Our Team
Save Big Time on Current & Back Taxes: All Your Tax Dilemmas SOLVED at One Place!!
Take control of your finances and eliminate tax worries with our expert team of IRS tax professionals in Georgia and other states with 55+ Years of collective IRS work experience!
Your Gateway to Financial Freedom in Georgia and States. Discover cutting-edge tax solutions, expert guidance, and significant savings for a brighter financial future. Let’s throw away all IRS tax-related stress TODAY!
Mr. Michael Sullivan
- Former IRS Agent
Michael D. Sullivan is the founder of MD Sullivan Tax Group. He had a distinguished career with the Internal Revenue Service for 10 years. As a veteran IRS Revenue Officer / Agent, he served as an Offer in Compromise Tax Specialist and Large Dollar Case Specialist. He also collaborated with the U.S. Attorney’s office on undercover operations. Michael received several awards for his work and dedication as an IRS Agent.
During his tenure with the IRS, he was a Certified Tax Instructor who taught out of the Atlanta Regional IRS Training Offices. He also taught out of the local and district offices of the IRS. Mr. Sullivan trained many of the new IRS Agents.
Michael has been in private practice for the last 35 years in the field of Taxpayer Consultation for IRS Audit and Collection tax resolution issues. He often consults with corporations and individuals, which involves a wide range of tax issues.
Michael has worked many large complex cases for high net worth individuals and large corporations. Mr. Sullivan is a committed professional with dedicated involvement in the tax profession community as a frequent speaker on the South Florida circuit and also served as an officer and on the Board of the Greater South Florida Tax Council. Michael has been the program host and moderator for several Internal Revenue Service forums both in the public and professional sectors.
Mr. Sullivan also teaches courses for Attorneys, Lawyers, and CPA’s for continuing education.
For Attorneys and Lawyers, Course number 1708462N to the members who have completed “IRS Tax Resolution”. Florida Bar members can report their CLE credits online at www.floridabar.org.
CPA CE Provider application 1769 and your CPA CE Course application were both approved on 11/28/2017. Your provider number is PVD990 and your course number is CRS22227.
Mr. Sullivan has been a featured speaker in the credit card industry, student loan and the debt settlement vertical as well. He also was one of the featured speakers at the Latino Tax Fest which also featured Nina Olsen, Nation Taxpayer Advocate.
Anthony N. Verni
- International Tax, FBAR, Ex Pat, ETC Specialists
Anthony is both an attorney and a certified public accountant, bringing more than 25 years of experience representing clients before the Internal Revenue Service, the U.S. Tax Court, and the U.S. District Court. His work spans a broad range of domestic and international tax controversies, including IRS examinations, administrative appeals, and litigation. Throughout his career, Anthony has prepared thousands of tax returns and guided clients through complex compliance requirements.
His practice focuses on assisting expatriates and U.S. taxpayers who have not reported income from foreign accounts or other sources, as well as individuals who failed to disclose their interest in or authority over Foreign Financial Accounts (FBAR) or foreign assets required under the Foreign Account Tax Compliance Act (FATCA). Anthony has helped clients worldwide navigate the IRS Voluntary Disclosure Practice, correct prior omissions through the Foreign and Domestic Streamlined Procedures, and resolve a wide variety of tax and financial reporting compliance challenges.
Julie Lynch
- Former IRS, Revenue Officer
Julie Lynch recently retired after a 38-year renowned career as a Revenue Officer in the Collection Division of the Internal Revenue Service. During that time, she worked collection cases involving both individuals and businesses, and handled all aspects to resolve the cases; from securing OFfers-in-Compromise, installment agreements, reporting cases currently not collectible and requests for abatement.
She worked closely with all divisions within the IRS, including Examination Division and Taxpayer Advocate. She also met regularly with representatives of both the U. S. Attorney’s Office and the IRS Office of Chief Counsel. Julie taught several IRS classes, was an On-The-Job Instructor for new employees; and as a senior Revenue Officer, she acted as a mentor to lower graded employers.
She was often called upon for her expertise to assist with other departments within the Collection Division, as well as assisting employees within her group.
During her tenure, she received yearly Performance Awards, as well as a Regional Commissioner’s Award and a Certificate of Appreciation from the Secretary of the Treasury.
At the time of her retirement, she received the Albert Gallatin Excellent Service Award from the Secretary of the Treasury.
Herb Cantor
- CPA, Former Revenue Agent/ Appeal Agent
- Certified Public Accountant (CPA)
- Chartered Global Management Accountant (CGMA)
- Bachelor’s Degree in Accounting- University of Miami
- Masters Degree in Taxation (MST)
Born in Coral Gables, Florida, Herb’s career started with 2 years in public accounting at …
After 2 years, he was hired by the IRS and started in the Small Business Division as a Revenue Agent. He primarily audited “C” and “S” corporations and Schedule-C’s. He also acted as an acting group manager.
After 6 years, he was recommended to join the Appeals Division as an Appeals Officer.
He worked on hundreds of cases such as those involving individual income taxes, “S” and “C” corporation tax issues, whether the trust fund recovery penalty applied to various individuals, claims for refunds, whether a civil fraud or accuracy penalty applied to a tax understatement, unreasonable compensation from a corporation, whether a preparer penalty should be applied against a tax return preparer, under-reported income, whether a sale of an asset should be classified as a capital gain versus ordinary income, charitable contribution valuations, distributions exceeding basis in an “S” corporation.
Herb also worked Offers in Compromise, Doubts as to Liability and Collectibility and cases scheduled for trial before the United States Tax Court.
He also lectured before various professional groups such as the Greater Fort Lauderdale Tax Council, the Florida Institute of CPA’s and several radio talk shows.
Herb has received numerous commendation letters from taxpayers and their CPAs on cases he resolved While at the IRS, Herb even resolved cases with Mike Sullivan and Steve Jacob of this firm.
Herb’s areas of expertise are examinations of individuals, corporations, Appeals and negotiating with the IRS.
Herb was also a lay member of the Fee Arbitration Committee of the Broward County Bar Association.
After working in Appeals for 18 years, Herb moved to the Large Case Division of the IRS. He examined financial records of large corporations and proposed various tax issues. The largest case he was engaged in exceeded $20 billion in sales.
He met with numerous taxpayers and their CPAs and Attorneys in scheduling and performing tax examinations. He was also a consultant to the IRS Criminal Investigations Division to determine if their tax cases warranted a criminal or civil investigation.
Lucy Petry
- CPA, Tax Attorney, Lawyer
Lucy has experience in both industry and public accounting, managing and consulting for businesses, assisting taxpayers from tax preparation to representation before the Tax Court, and representing clients at the federal, state, and local levels. Prior to becoming an attorney Lucy managed her CPA practice and worked as a Controller and Accounting Manager for public and International manufacturing companies.
Lucy earned her MBA from the University of St. Thomas in Houston, followed by her JD from the South Texas College of Law Houston. While at South Texas, she earned the University and Texas State Bar Pro Bono Honors award. She was also the President of the Tax Law Society and a member of the Board of Advocates. She then went on to become an Adjunct Tax Clinic Professor at South Texas.
In addition to her professional accomplishments, Lucy is an advanced diver and a pilot. She is fluent in Spanish and Portuguese and enjoys seeing and learning about the world, having traveled to more than 50 countries and has lived abroad.
Her accumulated experience as an attorney, business owner, CPA, and manager of a non-profit has fueled Lucy’s desire to help those in need and provide a holistic approach to business problems.
Education
- The University of St. Thomas – Master of Business Administration (MBA)
- South Texas College of Law Houston – Juris Doctor (JD)
Licenses
- Admitted to Practice Law in Texas
- US Tax Court
- Certified Public Accountant
Memberships & Associations
- American Academy of Attorney-CPAs
- Texas Society of CPAs
- American Institute of Certified Public Accountants
- Texas Bar Association
Josh Katz
- CPA, US Expat Tax Professional
Josh Katz is an accomplished CPA with deep expertise in U.S. tax matters affecting Americans living overseas. Over the years, he has guided hundreds of clients through resolving unreported foreign assets and bringing delinquent filings up to date by using the Streamlined Filing Compliance Procedures and various IRS amnesty initiatives, including the Offshore Voluntary Disclosure Program.
His knowledge spans a wide range of international tax topics, such as the Foreign Earned Income Exclusion, Foreign Tax Credit, rules governing Controlled Foreign Corporations, Passive Foreign Investment Companies, and the complexities of foreign trust reporting.
Josh launched his career as an auditor at Deloitte before founding Universal Tax Professionals (universaltaxprofessionals.com), a firm dedicated to helping expatriates meet U.S. tax obligations with confidence—avoiding unnecessary penalties, minimizing tax exposure, and remaining compliant with the IRS.
He supports both individuals and businesses located in the U.S. or abroad, as well as foreign nationals with U.S. investments and other cross-border tax situations.
Entrepreneurs and business owners rely on Josh for guidance on even the most challenging tax issues—matters many CPAs hesitate to handle. Through his online platform, he works seamlessly with clients around the globe. Whether assisting a small family-run operation, an international enterprise, or a growing company, Josh provides trusted insight that helps businesses thrive.
Ed Babitzke
- Former IRS Revenue Officer
- Ed Babitzke was a former IRS Revenue Officer with the Department of Treasury, Internal Revenue Service.
- Ed covered 4 main states, Iowa, Nebraska, South Dakota and North Dakota.
- Ed was a teaching instructor, on-the-job instructor and served as acting group manager on various occasions.
- He is is a veteran and skilled former agent of the Internal Revenue Service and during the course of its career he worked in the wage and investment division as a tax resolution
- representative known as TRR at the local taxpayer assistance Center.
- He is skilled in all aspects of the collection division of the Internal Revenue Service including being an expert in trust fund taxes, payroll taxes, individuals, businesses,
- corporations, and any entity that owes the Internal Revenue Service any amounts of money.
- Ed was at the top of his career when he retired from Internal Revenue Service working the largest cases in his post of duty.
- Lastly, he was also was a certified instructor for virtual face-to-face training for other revenue officers in the entire area teaching basic procedures to advanced technical issues.
