Founder’s Story:
LB1 Mobile Tax, LLC is a mobile tax preparation and tax consulting business. LB1 Mobile Tax services a wide range of clients, including both individuals and small businesses and nonprofits.
LB1 Mobile Tax observed that low income & ESL individuals were undeserved in the areas of tax controversies with the Internal Revenue Service (IRS), (representation in examination, collection and tax court). Low income individuals do not have the financial resources to obtain help understanding their rights and responsibilities. ESL individuals are among the greatest in this underserved population because of language barriers. LB1 Mobile Tax established the LB1 Mobile Tax Assistance and Education Services Foundation.
Our Organization:
LB1 Mobile Tax Assistance and Education Services Foundation is a 501(c)(3) charitable organization. We are a dedicated group of tax professionals, enrolled agents, tax accountants, tax attorneys, and volunteers who support the LB1 Mobile Tax Assistance and Education Services Foundation’s mission. Our tax professionals and volunteers come from all walks of life to give their talents in a service capacity. Our organization encompasses Directors, Board of Directors, and volunteers.
Mission:
Our mission is to raise awareness of tax compliance, to offer tax help to low income individuals, to represent low income individuals in tax controversies with the IRS, and to educate English as a Second Language (ESL) individuals about their rights and responsibilities.
Donations and Sponsorship:
LB1 Mobile Tax Assistance and Education Services Foundation is funded and operated by LB1 Mobile Tax staff, sponsorships, other community tax professionals, and volunteers in a service capacity. Please help us help others by making a donation online, volunteering. All donations are tax deductible and a receipt will be provided to document and substantiate your donation. Tax ID#46-2084903.
Fundraiser and Purpose:
Raise funds for LB1 Mobile Tax Assistance and Education Services Foundation by offering high-value continuing legal education (CLE) seminars for tax professionals, 4-Day Tax Immersion Seminar and “Dragon Tax Lady” CLE Fundraiser Series: Tax Immersion Wednesdays. Offering Tax Immersion Seminars for CLE credit not only raises funds but deepens professional engagement with LB1 Mobile Tax Assistance and Education Services Foundation mission. Our “Dragon Tax Lady” program holds ESL Tax Education Workshops. ESL Tax Literacy Clinics and Senior Tax Clinics for underserved communities and Seniors during tax season.
Tax Immersion Seminar:
This is a 4-day Tax Immersion Seminar offering an overview of an array of tax subjects about Small Business Workshop, Worker Classification & It’s Tax Treatment, Estate Tax Planning & Its Taxation, Qualified Domestic Trust (QDOT) & Its Taxation, Foreign Persons & Its Tax Treatment, Foreign Banks & Financial Account Tax Reporting, Real Property & It’s Taxation, Nonprofit Classification & Taxation, Personal Income Tax Update. Each event is 60-90 minutes with a 30-minute Q&A. You choose which event based on the tax subjects to attend. This is a sponsored by LB1 Mobile Tax Assistance and Education Services Foundation.
Lecturer:
Leslie Bonner, Enrolled Agent, MLS
Leslie Bonner has 38 years of experience in tax law in the areas of individuals, corporations (both C-Corp & S-Corp), partnerships & LLCs, non-profit and tax-exempt entities, and employment tax law. Leslie is skilled in Tax Consulting, Tax Preparation, Employment Tax, Sales Tax, Internal Audit, and Accounting. Leslie is a Tax Advisor and Enrolled agent with professional experience in helping clients resolve complex tax issues — especially as these issues relate to rental property and passive loss rules, employment taxes, trust, estate and gift taxes, real property & taxation. Leslie holds a Masters in Legal Studies from Washington University at St. Louis School of Law, and a Bachelor of Science in Accounting from Woodbury University. Leslie is an Enrolled Agent who is admitted to practice before the Internal Revenue Service. Leslie frequently speaks and holds events and webinars on multiple topics including Small Business Workshop, Foreign Persons & Their Tax Responsibilities, Foreign Banks and Financial Account and Tax Reporting Requirements, Real Property & It’s Taxation, Estate Tax Planning & Taxation, Worker Classification & Tax Filing Requirements, and Personal Income Tax Law, as well as tax planning, tax preparation, tax audits and representation, and appeals representation before the Internal Revenue Service.
Guest Speakers:
Jerome W. Burton, Wealth Management Advisor
Jerome W. Burton is a wealth management advisor with Northwestern Mutual. Jerome, a Bay Area Native and now a Seattle transplant, says “my value as an advisor is to help our clients with financial accountability using our comprehensive planning, rich digital platform, and a promise to help achieve/follow-through with their goals. Jerome primarily work with small businesses, young couples, single professionals, and rising established families who consider themselves "savers" or "spenders", have mutual respect, and are open and available to receive advice.”
Subject Topic: Irrevocable Life Insurance Trust (ILIT), IRA, Investments
John Paul Rosales, Owner, Financial Advisor
John Paul Rosales is the owner of Harvest Wealth Financial & Insurance Services. John Paul Rosales has been helping families and individuals in the San Francisco Bay Area since 2006. “After working with several major financial institutions I graduated from the American College in 2011 with my LUTCF industry designation and soon thereafter decided to start my own financial firm. I hold both a series 6 and 63 securities licenses and I'm also licensed for Life, Health and Long Term Care Insurance. I have extensive experience with IRA and Qualified plan rollovers as well as Federal Employee benefits, for Federal employees that are retiring and looking for assistance with such programs as their FEGLI benefits.”
Subject Topics: Employee Benefits, Long Term Care Insurance