About Gerald Yarborough

In 1978, Gerald was in the Dallas, Texas Appeals Office of the Internal Revenue Service (IRS). He had been working as an IRS Group Manager in Nashville, Tennessee before transferring to Dallas.  Before
Nashville, he worked as a Revenue Agent in  Knoxville, Tennessee.  Throughout these tours of duty, he realized his heart was on the taxpayers’ side, not the government’s.

Having been raised in a home where his dad was a small businessman in the construction industry, it was easy for him to make the decision to strike out on his own.  Matter of fact, that’s where his passion to help small business owners came from.  He was raised in a household where the small business, and the challenges that go along with it, were the central part of his family’s economic wellbeing.

His first CPA firm was established in Norman, Oklahoma in 1978.  The practice flourished and the dream of helping small business owners do a better job with their record keeping and staying out of trouble with the IRS was truly being realized.

The firm grew rapidly until the Oil and Energy crisis hit Oklahoma in the mid 80’s. He transferred the clients to a staff member that worked for him at the time and moved to Marietta, GA where there was more diversity in the economy.  He started his second CPA Firm in Marietta.

This Firm, which was founded in 1987, grew at a faster pace than the Norman Firm.  Again he was in his niche of helping small business owners.

He made another move in 1992 to get to Charlotte (which was near his home town of Fort Mill, SC). In Charlotte the firm again grew rapidly.  In 1993, the Firm began assisting with IRS Debt Resolution.

IRS Debt Resolution became the Firm’s main focus until June 2008.  He found himself helping the same type client (the small businessman) but in a different way.  These clients had IRS troubles, not because of their record keeping necessarily, but because of not being able to pay the tax (either payroll tax or income tax).  Of course, recordkeeping was a problem for some because they had failed to file returns.

 

Gerald turned the IRS Debt Resolution part of the business over to David Yarborough in June 2008.  He had joined the Firm in 1993.  He grew to be an expert in IRS Debt Resolution and even left the Firm to work as an IRS Revenue Officer in the IRS Collection Division for a while.  He came back with in-depth IRS experience in IRS Collection Techniques.  As of June 2008, David took over the IRS Debt Resolution business

This allowed Gerald to focus on the thing he enjoys most, concentrate on small business and individual tax preparation (current or delinquent returns) and IRS Audits.

 

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About Suzanna Mulhair

Suzanna Mulhair grew up in NY and came to NC in 1994 to attend UNCC.  She graduated in 1997 with a degree in Accounting and starting working for Gerald in June 1997 preparing the bookkeeping work for our small business
clients.  Two years later her duties were expanded to include tax return preparation.  She kept her clients in compliance with all the required filings including payroll, property tax, and income tax returns.

When Gerald decided to focus more on IRS Debt resolution than tax return preparation, Suzanna shifted gears and went in that direction as well. She sat for and passed the required exam and became an Enrolled Agent in 2002, a requirement to be able to represent clients before the IRS. She learned the ins and outs of working IRS debt resolution cases and was able to get her clients the assistance they needed to get their back tax liabilities into a manageable position. She also continued to prepare any delinquent tax returns that needed to be filed in order for the IRS to work with her clients towards a resolution.

In 2006, Suzanna was presented with the opportunity to represent her IRS clients before the United States Tax Court. This opportunity, if seized, would give our firm added leverage with the ability to take the IRS to Tax Court on unresolved issues with our clients. Suzanna seized this opportunity and became 1 of 6 people in the nation to pass the required examination, and the only one that year to pass on the first try. She was now a United States Tax Court Practitioner.

In 2008, when Gerald decided to turn the IRS Debt resolution part of the business over to David, and focus more on Tax Return Preparation, Suzanna shifted gears again and went back in that direction as well. She now works on monthly bookkeeping, current and delinquent Corporate and Individual tax returns, and audits with Gerald.

After 13 years together, Suzanna has become an integral part of this company and has been a valuable asset and contributor to the many success stories of this company.

 

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