Finance Monthly - Taxation Awards 2024

Finance Monthly Taxation Awards 2024. USA 9 DIONNE CHESHIER CEO Cheshier Tax Resolution https://www.linkedin.com/in/dionne-cheshier-ea-ctrs-ntpi-fellow-68512a5a/ would send me all the clients I could ever handle. With that, I made the decision to take the fork in the road, and I have never looked back. I later went back to school to pursue a bachelor’s degree in Accounting and graduated with honors. My need to serve the public is still very much alive I just help with taxes instead of medicine! After 21 years in accounting and tax work I saw a growing need with people having issues with the IRS. I began by referring clients to an outside firm. When they weren’t being served in a manner that I felt was “up to par,” I pursued a new set of education credentials to become a Certified Tax Resolution Specialist and an Enrolled Agent and take my practice to a whole new level. Can you explain your process for handling a new client’s case from the initial consultation to resolution? In Cheshier Tax Resolution, we have developed a system we refer to as the “Road to Resolution”. Literally, every case takes different twists and turns on this road; however, the process generally remains the same. Clients start out with a mandatory compliance check. In this stage, we assess the client from both the client’s and the IRS’ point of view to understand the full scope. From here, we are able to make a decision on which winding road the client is Dionne, can you tell us a bit about your background and how you became a tax resolution specialist? My original goal in life was to be an anesthesiologist. My mother, who was a 40-year veteran of the SBA and a pioneer for women and minorities in business, allowed me to ride her coattails and follow her to literally every event growing up. As an admirer of these women in AWED and NAWBO (Association of Women Entrepreneurs of Dallas and National Association of Women Business Owners) it was only natural that I wanted to become one of them. I chose a woman who became the first licensed Hispanic anesthesiologist in Dallas and modeled myself around her advice to pursue science and medicine. In 1995, a mere two classes away from a degree in Biochemistry my father was diagnosed with lung cancer and my life was completely changed forever. While in the surgery waiting room, as they performed a partial lung removal on my father, I sat there with the CFO of the company where my father worked. In this crossroad meeting, he asked me if pursuing medicine was really what I wanted to do. To pursue medicine would have meant to go off to medical school and not spend what may have been my father’s last days with him. In that meeting with the CFO and my parent’s personal accountant, he asked me if I wanted to pursue a career in tax. He stated that if I took the proper courses, then he

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