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Whether you’d like to avoid the IRS, contact the IRS, settle with the IRS or just want to refer a friend, relative or client, we would love to hear from you.

 

 

Your Team of Experts

 

IRS REPRESENTATION TEAM

Jay Schlichting, EA
Enrolled Agent:
Enrolled to practice before the IRS, 1990
Fellow: National Tax Practice Institute
Member: National Association of Enrolled Agents, Texas Society of Enrolled Agents, Plano Area Enrolled Agents, North Dallas Chamber of Commerce, SMU Mustang Club, Dallas Petroleum Club.
Continuing Education: Averages 40 hours annually to keep current on taxation and tax-related subjects.
Special: Lecturer to civic organizations such as the Kiwanis Club, the Exchange Club and the Rotary Club.

Associations: Homes Builders Association of Dallas, North Dallas Chamber of Commerce (Ambassador). Turnaround Management Assoc. .  Sponsor of the Bishops Charity golf Tournament.
Contact Info:
jays@slicktax.com
tel 972-385-8182 x 229
fax 469-364-8973

Ralph Sacarello Ralph Sacarello, EA, CFP
Certified Financial Planner, 1989
Enrolled Agent: Enrolled to practice before the IRS, 1986
Fellow: National Tax Practice Institute
Member: National Association of Enrolled Agents, Texas Society of Enrolled Agents, Financial Planning Association
Continuing Education: Averages 40 hours annually to keep current on taxation and tax-related subjects.

Se Habla Espanol,

Special: Frequent speaker on IRS collection issues.
Contact Info:
ralphs@slicktax.com
tel 972-385-8182 x 223
fax 469-364-8980

Lonnie Fountain Lon Fountain, EA
Enrolled Agent: Enrolled to practice before the IRS, 1997
Continuing Education: Averages 40 hours annually to keep current on taxation and tax-related subjects.
Education: Bachelor's degree in business administration and bachelor's degree in hotel and restaurant administration from Washington State University
Experience: Fifteen years experience in tax preparation and tax administration. Twelve years experience in IRS representation.
Special: Instructor of advanced tax courses and lecturer in seminars involving taxation and representation. Represents clients with large dollar tax debts before IRS collection, appeals and field revenue officers. Also represents clients under IRS audit. Director of the tax preparation department of The Schlichting Group and prepares estate, non-profit and more difficult personal and business returns.
Contact Info:
lonf@slicktax.com
 tel 972-385-8181 x 224
 fax 469-364-8977
Stephen J. Schlichting, Sales Consultant

Continuing Education: Averages 40 hours annually to keep current on taxation and tax-related subjects.
Experience: Ten years of experience in tax preparation, tax administration and representation.  Continuing Ed Accredited Speaker for Court Reporters on Practice Management.

Active in Hispanic Contractors Assoc. and the Home Builders Assoc. (HBA), Dallas Area Young Bankruptcy Lawyers Assoc. (DAYBL), North Dallas Chamber Assoc. (NDCC).
Associations: (AMP) Association of Mortgage Professionals, (GAABA) Greenville Avenue Area Business Association.
Contact Info:
steves@slicktax.com
tel 972-385-8182 x 234
fax 469-364-8983

Teresa Hendrix, E.A.
Began with The Schlichting Group in 2006
Enrolled Agent: Enrolled to practice before the IRS in 2005.
Continuing Education: 40+ hours per yer to maintain E.A. status and remain current in tax resolution issues.
Experience: 10 years with a large national tax preparation company. Specializes in Installment Agreements, Partial Pay Installment Agreements, and Currently Not Collectible Agreements.
Contact Info:
teresah@slicktax.com
tel 972-385-8182 x 221
fax 469-364-8984
Weldon Honeycutt Weldon Honeycutt, Jr., CPA
Certified Public Accountant: Earned certification in 1980.  The Schlichting Group is not a CPA Firm.
Education: Bachelor's degree in accounting from Texas A&M University at Commerce and master's degree in taxation from North Texas State University
Experience: Thirty-one years with the IRS, including nine years in the tax audit department; experience researching tax law and resolving tax controversies
Contact Info:
weldonh@slicktax.com
 tel 972-385-8182 x 244
 fax 469-364-8985
Alex Burgos - Representation Support Team - se habla espanol
Experience: Experience in tax preparation since 2002 with a national tax preparation company. Instructed basic classes in the theory of tax preparation and advanced tax courses. Specializes in financial analysis and preparation of financial documents for Installment Agreements, Offers In Compromise, and Currently Not Collectible Agreements.
Continuing Education: Averages 40+ plus hours of annual training to keep current on tax and representation issues.
Education: Bachelor’s degree from Embry-Riddle University.
Currently working towards an Enrolled Agent’s Certificate.
Contact Info:
alexb@slicktax.com
tel 972-385-8182 x 222
fax 469-364-8970
 

TAX PREPARATION TEAM

Penny Spiker, EA
Enrolled Agent: Enrolled to practice before the IRS, 2005
Continuing Education: Averages 40 hours annually to keep current on tax related subjects.
Experience:  Fourteen years with a large national tax preparation company, including seven years as an instructor of Basic and advanced tax classes. Specializing in small businesses, self employed, and capital gains and losses. Specializes in Clergy returns, foreign income exclusion for overseas workers, oil and gas royalties, Self employed individuals, partnerships, corporate returns and has specialty skills in dealing with cancellation of debt.
Contact info:
pennys@slicktax.com
 tel 972-385-8182 x 241
 fax 469-364-8979
Matthew Beims, E.A.
Enrolled Agent: Enrolled to practice before the IRS, 2009.
Specializations: QuickBooks ProAdvisor certified 2007, 2008, 2009
Experience: BS in Business Administration from Oklahoma State University; 3 years tax preparation experience specializing in individual, corporate, partnership, and payroll returns; 3 years QuickBooks training and setup for businesses, as well as full-cycle bookkeeping services.
Member: National Association of Enrolled Agents;
Continuing Education: Averages 40 hours annually to keep current on taxation and tax-related subjects.
Contact Info:
mattb@slicktax.com
tel 972-385-8182 x 227
fax 469-364-364-8981
Carol Stacy
Carol Stacy has been with The Schlichting Group since 2006.
Experience: Carol has 20 years of bookkeeping experience, and has been preparing tax returns since 1996. Carol specializes in payroll taxes, and stays current with tax law changes to better serve our clients.
Contact Info:
carols@slicktax.com
tel 972-385-8182 x 235
fax 469-364-8971
Kari Beims – Tax Preparer
Education: Bachelors degree in accounting from Oklahoma State University 2007. Work towards masters in accounting at Texas State University 2008.
Experience: One and a half years under a CPA firm in Austin, TX 2007-2008. Experienced in corporate, partnership, individual, TX Franchise, and payroll tax returns as well as bookkeeping and QuickBooks.
Contact Info:
karib@slicktax.com
tel 972-385-8182 x 238
fax 469-364-8975
Everett W. Love – Tax Preparer
Education: BBA in Accounting, Delta State University, Cleveland, MS
Experience: Over 20 years experience in dealing effectively with bookkeeping and tax issues relating to small and medium sized sole-proprietorships, partnerships, and corporations.
Contact Info:
everettl@slicktax.com
tel 972-385-8182 x 230
fax 469-364-8978
 

ADMINISTRATION TEAM

Kathleen Wright
Kathleen has been with The Schlichting group since 2003. As an integral part of our team, Kathleen is the point of contact for billing and payments. Should you have a problem with a payment, please contact Kathleen as soon as possible. Kathleen also manages day to day office operations. Should you have any problems or are unable to get your questions answered, Kathleen will see that someone gets back to you.
Contact Info:
Kathleen@slicktax.com
tel 972-385-8182 x 232
fax 469-364-8974
Roxanne Hernandez - Front Office Coordinator
Roxanne has been with The Schlichting Group since 2006. As assistant to Kathleen Wright, Roxanne handles much of our inter-office business and receives clients at The Schlichting Group. She can also assist you with accepting payments made to The Schlichting Group.
Contact Info:
roxanneh@slicktax.com
tel 972-385-8182 x 225
fax 469-364-8978
 
Robin Dennis – Executive Assistant
Experience: 20 years in Administrative Office Operations.
Special: Robin is personal assistant to Jay and Stephen Schlichting and is happy to serve the needs of our new and returning clients.
Contact Info:
robind@slicktax.com
tel 972-385-8182 x 237
fax 469-364-8972
 

COLLECTIONS

Lisa F. Hall, CBF – Collections Professional
NACM Certified Credit Consultant
Member: North Dallas Chamber of Commerce
Education: Bachelor’s Degree in Biology/Psychology MLA SMU
Specializes in accounts receivable.
Experience: 20 years in credit management and collections. Works to resolve accounts receivable issues.
Contact Info:
lisah@slicktax.com
tel 972-385-8182 x 242
fax 469-364-8976

 

The Schlichting Group is not a licensed Certified Public Accountancy Firm and does not perform attest services.



The Schlichting Group
12900 Preston Rd., Suite 600
Dallas, Texas  75230
Phone: 972-385-8182  /  Fax: 972-385-7756
Or nationally at: 1-877-590-2500


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