Brandee is an Administrative Assistant that has a diverse background in client services, accounts receivables and payables as well as communication with clients. At Strategic Tax Planning, Brandee serves an important role on the Assemblies team, working with other team members, clients and dealing with the IRS.
She works with the other departments as a liaison with the billing department, intake team and data compliance. As an assemblies team member, she is under the heat with making sure all the claims are correctly filed with the IRS, as well as communicating with the clients regarding the importance of signing all documents.
Business owners who work with us maximize their ERC, R&D, and other
tax credits. Talk with our team of professionals for smarter tax planning.
*Not practicing law or providing legal services