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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 Certified and Bonded in the State of California As our business has grown (we assisted over 1500 of your fellow performers last year--Thank You!) and due to certain restrictions on the availability of some of our preparers, we have periodically added new preparers to our team. Each one brings a background and understanding in both the industry and tax preparation. We are thrilled to present 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." FAQ's: 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. Back to Topics |
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Over the last twenty plus 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 almost two
decades of 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
fifth 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 thirteen years. Schooled back east…as far east as Oxford, England... Tricia Lee has compiled (in addition to her all important tax preparer expertise) 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.
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 eleventh 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 Brooklyn, NY where he worked on Wall Street for five
years before coming to Los Angeles. For 10 years Lamont worked as a
volunteer with the V.I.T.A. program at the Screen Actors Guild
during the tax season. He was one of the program’s favorite
instructors. He also has his realtor’s license and is a successful
real estate agent as well as a flight attendant traveling the world.
He has been with us for awhile now and we are proud to have him.
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 fourth year
with us, she has added 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!
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).
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 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.
A graduate of Smith College in
Massachusetts, Lindsay eventually wound her way to Los Angeles to
pursue a glamorous career in the performing arts. Like most actors
Lindsay has abused her degree in Government in the many
non-performing jobs along the way, most notably several years
working in Human Resources for business firms where she discovered a
love of details, minutiae and other redundancies. As an actress she
comes to us with such varied work as the TV series “Free Radio” and
the mega hit film “Spiderman.” Despite her good posture and
porcelain skin she is thrilled to be working at Chuck Sloan and
Associates. We think you will appreciate her kind and gentle, yet
professional manner.
Patrick Fennie
Originally from Tucson, AZ, Patrick graduated from
the University of Arizona with a degree in finance from the Eller
College of Management. He moved to Los Angeles with his charming
and beautiful actress-girlfriend in the fall of 2010. He enjoys
long walks on the beach and candle lit dinners, wait . . . (this
isn’t match.com, sorry.) He realizes following in the footsteps of
the lovely and talented Elizabeth Roberts as the full time office
manager will be an uphill battle and she has promised not to embarrass
him . . . too much. But now that she is a working actress, the full time role must be filled, so Patrick has stepped up to the
plate. It’s the bottom of the 9th, down by 1, full
count, bases loaded . . . and he’s not leaving without the win.
As her career as an actress is now taking more and more of her time Elizabeth will not be with us every day this year but will be filling in on Saturdays and when time permits, not to mention keeping an eye on Patrick. Her participation in the past had made so much of our success possible due to her efficiency and incredible energy. She first joined us six years ago, later handling the job full time. She graciously accepted the full time position for the 2009 season and for the next three years. Elizabeth graduated Magna Cum Laude from Virginia Tech ("Go Hokies") 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 four years ago and headed to Los Angeles where she has already made her presence known in casting circles which include several guest appearances on TV including "House", "Southland", "Criminal Minds”, “Heroes”, "Y&R" and the film "Old Fashioned".
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.”
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Tricia Lee Pascoe 
Joe
Howard 
Ursula Whittaker
Lamont
Dixon
Marta
Sullivan
Ronnie Steadman
Mike
Campbell
Jordana
Capra
Lindsay
Thompson
Elizabeth Roberts
Dominic
Comperatore