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Featured in Forbes’ Top 100 Must-Follow Tax Twitter Accounts For 2021 and Bloomberg’s Tax Professionals to Follow on Social Media in 2022

Phyllis Jo Kubey has been preparing tax returns and offering tax planning and consultation since 1986. In 1985 she enrolled in H & R Block’s tax preparation course to learn to better prepare her own income tax returns. She fell in love with the work (and they with hers – they hired her out of the class to work for the company) and worked part-time for Block in January of 1986. This was an amazing opportunity with excellent training and exposure to many types of tax returns and situations. Also, it was in the days before computerized tax preparation programs – working with pencil, adding machine, and actual tax forms – giving Ms. Kubey the increasingly rare (as younger preparers work with computerized tax preparation right away and trusting the usually accurate, but not always, tax preparation software) experience of actually working out the calculations involved in a complex tax return and knowing where all the information flows on both federal and state returns. Ms. Kubey opened her own tax business later that year and has been in business continuously for 30+ years. She continued to work part-time for H & R Block until 1989 when she left to devote more time to her own business.

Ms. Kubey has earned the professional licenses of Certified Financial Planner (CFP®), Accredited Tax Advisor (ATA), Accredited Tax Preparer (ATP), and Enrolled Agent (EA). She is a fellow of the National Tax Practice Institute (NTPI) and a member of the National Association of Enrolled Agents (NAEA), National Association of Tax Professionals (NATP), National Society of Accountants (NSA), Pride Planners, National Society of Tax Professionals (NSTP), NCPE Fellowship, Financial Planning Association (FPA), The American Payroll Association (APA), and a non-attorney member of the American Bar Association (ABA).

National Tax Practice Institute: https://www.naea.org/education-events/ntpi/

National Association of Enrolled Agents: http://www.naea.org/

National Association of Tax Professionals: http://www.natptax.com/Pages/default.aspx National Society of Accountants: http://www.nsacct.org/

National Society of Tax Professionals: https://www.nstp.org/ NCPE Fellowship: http://ncpefellowship.com/

Financial Planning Association: http://www.fpanet.org/

Accredited Tax Preparer/Accredited Tax Advisor: https://www.acatcredentials.org/home

Ms. Kubey subscribes to numerous comprehensive tax research services and many professional publications to stay current and to have access to the most up-to-date tax information available. She moderated the NYSSEA Tax Questions Google Group, a forum for NYS Enrolled Agents, for many years, and remains an active participant.

To maintain the licenses listed above, Ms. Kubey takes numerous continuing educations credits each year for tax and financial planning certification.

As an enrolled agent/EA Ms. Kubey is admitted to practice before the IRS and most state taxing authorities and enjoys the same practice privileges as CPA’s and Attorneys.

EAs are the only tax professionals permitted to practice in all 50 states by the U.S. Treasury Department. EAs not only prepare returns, but can represent taxpayers before all administrative levels of the IRS. They run interference between you and the IRS and state taxing authorities to ensure that you get fair treatment.

Ms. Kubey specializes in IRS and state tax-related representation – audits, collection, non-filing cases, etc. – and has particular expertise in areas relating to musicians, actors, artists, non- resident alien tax issues, US citizens working abroad, same-sex couples, and clergy.

Ms. Kubey is active with NYSSEA (New York State Society of Enrolled Agents), having served as a Director and an Officer, President from 2020-2022, and NYSSEA’s Immediate Past President. She has been featured in the Member Spotlight of the National Society of Accountant’s magazine, Main Street Practitioner. Ms. Kubey has served as a panelist on the Tax Talk Today online series discussing Ethics & Standards for Tax Professionals, The Affordable Care Act and its impact on tax professionals, International Tax Issues – US Citizens and Residents living and investing Abroad, and Credit Where Credit is Due – Personal Tax Credits and Preparer’s Due Diligence.

On July 26, 2018, Ms. Kubey was honored to represent NAEA testifying before Congress (Senate Finance Committee subcommittee on Taxation and IRS Oversight) giving the tax practitioner’s perspective on improving tax administration today.

Links  to  written testimony and archived video are here: https://www.finance.senate.gov/hearings/subcommittee-on-taxation-and-irs-oversight- improving-tax-administration-today

C-SPAN archive is here: https://www.c-span.org/person/?115030

Ms. Kubey served as Chair of the NAEA PAC steering committee for many years, is a member of the NAEA PAC Board, and is active in both federal and state/local advocacy efforts promoting effective tax administration, the enrolled agent credential, and championing taxpayer rights. In August 2015, at NAEA’s national conference, she was presented with the prestigious NAEA Bill Payne Advocacy Award – recognizing commitment to advocacy on behalf of enrolled agents. In October 2015 and again in October 2018, at NYSSEA’s annual conference, she was presented with the NYSSEA President’s Award. Ms. Kubey was selected by NYSSEA to attend the Schuldiner/Smollan Leadership Academy and completed that program in June 2015.

SSLA offers leadership training to members of NAEA/NYSSEA who have shown leadership potential. In October 2016 Ms. Kubey was presented with NYSSEA’s Excellence in Public Awareness Award. In May 2020 Ms. Kubey was presented with NAEA’s Lee T Byrd Outstanding Volunteer award. She received NYSSEA’s prestigious Founders Award in October 2020.

Ms. Kubey was appointed, in January 2017, to serve on the IRSAC (Internal Revenue Service Advisory Council) – and served for four years. The IRSAC, a panel of tax experts appointed from all over the United States, advises the IRS on policy, procedure, programs, and initiatives. She chaired the IRSAC’s SBSE/W&I (Small Business/Self-employed and Wage & Investment) subgroup in 2018 and chaired the Wage & Investment subgroup (as the IRSAC absorbed two other advisory councils and split SBSE and W & I into separate subgroups) in 2019 & 2020. Here’s what the IRS Wage & Investment Division covers: https://www.irs.gov/about-irs/wage-investment-division-at-a-glance She also serves as a volunteer member of the IRS Refundable Credit Summit.

You can find Ms. Kubey active on Twitter, and participating frequently in the monthly Tax Buzz Chat discussions.

In 2022, Ms. Kubey began writing for Think Outside the Tax Box (with 10 articles published in 2022) and also wrote for the NAEA Journal.

Ms. Kubey has a Master of Music in voice from The Juilliard School and is also a Certified Teacher of the Alexander Technique. She joined the Board of Directors of Voices of Ascension in January 2019 and currently serves as Vice President, Chair of the Advancement Committee.