck’s, having first met him through a mutual friend in a faraway land called Texas, she always hoped she could work with him somehow. In light of her broad knowledge and advanced degrees, we are very lucky to have her with us!
Dominic hails from southern New Jersey. He comes
from a family of doctors, and earned his degree in International
Studies from the University of Scranton and the Ludwig Maximilians
University in Germany. He speaks fluent German and can get by in
Italian, too. A professional actor since 1993, he’s tread the
boards from Broadway all the way to Los Angeles, appeared in
numerous television shows, commercials and films. He understands
the needs of performers who come to Chuck Sloan & Associates. In
fact, he started out as a client. “This was the first place I
came where they really grasped what I did for a living.” As a
preparer, he enjoys not just knowing how to customize his fellow
actors’ returns, but being to explain it to them, as well. “My
goal is that when my clients walk out the door, they not only know
they’ve gotten a good return, but why.”
Ronnie hails from the South, where he learned down home values, not the least of which was "a penny saved is a penny earned." Now he knows that "a pennies itemized can be another penny returned." He graduated Summa Cum Laude from Tennessee Temple University in Chattanooga, TN. Though his studies were focused in math, ironically he turned his sights toward acting and has enjoyed a fruitful career with numerous roles in independent films, national commercials, television, and on the stage. As a result, he understands the entertainer’s challenges on a tax return. Impressed with the years of service he has personally received at Chuck Sloan, Ronnie says he is thrilled to work with such a great organization An avid puzzle-solver, Ronnie enjoys a challenge. He is incredibly thorough and will treat your return as if it were his own. (Which, trust us, means it will be done right, because he don’t mess around when it comes to his wallet)
Although she started out two years ago as the voice on the phone (and the person who made it all work for us), Stephanie very quickly became a full time preparer. Now in her third season of tax preparation, Stephanie is also pursuing her CPA license and attends class at UCLA. Originally from the great state of Virginia, Stephanie moved to California 12 years ago to pursue a career in the entertainment industry. Although primarily an actress working in film and television, Stephanie has found herself in a wide array of jobs in the industry including business affairs, production accounting, casting, producing corporate films, and bookkeeping for actors. She graduated Magna Cum Laude from James Madison University in Virginia with an Honors degree in Theatre and English. She is thrilled to be returning for another fantastic season at Chuck Sloan and Associates where she is sure to put her skills with numbers, people, organization and motherly instincts to good use. Mike comes
to us with several years of experience as a tax professional
specializing in the entertainment industry. Although he first met
Chuck as a result of the union VITA program many years ago, his
schedule as an actor kept him from volunteering as an instructor.
Obviously Mike’s interest in tax preparation never abated and he is
currently testing to become an Enrolled Agent with the IRS and is a
member of the National Association of Tax Professionals.
A professional actor since 1989 and a member of SAG, AFTRA,
and Equity, Mike has performed on stages from coast to coast and on
television and film in almost every genre. He has his own production
company which has garnered attention from festivals and Universal
Studios COO Ron Meyer. Mike also has an associate’s degree in
accounting from Barnes Business College and worked in the accounting
field prior to his decision to move to Los Angeles to pursue a
fulltime acting career. Mike's background and training provides an
experienced and knowledgeable addition to our continuing team of
preparers. Returning full time is the efficient and energetic Elizabeth Roberts. She first joined the staff three years ago as one of our office managers, later handling the job full time. She was able to return for the last few weeks of the season last year and has graciously accepted the full time position for the 2009 season. She graduated Magna Cum Laude from Virginia Tech with a double major in Theatre and English Studies. In addition to her work in theatre in Philly and New York and on the soundstages in Wilmington, NC, she has paid the rent working as an executive assistant and substitute teacher. She made the great leap of faith two years ago year and headed to Los Angeles where she has already made her presence known in casting circles which include several guest appearances on TV including "Criminal Minds” and “Heroes”. She can soon be seen in the web series “Ladies Room Diaries.”
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